|
1
|
|
$65.9M
|
-$2.36M
|
-128,997
|
-3%
|
|
|
2
|
Bank of New York Mellon
New York
|
$13.5M
|
-$28K
|
-1,533
|
-0.2%
|
|
|
3
|
Evergreen Capital Management
Bellevue,
Washington
|
$12.7M
|
+$211K
|
+11,535
|
+2%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$11.9M
|
-$3.71M
|
-202,936
|
-24%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$9.31M
|
-$21.2M
|
-1,159,404
|
-69%
|
|
|
6
|
|
$7.95M
|
+$387K
|
+21,209
|
+5%
|
|
|
7
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$5.86M
|
+$110K
|
+5,996
|
+2%
|
|
|
8
|
Truist Financial
Charlotte,
North Carolina
|
$5.66M
|
+$144K
|
+7,863
|
+3%
|
|
|
9
|
Blueline Advisors
Exeter,
New Hampshire
|
$5.65M
|
+$212K
|
+11,611
|
+4%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.61M
|
+$245K
|
+13,440
|
+5%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$4.94M
|
-$27.3K
|
-1,497
|
-0.6%
|
|
|
12
|
Colorado Capital Management
Boulder,
Colorado
|
$4.4M
|
+$67.9K
|
+3,717
|
+2%
|
|
|
13
|
Curry Webb Wealth Management
Indianapolis,
Indiana
|
$3.16M
|
-$385K
|
-21,058
|
-11%
|
|
|
14
|
Vontobel Holding
Zurich,
Switzerland
|
$3.1M
|
-$8.55K
|
-468
|
-0.3%
|
|
|
15
|
Global Retirement Partners
San Rafael,
California
|
$2.93M
|
+$2.93M
|
+160,215
|
New
|
|
|
16
|
|
$2.33M
|
-$2.05M
|
-112,134
|
-47%
|
|
|
17
|
Asset Allocation Strategies
Farmington,
Michigan
|
$2.17M
|
-$1.65M
|
-90,132
|
-43%
|
|
|
18
|
Omega Financial Group
Santa Barbara,
California
|
$1.88M
|
-$73
|
-4
|
-0%
|
|
|
19
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.87M
|
-$151K
|
-8,285
|
-7%
|
|
|
20
|
Islay Capital Management
Lubbock,
Texas
|
$1.6M
|
-$1.44M
|
-78,928
|
-47%
|
|
|
21
|
Lido Advisors
Los Angeles,
California
|
$1.38M
|
-$25.8K
|
-1,414
|
-2%
|
|
|
22
|
Csenge Advisory Group
Clearwater,
Florida
|
$1.14M
|
+$107K
|
+5,875
|
+10%
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$1.14M
|
-$762K
|
-41,738
|
-40%
|
|
|
24
|
Great Waters Wealth Management
Shoreview,
Minnesota
|
$870K
|
-$17.6K
|
-962
|
-2%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$868K
|
-$26K
|
-1,421
|
-3%
|
|
