|
1
|
Bank of New York Mellon
New York
|
$9.63M
|
+$1.61M
|
+38,425
|
+20%
|
|
|
2
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$7.69M
|
+$202K
|
+4,804
|
+3%
|
|
|
3
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.7M
|
+$156K
|
+3,710
|
+3%
|
|
|
4
|
Treasure Coast Financial Planning
Vero Beach,
Florida
|
$5.45M
|
+$76.6K
|
+1,825
|
+1%
|
|
|
5
|
Journey Strategic Wealth
Summit,
New Jersey
|
$4.95M
|
+$437K
|
+10,413
|
+10%
|
|
|
6
|
Destiny Wealth Partners
Tavares,
Florida
|
$4.62M
|
+$4.59M
|
+109,292
|
New
|
|
|
7
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$3.64M
|
+$206K
|
+4,915
|
+6%
|
|
|
8
|
Arvest Investments
Lowell,
Arkansas
|
$2.4M
|
+$40K
|
+953
|
+2%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$2.15M
|
-$6.93K
|
-165
|
-0.3%
|
|
|
10
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.87M
|
+$266K
|
+6,332
|
+17%
|
|
|
11
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$1.87M
|
+$266K
|
+6,332
|
+17%
|
|
|
12
|
Watchman Group
Plano,
Texas
|
$1.83M
|
-$2.65K
|
-63
|
-0.1%
|
|
|
13
|
Executive Wealth Management
Brighton,
Michigan
|
$1.69M
|
+$77.7K
|
+1,850
|
+5%
|
|
|
14
|
Private Advisor Group
Morristown,
New Jersey
|
$1.31M
|
+$19.9K
|
+475
|
+2%
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$1.17M
|
+$1.07M
|
+25,580
|
+1,261%
|
|
|
16
|
1620 Investment Advisors
Plymouth,
Massachusetts
|
$1.15M
|
+$60.7K
|
+1,446
|
+6%
|
|
|
17
|
|
$1.03M
|
-$1.89M
|
-45,113
|
-65%
|
|
|
18
|
Atria Investments
Charlotte,
North Carolina
|
$1.03M
|
-$73.9K
|
-1,760
|
-7%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$902K
|
-$190K
|
-4,532
|
-18%
|
|
|
20
|
|
$619K
|
-$1.93M
|
-45,897
|
-76%
|
|
|
21
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$600K
|
-$12.1K
|
-287
|
-2%
|
|
|
22
|
Swisher Financial Concepts
Westerville,
Ohio
|
$516K
|
+$42.8K
|
+1,020
|
+9%
|
|
|
23
|
Valmark Advisers
Akron,
Ohio
|
$481K
|
+$32.1K
|
+765
|
+7%
|
|
|
24
|
Vertex Planning Partners
Downers Grove,
Illinois
|
$365K
|
+$114K
|
+2,717
|
+46%
|
|
|
25
|
CreativeOne Wealth
Overland Park,
Kansas
|
$323K
|
-$41.4K
|
-985
|
-11%
|
|
