|
1
|
Fagan Associates
Troy,
New York
|
$12M
|
+$2.14M
|
+49,238
|
+22%
|
|
|
2
|
Bank of New York Mellon
New York
|
$11.2M
|
+$489K
|
+11,253
|
+5%
|
|
|
3
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$9.26M
|
+$236K
|
+5,432
|
+3%
|
|
|
4
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$8.9M
|
+$3.3M
|
+75,978
|
+59%
|
|
|
5
|
Journey Strategic Wealth
Summit,
New Jersey
|
$8.5M
|
-$1.46M
|
-33,529
|
-15%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.18M
|
-$39.1K
|
-899
|
-0.6%
|
|
|
7
|
Treasure Coast Financial Planning
Vero Beach,
Florida
|
$5.83M
|
+$292K
|
+6,716
|
+5%
|
|
|
8
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$4.4M
|
+$2.56K
|
+59
|
+0.1%
|
|
|
9
|
Longview Asset Management (New Mexico)
Santa Fe,
New Mexico
|
$3.64M
|
+$304K
|
+7,006
|
+9%
|
|
|
10
|
Watchman Group
Plano,
Texas
|
$2.72M
|
+$37.9K
|
+872
|
+1%
|
|
|
11
|
Arvest Investments
Lowell,
Arkansas
|
$2.43M
|
-$869
|
-20
|
-0%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$2.34M
|
-$70.7K
|
-1,628
|
-3%
|
|
|
13
|
Note Advisors
Buffalo,
New York
|
$1.33M
|
+$162K
|
+3,733
|
+14%
|
|
|
14
|
1620 Investment Advisors
Plymouth,
Massachusetts
|
$1.24M
|
-$18.9K
|
-435
|
-1%
|
|
|
15
|
Atria Investments
Charlotte,
North Carolina
|
$1.09M
|
-$158K
|
-3,629
|
-13%
|
|
|
16
|
Shum Financial Group
Alameda,
California
|
$1.01M
|
+$27.9K
|
+643
|
+3%
|
|
|
17
|
Private Advisor Group
Morristown,
New Jersey
|
$966K
|
+$96.1K
|
+2,211
|
+11%
|
|
|
18
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$847K
|
-$69K
|
-1,588
|
-8%
|
|
|
19
|
|
$781K
|
-$518K
|
-11,935
|
-40%
|
|
|
20
|
Old Mission Capital
Chicago,
Illinois
|
$696K
|
-$686K
|
-15,787
|
-50%
|
|
|
21
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$667K
|
+$10.9K
|
+251
|
+2%
|
|
|
22
|
Raymond James Financial
St Petersburg,
Florida
|
$619K
|
+$308K
|
+7,098
|
+99%
|
|
|
23
|
LPL Financial
San Diego,
California
|
$549K
|
-$20.5K
|
-471
|
-4%
|
|
|
24
|
Valmark Advisers
Akron,
Ohio
|
$459K
|
-$5.87K
|
-135
|
-1%
|
|
|
25
|
Advyzon Investment Management
Lisle,
Illinois
|
$397K
|
+$52.2K
|
+1,201
|
+15%
|
|
