|
1
|
Bank of New York Mellon
New York
|
$13.4M
|
+$2.48M
|
+57,393
|
+22%
|
|
|
2
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$12.1M
|
+$3.42M
|
+79,310
|
+39%
|
|
|
3
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$9.37M
|
+$278K
|
+6,441
|
+3%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.12M
|
+$46K
|
+1,065
|
+0.7%
|
|
|
5
|
Treasure Coast Financial Planning
Vero Beach,
Florida
|
$6.11M
|
+$379K
|
+8,776
|
+7%
|
|
|
6
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$4.2M
|
-$121K
|
-2,800
|
-3%
|
|
|
7
|
EP Wealth Advisors
Torrance,
California
|
$3.98M
|
+$4.04M
|
+93,572
|
New
|
|
|
8
|
Watchman Group
Plano,
Texas
|
$2.83M
|
+$160K
|
+3,700
|
+6%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$2.53M
|
+$234K
|
+5,429
|
+10%
|
|
|
10
|
Journey Strategic Wealth
Summit,
New Jersey
|
$1.41M
|
-$7.04M
|
-163,170
|
-83%
|
|
|
11
|
Note Advisors
Buffalo,
New York
|
$1.4M
|
+$95.9K
|
+2,223
|
+7%
|
|
|
12
|
HighTower Advisors
Chicago,
Illinois
|
$1.39M
|
+$1.41M
|
+32,723
|
New
|
|
|
13
|
1620 Investment Advisors
Plymouth,
Massachusetts
|
$1.25M
|
+$33.4K
|
+773
|
+3%
|
|
|
14
|
Atria Investments
Charlotte,
North Carolina
|
$1.13M
|
+$63.3K
|
+1,467
|
+6%
|
|
|
15
|
Shum Financial Group
Alameda,
California
|
$1.05M
|
+$57.9K
|
+1,341
|
+6%
|
|
|
16
|
Private Advisor Group
Morristown,
New Jersey
|
$946K
|
-$3.19K
|
-74
|
-0.3%
|
|
|
17
|
|
$943K
|
+$178K
|
+4,130
|
+23%
|
|
|
18
|
Raymond James Financial
St Petersburg,
Florida
|
$625K
|
+$16.5K
|
+383
|
+3%
|
|
|
19
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$569K
|
-$267K
|
-6,184
|
-32%
|
|
|
20
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$534K
|
+$237K
|
+5,501
|
+78%
|
|
|
21
|
LPL Financial
San Diego,
California
|
$505K
|
-$35.1K
|
-814
|
-6%
|
|
|
22
|
Valmark Advisers
Akron,
Ohio
|
$446K
|
-$5.44K
|
-126
|
-1%
|
|
|
23
|
Advyzon Investment Management
Lisle,
Illinois
|
$339K
|
-$51.6K
|
-1,195
|
-13%
|
|
|
24
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$307K
|
+$32.1K
|
+745
|
+12%
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
$294K
|
+$27.1K
|
+627
|
+10%
|
|
