|
1
|
|
$372M
|
+$8.08M
|
+133,813
|
+2%
|
|
|
2
|
D'Orazio & Associates
Falls Church,
Virginia
|
$81.5M
|
-$54.7K
|
-906
|
-0.1%
|
|
|
3
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$16M
|
+$14.9M
|
+246,161
|
New
|
|
|
4
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$15.6M
|
–
|
–
|
–
|
|
|
5
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$14.4M
|
-$160K
|
-2,652
|
-1%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.27M
|
+$5.6M
|
+92,730
|
+185%
|
|
|
7
|
|
$6.75M
|
+$3.66M
|
+60,592
|
+139%
|
|
|
8
|
Financial Partners Capital Management
New York
|
$4.61M
|
+$4.29M
|
+71,078
|
New
|
|
|
9
|
Titus Wealth Management
Larskpur,
California
|
$2.99M
|
-$76.3K
|
-1,264
|
-3%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$2.76M
|
+$467K
|
+7,736
|
+22%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$2.74M
|
+$1.05M
|
+17,332
|
+70%
|
|
|
12
|
Vident Investment Advisory
Alpharetta,
Georgia
|
$2.53M
|
+$2.35M
|
+38,980
|
New
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$2.49M
|
-$9.21M
|
-152,596
|
-80%
|
|
|
14
|
Avidian Wealth Enterprises
Houston,
Texas
|
$2.31M
|
+$2.14M
|
+35,517
|
New
|
|
|
15
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.1M
|
+$537K
|
+8,889
|
+38%
|
|
|
16
|
Banco Santander
Madrid,
Spain
|
$1.99M
|
+$1.85M
|
+30,674
|
New
|
|
|
17
|
MML Investors Services
Springfield,
Massachusetts
|
$1.64M
|
+$44K
|
+729
|
+3%
|
|
|
18
|
Allianz Asset Management
Munich,
Germany
|
$1.56M
|
+$1.45M
|
+24,000
|
New
|
|
|
19
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$1.47M
|
-$12.9K
|
-214
|
-0.9%
|
|
|
20
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$1.44M
|
+$1.34M
|
+22,237
|
New
|
|
|
21
|
Patten Group
Chattanooga,
Tennessee
|
$1.32M
|
+$819K
|
+13,566
|
+200%
|
|
|
22
|
Blue Fin Capital
Warren,
Rhode Island
|
$1.27M
|
-$156K
|
-2,577
|
-12%
|
|
|
23
|
Truist Financial
Charlotte,
North Carolina
|
$1.2M
|
-$604
|
-10
|
-0.1%
|
|
|
24
|
LPL Financial
San Diego,
California
|
$1.02M
|
-$279K
|
-4,620
|
-23%
|
|
|
25
|
Ameriprise
Minneapolis,
Minnesota
|
$867K
|
-$5M
|
-82,910
|
-86%
|
|
