|
1
|
Bank of New York Mellon
New York
|
$12.7M
|
+$213K
|
+8,925
|
+2%
|
|
|
2
|
Equitable Holdings
New York
|
$9.43M
|
+$2M
|
+83,543
|
+28%
|
|
|
3
|
Goodman Advisory Group
Needham,
Massachusetts
|
$6.04M
|
+$3.66M
|
+153,032
|
+166%
|
|
|
4
|
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
$4.74M
|
+$220K
|
+9,197
|
+5%
|
|
|
5
|
Evergreen Private Wealth
Greenwood Village,
Colorado
|
$4.6M
|
+$2.97M
|
+124,116
|
+199%
|
|
|
6
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$3.61M
|
+$2.48M
|
+103,911
|
+245%
|
|
|
7
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$3.25M
|
+$1.1K
|
+46
|
+0%
|
|
|
8
|
|
$2.79M
|
-$9.67M
|
-404,682
|
-78%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$2.77M
|
-$249K
|
-10,421
|
-9%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$2.6M
|
+$63.1K
|
+2,640
|
+3%
|
|
|
11
|
MY Wealth Management
Germantown,
Maryland
|
$2.56M
|
+$2.48M
|
+103,625
|
New
|
|
|
12
|
AE Wealth Management
Topeka,
Kansas
|
$2.27M
|
-$70.2K
|
-2,935
|
-3%
|
|
|
13
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2.25M
|
-$228K
|
-9,524
|
-9%
|
|
|
14
|
|
$2.22M
|
-$1.02M
|
-42,625
|
-32%
|
|
|
15
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$2.07M
|
+$35.6K
|
+1,491
|
+2%
|
|
|
16
|
Crumly & Associates
Springfield,
Illinois
|
$1.92M
|
+$927K
|
+38,795
|
+99%
|
|
|
17
|
Ameriprise
Minneapolis,
Minnesota
|
$1.87M
|
+$551K
|
+23,047
|
+44%
|
|
|
18
|
Arbor Capital Management (Alaska)
Anchorage,
Alaska
|
$1.61M
|
+$53.5K
|
+2,239
|
+4%
|
|
|
19
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$1.58M
|
-$1.01M
|
-42,266
|
-40%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.5M
|
-$45.4K
|
-1,900
|
-3%
|
|
|
21
|
Freedom Investment Management
Hartford,
Connecticut
|
$1.5M
|
-$1.03M
|
-43,143
|
-42%
|
|
|
22
|
Jacobson & Schmitt Advisors
Middleton,
Wisconsin
|
$1.29M
|
+$163K
|
+6,810
|
+15%
|
|
|
23
|
Proactive Wealth Strategies
Marietta,
Georgia
|
$1.21M
|
-$28.5K
|
-1,194
|
-2%
|
|
|
24
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$1.18M
|
+$4.68K
|
+196
|
+0.4%
|
|
|
25
|
Columbus Macro
New Castle,
Pennsylvania
|
$1.17M
|
+$4.52K
|
+189
|
+0.4%
|
|
