|
1
|
Bank of New York Mellon
New York
|
$10.5M
|
+$17.5K
|
+411
|
+0.2%
|
|
|
2
|
Journey Strategic Wealth
Summit,
New Jersey
|
$9.74M
|
+$522K
|
+12,267
|
+6%
|
|
|
3
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$8.6M
|
+$31.4K
|
+738
|
+0.4%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.83M
|
-$38.9K
|
-914
|
-0.7%
|
|
|
5
|
Treasure Coast Financial Planning
Vero Beach,
Florida
|
$5.35M
|
+$40.5K
|
+953
|
+0.8%
|
|
|
6
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$4.98M
|
+$2.66M
|
+62,439
|
+118%
|
|
|
7
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$4.3M
|
+$159K
|
+3,746
|
+4%
|
|
|
8
|
Old Mission Capital
Chicago,
Illinois
|
$3.07M
|
+$3.02M
|
+71,024
|
New
|
|
|
9
|
Longview Asset Management (New Mexico)
Santa Fe,
New Mexico
|
$2.92M
|
+$203K
|
+4,771
|
+8%
|
|
|
10
|
Watchman Group
Plano,
Texas
|
$2.49M
|
+$501K
|
+11,782
|
+26%
|
|
|
11
|
Arvest Investments
Lowell,
Arkansas
|
$2.45M
|
-$17.6K
|
-414
|
-0.7%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$2.32M
|
+$19.7K
|
+462
|
+0.9%
|
|
|
13
|
Atria Investments
Charlotte,
North Carolina
|
$1.31M
|
+$153K
|
+3,606
|
+13%
|
|
|
14
|
1620 Investment Advisors
Plymouth,
Massachusetts
|
$1.22M
|
+$37.5K
|
+881
|
+3%
|
|
|
15
|
Note Advisors
Buffalo,
New York
|
$1.11M
|
+$3.49K
|
+82
|
+0.3%
|
|
|
16
|
SK Wealth Management
Providence,
Rhode Island
|
$1.09M
|
-$2.08K
|
-49
|
-0.2%
|
|
|
17
|
Private Advisor Group
Morristown,
New Jersey
|
$934K
|
-$672K
|
-15,796
|
-42%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$865K
|
-$30.1K
|
-707
|
-3%
|
|
|
19
|
|
$725K
|
+$255K
|
+5,992
|
+56%
|
|
|
20
|
|
$653K
|
+$643K
|
+15,122
|
New
|
|
|
21
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$646K
|
+$8.3K
|
+195
|
+1%
|
|
|
22
|
Valmark Advisers
Akron,
Ohio
|
$499K
|
+$25.7K
|
+603
|
+6%
|
|
|
23
|
Raymond James Financial
St Petersburg,
Florida
|
$334K
|
+$329K
|
+7,735
|
New
|
|
|
24
|
Advyzon Investment Management
Lisle,
Illinois
|
$305K
|
-$31.1K
|
-732
|
-9%
|
|
|
25
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$301K
|
-$22.1K
|
-519
|
-7%
|
|
