|
1
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$21.5M
|
+$4.99M
|
+103,979
|
+31%
|
|
|
2
|
Tower Wealth Partners
Lewisburg,
Pennsylvania
|
$20.4M
|
+$413K
|
+8,602
|
+2%
|
|
|
3
|
Victory Capital Management
San Antonio,
Texas
|
$16.3M
|
–
|
–
|
–
|
|
|
4
|
|
$7.95M
|
-$5.2M
|
-108,250
|
-40%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.94M
|
+$15.8K
|
+330
|
+0.3%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$3.98M
|
-$430K
|
-8,947
|
-10%
|
|
|
7
|
Raymond James Financial
St Petersburg,
Florida
|
$2.59M
|
+$39.5K
|
+822
|
+2%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$2.34M
|
-$131K
|
-2,736
|
-5%
|
|
|
9
|
Trilogy Capital
Irvine,
California
|
$1.47M
|
-$657K
|
-13,676
|
-31%
|
|
|
10
|
Sovereign Financial Group
Stamford,
Connecticut
|
$1.38M
|
-$46.5K
|
-969
|
-3%
|
|
|
11
|
Citadel Advisors
Miami,
Florida
|
$1.33M
|
-$145K
|
-3,021
|
-10%
|
|
|
12
|
One Degree Advisors
San Diego,
California
|
$615K
|
+$17K
|
+355
|
+3%
|
|
|
13
|
Two Sigma Investments
New York
|
$557K
|
-$384K
|
-8,000
|
-41%
|
|
|
14
|
LexAurum Advisors
Overland Park,
Kansas
|
$556K
|
–
|
–
|
–
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$467K
|
+$455K
|
+9,476
|
New
|
|
|
16
|
Atria Wealth Solutions
New York
|
$425K
|
+$1.39K
|
+29
|
+0.3%
|
|
|
17
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$350K
|
-$989K
|
-20,601
|
-74%
|
|
|
18
|
Private Advisor Group
Morristown,
New Jersey
|
$335K
|
+$5.47K
|
+114
|
+2%
|
|
|
19
|
|
$320K
|
+$13.9K
|
+289
|
+5%
|
|
|
20
|
Legacy Solutions LLC
Kennett Square,
Pennsylvania
|
$307K
|
–
|
–
|
–
|
|
|
21
|
Truist Financial
Charlotte,
North Carolina
|
$299K
|
–
|
–
|
–
|
|
|
22
|
Lindenwold Advisors
Reading,
Pennsylvania
|
$259K
|
+$32.5K
|
+676
|
+15%
|
|
|
23
|
Global Retirement Partners
San Rafael,
California
|
$147K
|
+$144K
|
+2,992
|
New
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$109K
|
-$366K
|
-7,634
|
-78%
|
|
|
25
|
Steward Partners Investment Advisory
New York
|
$61.6K
|
–
|
–
|
–
|
|
