|
1
|
|
$42.8M
|
-$565K
|
-11,883
|
-1%
|
|
|
2
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$7.42M
|
-$326K
|
-6,868
|
-5%
|
|
|
3
|
|
$5.94M
|
+$316K
|
+6,657
|
+6%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$5.15M
|
+$814K
|
+17,137
|
+21%
|
|
|
5
|
Fingerlakes Wealth Management
Ithaca,
New York
|
$4.34M
|
+$182K
|
+3,837
|
+5%
|
|
|
6
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$4.19M
|
+$246K
|
+5,167
|
+7%
|
|
|
7
|
Sand Hill Global Advisors
Palo Alto,
California
|
$3.58M
|
-$86K
|
-1,810
|
-3%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.45M
|
-$92.4K
|
-1,945
|
-3%
|
|
|
9
|
Truist Financial
Charlotte,
North Carolina
|
$3.21M
|
-$166K
|
-3,483
|
-5%
|
|
|
10
|
Pearl Planning
Dexter,
Michigan
|
$3.21M
|
+$268K
|
+5,646
|
+10%
|
|
|
11
|
HighTower Advisors
Chicago,
Illinois
|
$2.38M
|
+$673K
|
+14,163
|
+44%
|
|
|
12
|
Perennial Investment Advisors
Los Angeles,
California
|
$2.24M
|
-$1.38M
|
-28,967
|
-40%
|
|
|
13
|
NewEdge Advisors
New Orleans,
Louisiana
|
$1.93M
|
+$109K
|
+2,289
|
+6%
|
|
|
14
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.89M
|
+$1.76M
|
+36,972
|
New
|
|
|
15
|
Harbour Investments
Madison,
Wisconsin
|
$1.54M
|
+$21.9K
|
+461
|
+2%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.49M
|
+$246K
|
+5,184
|
+22%
|
|
|
17
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$1.2M
|
+$49.2K
|
+1,036
|
+5%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.04M
|
+$80.8K
|
+1,700
|
+9%
|
|
|
19
|
Hill Island Financial
Grand Rapids,
Michigan
|
$930K
|
+$146K
|
+3,076
|
+20%
|
|
|
20
|
Prism Advisors
Studio City,
California
|
$896K
|
-$23.6K
|
-496
|
-3%
|
|
|
21
|
Onyx Bridge Wealth Group
Tarrytown,
New York
|
$875K
|
-$472K
|
-9,933
|
-37%
|
|
|
22
|
Bank of America
Charlotte,
North Carolina
|
$847K
|
-$7.13K
|
-150
|
-0.9%
|
|
|
23
|
Seven Mile Advisory
Ewing,
New Jersey
|
$733K
|
+$680K
|
+14,308
|
New
|
|
|
24
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$710K
|
+$658K
|
+13,849
|
New
|
|
|
25
|
Basso Capital Management
Stamford,
Connecticut
|
$704K
|
+$653K
|
+13,739
|
New
|
|
