|
1
|
Bank of New York Mellon
New York
|
$9.87M
|
+$207K
|
+4,851
|
+2%
|
|
|
2
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$8.13M
|
+$355K
|
+8,311
|
+4%
|
|
|
3
|
Journey Strategic Wealth
Summit,
New Jersey
|
$6.74M
|
+$698K
|
+16,328
|
+11%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.5M
|
-$189K
|
-4,412
|
-3%
|
|
|
5
|
Treasure Coast Financial Planning
Vero Beach,
Florida
|
$4.96M
|
-$661K
|
-15,462
|
-12%
|
|
|
6
|
Destiny Wealth Partners
Tavares,
Florida
|
$4.68M
|
+$96.2K
|
+2,250
|
+2%
|
|
|
7
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$3.89M
|
+$210K
|
+4,914
|
+6%
|
|
|
8
|
Arvest Investments
Lowell,
Arkansas
|
$2.36M
|
-$23.9K
|
-560
|
-1%
|
|
|
9
|
Longview Asset Management (New Mexico)
Santa Fe,
New Mexico
|
$2.21M
|
+$2.24M
|
+52,387
|
New
|
|
|
10
|
Executive Wealth Management
Brighton,
Michigan
|
$1.95M
|
+$85.1K
|
+1,989
|
+4%
|
|
|
11
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.89M
|
-$2.91K
|
-68
|
-0.2%
|
|
|
12
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$1.89M
|
-$2.91K
|
-68
|
-0.2%
|
|
|
13
|
Watchman Group
Plano,
Texas
|
$1.83M
|
-$3.76K
|
-88
|
-0.2%
|
|
|
14
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$1.7M
|
+$201K
|
+4,693
|
+13%
|
|
|
15
|
Private Advisor Group
Morristown,
New Jersey
|
$1.59M
|
+$16.7K
|
+391
|
+1%
|
|
|
16
|
Note Advisors
Buffalo,
New York
|
$1.26M
|
+$1.28M
|
+29,897
|
New
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$1.17M
|
+$19.2K
|
+449
|
+2%
|
|
|
18
|
|
$1.14M
|
+$527K
|
+12,320
|
+84%
|
|
|
19
|
SK Wealth Management
Providence,
Rhode Island
|
$1.12M
|
+$3.81K
|
+89
|
+0.3%
|
|
|
20
|
1620 Investment Advisors
Plymouth,
Massachusetts
|
$1.11M
|
-$16.6K
|
-388
|
-1%
|
|
|
21
|
Atria Investments
Charlotte,
North Carolina
|
$1.1M
|
+$9.88K
|
+231
|
+0.9%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$953K
|
+$34K
|
+795
|
+4%
|
|
|
23
|
Shum Financial Group
Alameda,
California
|
$907K
|
+$22.5K
|
+525
|
+2%
|
|
|
24
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$616K
|
+$10.8K
|
+253
|
+2%
|
|
|
25
|
Advyzon Investment Management
Lisle,
Illinois
|
$511K
|
+$519K
|
+12,127
|
New
|
|
