|
1
|
|
$224M
|
-$34.2M
|
-1,766,155
|
-13%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$40.7M
|
-$2.83M
|
-146,063
|
-7%
|
|
|
3
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$28.5M
|
+$28.4M
|
+1,465,902
|
New
|
|
|
4
|
Lazard Asset Management
New York
|
$28.4M
|
–
|
–
|
–
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$27.1M
|
-$1.02M
|
-52,537
|
-4%
|
|
|
6
|
Prudent Investors Network
Lake Forest,
California
|
$26.2M
|
+$8.37M
|
+431,952
|
+47%
|
|
|
7
|
RWA Wealth Partners
Newton,
Massachusetts
|
$16.9M
|
-$684K
|
-35,266
|
-4%
|
|
|
8
|
Alliance Wealth Management Group
Flemington,
New Jersey
|
$16.2M
|
+$67.7K
|
+3,493
|
+0.4%
|
|
|
9
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$16.2M
|
+$67.7K
|
+3,493
|
+0.4%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$14.3M
|
-$2.14M
|
-110,181
|
-13%
|
|
|
11
|
Truist Financial
Charlotte,
North Carolina
|
$11.5M
|
-$468K
|
-24,166
|
-4%
|
|
|
12
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$9.22M
|
-$55.2K
|
-2,847
|
-0.6%
|
|
|
13
|
|
$8.04M
|
-$587K
|
-30,278
|
-7%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$6.57M
|
-$210K
|
-10,839
|
-3%
|
|
|
15
|
Evergreen Capital Management
Bellevue,
Washington
|
$6.56M
|
+$34.1K
|
+1,760
|
+0.5%
|
|
|
16
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$6.48M
|
-$401K
|
-20,708
|
-6%
|
|
|
17
|
BlueCrest Capital Management
St Helier,
Jersey
|
$6.26M
|
+$6.25M
|
+322,428
|
New
|
|
|
18
|
Bank of America
Charlotte,
North Carolina
|
$5.8M
|
-$16.9M
|
-869,655
|
-74%
|
|
|
19
|
Bank of New York Mellon
New York
|
$5.32M
|
+$366K
|
+18,867
|
+7%
|
|
|
20
|
Colorado Capital Management
Boulder,
Colorado
|
$4.41M
|
-$77.8K
|
-4,014
|
-2%
|
|
|
21
|
Anfield Capital Management
Irvine,
California
|
$4.26M
|
+$15.5K
|
+800
|
+0.4%
|
|
|
22
|
|
$4.12M
|
+$3.01M
|
+155,108
|
+273%
|
|
|
23
|
Advisors Preferred
Rockville,
Maryland
|
$3.71M
|
-$65K
|
-3,352
|
-2%
|
|
|
24
|
Advisornet Financial
Minnetonka,
Minnesota
|
$3.68M
|
-$181K
|
-9,333
|
-5%
|
|
|
25
|
Founders Financial Securities
Towson,
Maryland
|
$3.44M
|
+$295K
|
+15,204
|
+9%
|
|
