|
1
|
|
$166M
|
-$25.2M
|
-1,432,153
|
-13%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$28M
|
-$8.05M
|
-457,777
|
-22%
|
|
|
3
|
Lazard Asset Management
New York
|
$24.3M
|
–
|
–
|
–
|
|
|
4
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$23.7M
|
-$2.81M
|
-160,018
|
-10%
|
|
|
5
|
Evergreen Capital Management
Bellevue,
Washington
|
$20.3M
|
+$15.2M
|
+866,128
|
+258%
|
|
|
6
|
Prudent Investors Network
Lake Forest,
California
|
$18.6M
|
-$2.94M
|
-167,473
|
-13%
|
|
|
7
|
Alliance Wealth Management Group
Flemington,
New Jersey
|
$13.7M
|
-$723K
|
-41,118
|
-5%
|
|
|
8
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$13.7M
|
-$723K
|
-41,118
|
-5%
|
|
|
9
|
PFS Investments
Duluth,
Georgia
|
$11.2M
|
+$11.7M
|
+667,499
|
New
|
|
|
10
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$9.85M
|
+$1.06M
|
+60,220
|
+11%
|
|
|
11
|
Truist Financial
Charlotte,
North Carolina
|
$9.44M
|
-$1.79M
|
-101,969
|
-15%
|
|
|
12
|
|
$9.13M
|
+$5.92M
|
+336,786
|
+164%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.72M
|
-$3.58M
|
-203,656
|
-28%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$5.79M
|
+$89.8K
|
+5,108
|
+2%
|
|
|
15
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$5.52M
|
+$5.76M
|
+327,652
|
New
|
|
|
16
|
LPL Financial
San Diego,
California
|
$5.52M
|
+$120K
|
+6,803
|
+2%
|
|
|
17
|
Bank of New York Mellon
New York
|
$4.87M
|
+$205K
|
+11,680
|
+4%
|
|
|
18
|
|
$4.36M
|
-$1.04M
|
-58,907
|
-19%
|
|
|
19
|
Bank of America
Charlotte,
North Carolina
|
$4.21M
|
-$660K
|
-37,563
|
-13%
|
|
|
20
|
Anfield Capital Management
Irvine,
California
|
$4.1M
|
+$98.4K
|
+5,600
|
+2%
|
|
|
21
|
Colorado Capital Management
Boulder,
Colorado
|
$3.53M
|
-$197K
|
-11,205
|
-5%
|
|
|
22
|
MML Investors Services
Springfield,
Massachusetts
|
$2.74M
|
+$73.7K
|
+4,192
|
+3%
|
|
|
23
|
Lido Advisors
Los Angeles,
California
|
$2.32M
|
+$64.2K
|
+3,655
|
+3%
|
|
|
24
|
Omega Financial Group
Santa Barbara,
California
|
$2.23M
|
+$276K
|
+15,685
|
+13%
|
|
|
25
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$1.97M
|
+$104K
|
+5,942
|
+5%
|
|
