|
1
|
|
$41.3M
|
-$118M
|
-6,810,722
|
-74%
|
|
|
2
|
PFS Investments
Duluth,
Georgia
|
$26.7M
|
+$7.99M
|
+460,528
|
+43%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$22.8M
|
-$390K
|
-22,458
|
-2%
|
|
|
4
|
Evergreen Capital Management
Bellevue,
Washington
|
$16.4M
|
+$484K
|
+27,889
|
+3%
|
|
|
5
|
Alliance Wealth Management Group
Flemington,
New Jersey
|
$13.4M
|
+$324K
|
+18,694
|
+3%
|
|
|
6
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$13.4M
|
+$324K
|
+18,694
|
+3%
|
|
|
7
|
Lazard Asset Management
New York
|
$10.1M
|
–
|
–
|
–
|
|
|
8
|
LPL Financial
San Diego,
California
|
$9.31M
|
+$1.35M
|
+78,048
|
+17%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.21M
|
-$5.16M
|
-297,654
|
-39%
|
|
|
10
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$6.2M
|
-$19.2M
|
-1,104,929
|
-76%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$5.76M
|
-$58.3K
|
-3,359
|
-1%
|
|
|
12
|
|
$5.14M
|
+$139K
|
+7,998
|
+3%
|
|
|
13
|
Bank of New York Mellon
New York
|
$5.06M
|
-$73.8K
|
-4,255
|
-1%
|
|
|
14
|
|
$4.93M
|
-$4.82M
|
-277,767
|
-50%
|
|
|
15
|
Truist Financial
Charlotte,
North Carolina
|
$4.78M
|
-$1.68M
|
-96,831
|
-26%
|
|
|
16
|
Vontobel Holding
Zurich,
Switzerland
|
$4.3M
|
+$78.8K
|
+4,545
|
+2%
|
|
|
17
|
Anfield Capital Management
Irvine,
California
|
$4.12M
|
+$1.13M
|
+65,170
|
+38%
|
|
|
18
|
Colorado Capital Management
Boulder,
Colorado
|
$3.1M
|
-$532K
|
-30,682
|
-15%
|
|
|
19
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$3.1M
|
+$301K
|
+17,380
|
+11%
|
|
|
20
|
Ameriprise
Minneapolis,
Minnesota
|
$2.94M
|
+$1.94M
|
+111,869
|
+200%
|
|
|
21
|
Omega Financial Group
Santa Barbara,
California
|
$2.89M
|
+$2.58K
|
+149
|
+0.1%
|
|
|
22
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$2.77M
|
+$2.18M
|
+125,662
|
+383%
|
|
|
23
|
Old Mission Capital
Chicago,
Illinois
|
$2.75M
|
+$281K
|
+16,180
|
+11%
|
|
|
24
|
Global Retirement Partners
San Rafael,
California
|
$2.71M
|
+$1.84M
|
+105,904
|
+211%
|
|
|
25
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.53M
|
+$631K
|
+36,387
|
+34%
|
|
