|
1
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$7.3M
|
-$119K
|
-3,024
|
-2%
|
|
|
2
|
Sand Hill Global Advisors
Palo Alto,
California
|
$3.42M
|
+$11.1K
|
+282
|
+0.3%
|
|
|
3
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$3.18M
|
+$91.4K
|
+2,329
|
+3%
|
|
|
4
|
Fingerlakes Wealth Management
Ithaca,
New York
|
$2.86M
|
+$41.3K
|
+1,053
|
+2%
|
|
|
5
|
Truist Financial
Charlotte,
North Carolina
|
$2.79M
|
-$6.08K
|
-155
|
-0.2%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.78M
|
-$4.48K
|
-114
|
-0.2%
|
|
|
7
|
Journey Strategic Wealth
Summit,
New Jersey
|
$2.74M
|
+$146K
|
+3,714
|
+6%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.68M
|
-$1.34M
|
-34,199
|
-46%
|
|
|
9
|
Citadel Advisors
Miami,
Florida
|
$1.59M
|
+$1.51M
|
+38,465
|
New
|
|
|
10
|
Two Sigma Investments
New York
|
$1.25M
|
+$438K
|
+11,144
|
+58%
|
|
|
11
|
Harbour Investments
Madison,
Wisconsin
|
$1.16M
|
+$43K
|
+1,096
|
+4%
|
|
|
12
|
Onyx Bridge Wealth Group
Tarrytown,
New York
|
$1.12M
|
+$1.06M
|
+27,106
|
New
|
|
|
13
|
LPL Financial
San Diego,
California
|
$907K
|
+$504K
|
+12,849
|
+141%
|
|
|
14
|
Perennial Investment Advisors
Los Angeles,
California
|
$793K
|
+$146K
|
+3,731
|
+24%
|
|
|
15
|
Cassaday & Co Wealth Management
Mclean,
Virginia
|
$790K
|
-$5.93K
|
-151
|
-0.8%
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$765K
|
–
|
–
|
–
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$611K
|
+$367K
|
+9,350
|
+172%
|
|
|
18
|
Hill Island Financial
Grand Rapids,
Michigan
|
$575K
|
+$141K
|
+3,598
|
+35%
|
|
|
19
|
Prism Advisors
Studio City,
California
|
$534K
|
+$4.48K
|
+114
|
+0.9%
|
|
|
20
|
HighTower Advisors
Chicago,
Illinois
|
$531K
|
+$510
|
+13
|
+0.1%
|
|
|
21
|
Sonoma Allocations
Santa Rosa,
California
|
$447K
|
+$424K
|
+10,808
|
New
|
|
|
22
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$364K
|
+$67K
|
+1,707
|
+24%
|
|
|
23
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$327K
|
+$311K
|
+7,913
|
New
|
|
|
24
|
Fermata Advisors
Sonoma,
California
|
$319K
|
-$18.5K
|
-470
|
-6%
|
|
|
25
|
Rovin Capital
Mesa,
Arizona
|
$301K
|
+$286K
|
+7,272
|
New
|
|
