|
1
|
Bank of New York Mellon
New York
|
$10.4M
|
+$315K
|
+7,381
|
+3%
|
|
|
2
|
Journey Strategic Wealth
Summit,
New Jersey
|
$9.19M
|
+$2.27M
|
+53,230
|
+33%
|
|
|
3
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$8.56M
|
+$229K
|
+5,376
|
+3%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.86M
|
+$222K
|
+5,200
|
+4%
|
|
|
5
|
Treasure Coast Financial Planning
Vero Beach,
Florida
|
$5.3M
|
+$221K
|
+5,178
|
+4%
|
|
|
6
|
Destiny Wealth Partners
Tavares,
Florida
|
$4.98M
|
+$187K
|
+4,379
|
+4%
|
|
|
7
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$4.13M
|
+$149K
|
+3,504
|
+4%
|
|
|
8
|
Synergy Asset Management
Vancouver,
Washington
|
$3.16M
|
+$3.13M
|
+73,402
|
New
|
|
|
9
|
Longview Asset Management (New Mexico)
Santa Fe,
New Mexico
|
$2.71M
|
+$443K
|
+10,389
|
+20%
|
|
|
10
|
Arvest Investments
Lowell,
Arkansas
|
$2.46M
|
+$45.9K
|
+1,076
|
+2%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$2.3M
|
+$1.09M
|
+25,544
|
+92%
|
|
|
12
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$2.28M
|
+$533K
|
+12,498
|
+31%
|
|
|
13
|
Watchman Group
Plano,
Texas
|
$1.98M
|
+$104K
|
+2,450
|
+6%
|
|
|
14
|
Private Advisor Group
Morristown,
New Jersey
|
$1.61M
|
-$15.4K
|
-362
|
-1%
|
|
|
15
|
1620 Investment Advisors
Plymouth,
Massachusetts
|
$1.18M
|
+$47.9K
|
+1,122
|
+4%
|
|
|
16
|
Atria Investments
Charlotte,
North Carolina
|
$1.16M
|
+$31.9K
|
+747
|
+3%
|
|
|
17
|
Note Advisors
Buffalo,
New York
|
$1.1M
|
-$185K
|
-4,339
|
-15%
|
|
|
18
|
SK Wealth Management
Providence,
Rhode Island
|
$1.07M
|
-$58.8K
|
-1,379
|
-5%
|
|
|
19
|
Shum Financial Group
Alameda,
California
|
$936K
|
+$8.02K
|
+188
|
+0.9%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$894K
|
-$81K
|
-1,900
|
-8%
|
|
|
21
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$636K
|
+$5.5K
|
+129
|
+0.9%
|
|
|
22
|
Valmark Advisers
Akron,
Ohio
|
$472K
|
-$18K
|
-423
|
-4%
|
|
|
23
|
|
$465K
|
-$693K
|
-16,255
|
-60%
|
|
|
24
|
Brookwood Investment Group
Phoenix,
Arizona
|
$384K
|
+$380K
|
+8,909
|
New
|
|
|
25
|
Private Trust Company
Cleveland,
Ohio
|
$340K
|
–
|
–
|
–
|
|
