|
1
|
Bank of New York Mellon
New York
|
$9.99M
|
+$73.3K
|
+1,711
|
+0.8%
|
|
|
2
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$8.04M
|
+$123K
|
+2,865
|
+2%
|
|
|
3
|
Journey Strategic Wealth
Summit,
New Jersey
|
$6.25M
|
+$1.14M
|
+26,659
|
+23%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.88M
|
+$15K
|
+349
|
+0.3%
|
|
|
5
|
Treasure Coast Financial Planning
Vero Beach,
Florida
|
$5.79M
|
+$181K
|
+4,214
|
+3%
|
|
|
6
|
Destiny Wealth Partners
Tavares,
Florida
|
$4.74M
|
-$13.2K
|
-308
|
-0.3%
|
|
|
7
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$3.8M
|
+$52.7K
|
+1,230
|
+1%
|
|
|
8
|
Arvest Investments
Lowell,
Arkansas
|
$2.46M
|
-$4.75K
|
-111
|
-0.2%
|
|
|
9
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.96M
|
+$31.9K
|
+745
|
+2%
|
|
|
10
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$1.96M
|
+$31.9K
|
+745
|
+2%
|
|
|
11
|
Executive Wealth Management
Brighton,
Michigan
|
$1.93M
|
+$179K
|
+4,188
|
+10%
|
|
|
12
|
Watchman Group
Plano,
Texas
|
$1.89M
|
+$13.1K
|
+306
|
+0.7%
|
|
|
13
|
Private Advisor Group
Morristown,
New Jersey
|
$1.63M
|
+$274K
|
+6,398
|
+21%
|
|
|
14
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$1.55M
|
+$1.26M
|
+29,502
|
+477%
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$1.19M
|
-$12.9K
|
-302
|
-1%
|
|
|
16
|
1620 Investment Advisors
Plymouth,
Massachusetts
|
$1.16M
|
-$17.4K
|
-405
|
-1%
|
|
|
17
|
Atria Investments
Charlotte,
North Carolina
|
$1.12M
|
+$63K
|
+1,470
|
+6%
|
|
|
18
|
SK Wealth Management
Providence,
Rhode Island
|
$1.12M
|
+$1.14M
|
+26,620
|
New
|
|
|
19
|
LPL Financial
San Diego,
California
|
$950K
|
+$21.3K
|
+497
|
+2%
|
|
|
20
|
Shum Financial Group
Alameda,
California
|
$895K
|
+$900K
|
+21,008
|
New
|
|
|
21
|
|
$640K
|
+$3.64K
|
+85
|
+0.6%
|
|
|
22
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$625K
|
+$8.22K
|
+192
|
+1%
|
|
|
23
|
Valmark Advisers
Akron,
Ohio
|
$466K
|
-$27.9K
|
-652
|
-6%
|
|
|
24
|
Vertex Planning Partners
Downers Grove,
Illinois
|
$358K
|
-$17K
|
-397
|
-5%
|
|
|
25
|
CreativeOne Wealth
Overland Park,
Kansas
|
$345K
|
+$12.9K
|
+300
|
+4%
|
|
