|
1
|
|
$157M
|
-$4.29M
|
-251,992
|
-3%
|
|
|
2
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$25M
|
+$1.17M
|
+68,727
|
+5%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$22.7M
|
+$378K
|
+22,185
|
+2%
|
|
|
4
|
Prudent Investors Network
Lake Forest,
California
|
$19.9M
|
+$1.05M
|
+61,760
|
+6%
|
|
|
5
|
PFS Investments
Duluth,
Georgia
|
$18.3M
|
+$18.2M
|
+1,066,604
|
New
|
|
|
6
|
Evergreen Capital Management
Bellevue,
Washington
|
$15.6M
|
-$5.74M
|
-336,955
|
-27%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$13.1M
|
+$4.66M
|
+273,528
|
+56%
|
|
|
8
|
Alliance Wealth Management Group
Flemington,
New Jersey
|
$12.7M
|
-$539K
|
-31,665
|
-4%
|
|
|
9
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$12.7M
|
-$539K
|
-31,665
|
-4%
|
|
|
10
|
RWA Wealth Partners
Newton,
Massachusetts
|
$9.91M
|
+$9.59M
|
+563,233
|
New
|
|
|
11
|
|
$9.57M
|
+$2.17M
|
+127,723
|
+30%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$7.77M
|
+$1.86M
|
+109,038
|
+32%
|
|
|
13
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$7.55M
|
+$6.84M
|
+401,723
|
+1,021%
|
|
|
14
|
Truist Financial
Charlotte,
North Carolina
|
$6.33M
|
-$1.82M
|
-106,862
|
-22%
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$5.69M
|
+$2.29M
|
+134,783
|
+68%
|
|
|
16
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$5.65M
|
-$33.8K
|
-1,988
|
-0.6%
|
|
|
17
|
Bank of New York Mellon
New York
|
$5.02M
|
-$36.8K
|
-2,160
|
-0.7%
|
|
|
18
|
|
$4.89M
|
-$149K
|
-8,741
|
-3%
|
|
|
19
|
HighTower Advisors
Chicago,
Illinois
|
$4.25M
|
+$4.23M
|
+248,317
|
New
|
|
|
20
|
Vontobel Holding
Zurich,
Switzerland
|
$4.13M
|
-$211K
|
-12,372
|
-5%
|
|
|
21
|
Colorado Capital Management
Boulder,
Colorado
|
$3.55M
|
-$105K
|
-6,168
|
-3%
|
|
|
22
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$2.98M
|
+$1.08M
|
+63,655
|
+71%
|
|
|
23
|
Anfield Capital Management
Irvine,
California
|
$2.91M
|
-$1.17M
|
-68,628
|
-29%
|
|
|
24
|
Omega Financial Group
Santa Barbara,
California
|
$2.82M
|
+$795K
|
+46,705
|
+39%
|
|
|
25
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$2.73M
|
+$632K
|
+37,138
|
+30%
|
|
