|
1
|
|
$155M
|
-$7.02M
|
-406,418
|
-4%
|
|
|
2
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$22.8M
|
-$249K
|
-14,432
|
-1%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$21.4M
|
-$6.25M
|
-361,915
|
-22%
|
|
|
4
|
Evergreen Capital Management
Bellevue,
Washington
|
$20.5M
|
+$761K
|
+44,031
|
+4%
|
|
|
5
|
Prudent Investors Network
Lake Forest,
California
|
$18.1M
|
-$30.5K
|
-1,768
|
-0.2%
|
|
|
6
|
Alliance Wealth Management Group
Flemington,
New Jersey
|
$12.7M
|
-$656K
|
-37,997
|
-5%
|
|
|
7
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$12.7M
|
-$656K
|
-37,997
|
-5%
|
|
|
8
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$9.84M
|
+$244K
|
+14,142
|
+2%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.1M
|
-$422K
|
-24,452
|
-5%
|
|
|
10
|
Truist Financial
Charlotte,
North Carolina
|
$7.83M
|
-$1.44M
|
-83,523
|
-15%
|
|
|
11
|
|
$7.09M
|
-$1.91M
|
-110,673
|
-20%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$5.67M
|
+$301K
|
+17,413
|
+5%
|
|
|
13
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$5.46M
|
+$76.2K
|
+4,412
|
+1%
|
|
|
14
|
Bank of New York Mellon
New York
|
$4.85M
|
+$110K
|
+6,368
|
+2%
|
|
|
15
|
|
$4.84M
|
+$613K
|
+35,477
|
+14%
|
|
|
16
|
Vontobel Holding
Zurich,
Switzerland
|
$4.17M
|
+$4.38M
|
+253,664
|
New
|
|
|
17
|
Anfield Capital Management
Irvine,
California
|
$3.92M
|
-$82.9K
|
-4,800
|
-2%
|
|
|
18
|
Colorado Capital Management
Boulder,
Colorado
|
$3.51M
|
+$76.7K
|
+4,439
|
+2%
|
|
|
19
|
Bank of America
Charlotte,
North Carolina
|
$3.24M
|
-$900K
|
-52,099
|
-21%
|
|
|
20
|
MML Investors Services
Springfield,
Massachusetts
|
$2.27M
|
-$430K
|
-24,894
|
-15%
|
|
|
21
|
Lido Advisors
Los Angeles,
California
|
$2.27M
|
+$2.75K
|
+159
|
+0.1%
|
|
|
22
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$2.01M
|
+$93.2K
|
+5,398
|
+5%
|
|
|
23
|
Omega Financial Group
Santa Barbara,
California
|
$1.94M
|
-$239K
|
-13,829
|
-10%
|
|
|
24
|
Islay Capital Management
Lubbock,
Texas
|
$1.94M
|
+$1.98M
|
+114,720
|
+3,475%
|
|
|
25
|
Lazard Asset Management
New York
|
$1.88M
|
–
|
–
|
–
|
|
