|
1
|
Bank of New York Mellon
New York
|
$7.99M
|
+$200K
|
+4,772
|
+3%
|
|
|
2
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$7.47M
|
+$341K
|
+8,136
|
+5%
|
|
|
3
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.53M
|
+$42.2K
|
+1,007
|
+0.8%
|
|
|
4
|
Treasure Coast Financial Planning
Vero Beach,
Florida
|
$5.36M
|
+$184K
|
+4,393
|
+4%
|
|
|
5
|
Journey Strategic Wealth
Summit,
New Jersey
|
$4.5M
|
+$253K
|
+6,041
|
+6%
|
|
|
6
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$3.43M
|
+$206K
|
+4,905
|
+6%
|
|
|
7
|
|
$2.94M
|
-$132K
|
-3,149
|
-4%
|
|
|
8
|
|
$2.55M
|
+$171K
|
+4,082
|
+7%
|
|
|
9
|
Arvest Investments
Lowell,
Arkansas
|
$2.35M
|
+$28.9K
|
+688
|
+1%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$2.15M
|
-$38.2K
|
-911
|
-2%
|
|
|
11
|
Watchman Group
Plano,
Texas
|
$1.83M
|
-$30.8K
|
-735
|
-2%
|
|
|
12
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.6M
|
-$1.07M
|
-25,496
|
-40%
|
|
|
13
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$1.6M
|
-$1.07M
|
-25,496
|
-40%
|
|
|
14
|
Executive Wealth Management
Brighton,
Michigan
|
$1.6M
|
+$91.8K
|
+2,188
|
+6%
|
|
|
15
|
Private Advisor Group
Morristown,
New Jersey
|
$1.29M
|
-$27.4K
|
-654
|
-2%
|
|
|
16
|
Atria Investments
Charlotte,
North Carolina
|
$1.1M
|
+$1.1M
|
+26,130
|
New
|
|
|
17
|
LPL Financial
San Diego,
California
|
$1.09M
|
+$271K
|
+6,471
|
+33%
|
|
|
18
|
1620 Investment Advisors
Plymouth,
Massachusetts
|
$1.08M
|
+$20.3K
|
+485
|
+2%
|
|
|
19
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$611K
|
+$5.29K
|
+126
|
+0.9%
|
|
|
20
|
Swisher Financial Concepts
Westerville,
Ohio
|
$472K
|
+$52.5K
|
+1,251
|
+13%
|
|
|
21
|
Flow Traders U.S.
New York
|
$460K
|
-$3.25M
|
-77,437
|
-88%
|
|
|
22
|
Valmark Advisers
Akron,
Ohio
|
$447K
|
+$9.56K
|
+228
|
+2%
|
|
|
23
|
CreativeOne Wealth
Overland Park,
Kansas
|
$364K
|
+$6.71K
|
+160
|
+2%
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$305K
|
+$8.98K
|
+214
|
+3%
|
|
|
25
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$252K
|
+$250K
|
+5,966
|
New
|
|
