|
1
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$6.79M
|
-$131K
|
-3,861
|
-2%
|
|
|
2
|
Sand Hill Global Advisors
Palo Alto,
California
|
$3.12M
|
+$82.7K
|
+2,441
|
+3%
|
|
|
3
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.83M
|
+$995K
|
+29,358
|
+64%
|
|
|
4
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$2.82M
|
-$372K
|
-10,983
|
-13%
|
|
|
5
|
Fingerlakes Wealth Management
Ithaca,
New York
|
$2.58M
|
+$47.2K
|
+1,393
|
+2%
|
|
|
6
|
Truist Financial
Charlotte,
North Carolina
|
$2.56M
|
+$2.29M
|
+67,733
|
New
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.55M
|
+$2.28M
|
+67,388
|
New
|
|
|
8
|
Journey Strategic Wealth
Summit,
New Jersey
|
$2.37M
|
+$40.5K
|
+1,194
|
+2%
|
|
|
9
|
Stephens Consulting
Flint,
Michigan
|
$1.7M
|
+$209K
|
+6,168
|
+16%
|
|
|
10
|
Harbour Investments
Madison,
Wisconsin
|
$1.02M
|
+$121K
|
+3,568
|
+15%
|
|
|
11
|
Cassaday & Co Wealth Management
Mclean,
Virginia
|
$729K
|
+$50.5K
|
+1,491
|
+8%
|
|
|
12
|
Tower Research Capital (TRC)
New York
|
$728K
|
+$340K
|
+10,024
|
+109%
|
|
|
13
|
Two Sigma Investments
New York
|
$721K
|
-$195K
|
-5,744
|
-23%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$700K
|
+$12.2K
|
+360
|
+2%
|
|
|
15
|
Perennial Investment Advisors
Los Angeles,
California
|
$584K
|
+$523K
|
+15,449
|
New
|
|
|
16
|
HighTower Advisors
Chicago,
Illinois
|
$486K
|
+$508
|
+15
|
+0.1%
|
|
|
17
|
Prism Advisors
Studio City,
California
|
$485K
|
-$131K
|
-3,856
|
-23%
|
|
|
18
|
Hill Island Financial
Grand Rapids,
Michigan
|
$390K
|
+$349K
|
+10,304
|
New
|
|
|
19
|
LPL Financial
San Diego,
California
|
$344K
|
+$308K
|
+9,093
|
New
|
|
|
20
|
Fermata Advisors
Sonoma,
California
|
$310K
|
-$104K
|
-3,061
|
-27%
|
|
|
21
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$268K
|
+$240K
|
+7,088
|
New
|
|
|
22
|
SFM LLC
Manchester,
New Hampshire
|
$224K
|
+$201K
|
+5,932
|
New
|
|
|
23
|
Western Wealth Management
Golden,
Colorado
|
$221K
|
+$198K
|
+5,836
|
New
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$205K
|
+$184K
|
+5,428
|
New
|
|
|
25
|
Wood Tarver Financial Group
Boise,
Idaho
|
$129K
|
–
|
–
|
–
|
|
