|
1
|
|
$22.4M
|
+$22.3M
|
+527,934
|
New
|
|
|
2
|
|
$22.2M
|
+$22.1M
|
+522,974
|
New
|
|
|
3
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$6.69M
|
-$790K
|
-18,683
|
-11%
|
|
|
4
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$3.16M
|
-$97.5K
|
-2,305
|
-3%
|
|
|
5
|
Fingerlakes Wealth Management
Ithaca,
New York
|
$3.1M
|
+$169K
|
+3,991
|
+6%
|
|
|
6
|
Sand Hill Global Advisors
Palo Alto,
California
|
$3.04M
|
-$461K
|
-10,892
|
-13%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.89M
|
+$42.3K
|
+999
|
+1%
|
|
|
8
|
Journey Strategic Wealth
Summit,
New Jersey
|
$2.88M
|
+$69.9K
|
+1,653
|
+2%
|
|
|
9
|
Truist Financial
Charlotte,
North Carolina
|
$2.85M
|
-$15.2K
|
-360
|
-0.5%
|
|
|
10
|
Pearl Planning
Dexter,
Michigan
|
$2.24M
|
+$2.24M
|
+52,837
|
New
|
|
|
11
|
Citadel Advisors
Miami,
Florida
|
$1.46M
|
-$166K
|
-3,925
|
-10%
|
|
|
12
|
Two Sigma Investments
New York
|
$1.41M
|
+$127K
|
+3,000
|
+10%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$1.38M
|
+$445K
|
+10,523
|
+48%
|
|
|
14
|
Harbour Investments
Madison,
Wisconsin
|
$1.18M
|
-$11.7K
|
-277
|
-1%
|
|
|
15
|
Perennial Investment Advisors
Los Angeles,
California
|
$1.16M
|
+$351K
|
+8,306
|
+43%
|
|
|
16
|
Onyx Bridge Wealth Group
Tarrytown,
New York
|
$1.16M
|
+$13.2K
|
+313
|
+1%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1M
|
+$376K
|
+8,880
|
+60%
|
|
|
18
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$869K
|
+$867K
|
+20,498
|
New
|
|
|
19
|
Sonoma Allocations
Santa Rosa,
California
|
$811K
|
+$338K
|
+7,997
|
+74%
|
|
|
20
|
Cassaday & Co Wealth Management
Mclean,
Virginia
|
$789K
|
-$20.7K
|
-489
|
-3%
|
|
|
21
|
Bank of America
Charlotte,
North Carolina
|
$767K
|
-$17.2K
|
-407
|
-2%
|
|
|
22
|
|
$610K
|
+$404K
|
+9,538
|
+197%
|
|
|
23
|
Hill Island Financial
Grand Rapids,
Michigan
|
$597K
|
+$7.79K
|
+184
|
+1%
|
|
|
24
|
HighTower Advisors
Chicago,
Illinois
|
$545K
|
+$550
|
+13
|
+0.1%
|
|
|
25
|
Prism Advisors
Studio City,
California
|
$525K
|
-$23K
|
-544
|
-4%
|
|
