|
1
|
Bank of New York Mellon
New York
|
$10.8M
|
+$176K
|
+4,044
|
+2%
|
|
|
2
|
Journey Strategic Wealth
Summit,
New Jersey
|
$10.1M
|
+$188K
|
+4,337
|
+2%
|
|
|
3
|
Fagan Associates
Troy,
New York
|
$9.96M
|
+$9.85M
|
+226,785
|
New
|
|
|
4
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$9.15M
|
+$396K
|
+9,126
|
+5%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.3M
|
+$372K
|
+8,574
|
+6%
|
|
|
6
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$5.69M
|
+$621K
|
+14,293
|
+12%
|
|
|
7
|
Treasure Coast Financial Planning
Vero Beach,
Florida
|
$5.62M
|
+$176K
|
+4,046
|
+3%
|
|
|
8
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$4.46M
|
+$85K
|
+1,956
|
+2%
|
|
|
9
|
Longview Asset Management (New Mexico)
Santa Fe,
New Mexico
|
$3.38M
|
+$413K
|
+9,514
|
+14%
|
|
|
10
|
Watchman Group
Plano,
Texas
|
$2.72M
|
+$186K
|
+4,281
|
+7%
|
|
|
11
|
Arvest Investments
Lowell,
Arkansas
|
$2.46M
|
-$26.1K
|
-601
|
-1%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$2.44M
|
+$80K
|
+1,843
|
+3%
|
|
|
13
|
Old Mission Capital
Chicago,
Illinois
|
$1.4M
|
-$1.7M
|
-39,168
|
-55%
|
|
|
14
|
|
$1.32M
|
+$572K
|
+13,178
|
+79%
|
|
|
15
|
1620 Investment Advisors
Plymouth,
Massachusetts
|
$1.27M
|
+$27.6K
|
+636
|
+2%
|
|
|
16
|
Atria Investments
Charlotte,
North Carolina
|
$1.26M
|
-$71.7K
|
-1,650
|
-5%
|
|
|
17
|
Note Advisors
Buffalo,
New York
|
$1.18M
|
+$55.4K
|
+1,276
|
+5%
|
|
|
18
|
SK Wealth Management
Providence,
Rhode Island
|
$1.12M
|
+$16.9K
|
+389
|
+2%
|
|
|
19
|
Shum Financial Group
Alameda,
California
|
$1M
|
+$990K
|
+22,789
|
New
|
|
|
20
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$929K
|
+$919K
|
+21,148
|
New
|
|
|
21
|
Private Advisor Group
Morristown,
New Jersey
|
$883K
|
-$67.1K
|
-1,545
|
-7%
|
|
|
22
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$665K
|
+$8.38K
|
+193
|
+1%
|
|
|
23
|
LPL Financial
San Diego,
California
|
$578K
|
-$299K
|
-6,876
|
-34%
|
|
|
24
|
Valmark Advisers
Akron,
Ohio
|
$472K
|
-$35.8K
|
-824
|
-7%
|
|
|
25
|
Advyzon Investment Management
Lisle,
Illinois
|
$349K
|
+$38.4K
|
+885
|
+13%
|
|
