|
1
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$5.83M
|
+$559K
|
+16,215
|
+10%
|
|
|
2
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$2.72M
|
-$4.75K
|
-138
|
-0.2%
|
|
|
3
|
Sand Hill Global Advisors
Palo Alto,
California
|
$2.54M
|
+$2.76M
|
+80,009
|
New
|
|
|
4
|
Fingerlakes Wealth Management
Ithaca,
New York
|
$2.12M
|
+$411K
|
+11,942
|
+22%
|
|
|
5
|
Journey Strategic Wealth
Summit,
New Jersey
|
$1.95M
|
+$109K
|
+3,160
|
+5%
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.45M
|
+$85.5K
|
+2,483
|
+6%
|
|
|
7
|
Stephens Consulting
Flint,
Michigan
|
$1.23M
|
+$128K
|
+3,725
|
+11%
|
|
|
8
|
Two Sigma Investments
New York
|
$788K
|
+$489K
|
+14,200
|
+134%
|
|
|
9
|
Harbour Investments
Madison,
Wisconsin
|
$743K
|
+$24.8K
|
+719
|
+3%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$576K
|
+$228K
|
+6,623
|
+58%
|
|
|
11
|
Cassaday & Co Wealth Management
Mclean,
Virginia
|
$565K
|
–
|
–
|
–
|
|
|
12
|
Prism Advisors
Studio City,
California
|
$530K
|
-$82.9K
|
-2,406
|
-13%
|
|
|
13
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$408K
|
+$448
|
+13
|
+0.1%
|
|
|
14
|
HighTower Advisors
Chicago,
Illinois
|
$407K
|
+$586
|
+17
|
+0.1%
|
|
|
15
|
Fermata Advisors
Sonoma,
California
|
$357K
|
+$12.1K
|
+351
|
+3%
|
|
|
16
|
Tower Research Capital (TRC)
New York
|
$293K
|
-$446K
|
-12,944
|
-58%
|
|
|
17
|
Wood Tarver Financial Group
Boise,
Idaho
|
$109K
|
–
|
–
|
–
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$57K
|
+$44.7K
|
+1,297
|
+261%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$35K
|
–
|
–
|
–
|
|
|
20
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$29K
|
+$1.21K
|
+35
|
+4%
|
|
|
21
|
AE Wealth Management
Topeka,
Kansas
|
$27.6K
|
+$758
|
+22
|
+3%
|
|
|
22
|
|
$26.1K
|
+$20.7K
|
+600
|
+271%
|
|
|
23
|
Front Row Advisors
Tiburon,
California
|
$13.8K
|
+$15K
|
+435
|
New
|
|
|
24
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$9.88K
|
+$1.21K
|
+35
|
+13%
|
|
|
25
|
Fidelity Investments
Boston,
Massachusetts
|
$6.39K
|
+$6.92K
|
+201
|
New
|
|
