|
1
|
|
$35M
|
-$6.27M
|
-360,156
|
-15%
|
|
|
2
|
PFS Investments
Duluth,
Georgia
|
$27M
|
+$287K
|
+16,460
|
+1%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$22.3M
|
-$425K
|
-24,440
|
-2%
|
|
|
4
|
Alliance Wealth Management Group
Flemington,
New Jersey
|
$13.5M
|
+$122K
|
+6,983
|
+0.9%
|
|
|
5
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$13.5M
|
+$122K
|
+6,983
|
+0.9%
|
|
|
6
|
Evergreen Capital Management
Bellevue,
Washington
|
$11.9M
|
-$4.41M
|
-253,503
|
-27%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$9.36M
|
+$60.7K
|
+3,487
|
+0.7%
|
|
|
8
|
Lazard Asset Management
New York
|
$9.06M
|
–
|
–
|
–
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.87M
|
+$675K
|
+38,801
|
+8%
|
|
|
10
|
|
$7.78M
|
+$2.64M
|
+151,489
|
+52%
|
|
|
11
|
|
$7.54M
|
+$2.62M
|
+150,253
|
+53%
|
|
|
12
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$6.19M
|
–
|
–
|
–
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$5.68M
|
-$65.8K
|
-3,778
|
-1%
|
|
|
14
|
MBL Wealth
Charlotte,
North Carolina
|
$5.36M
|
+$5.34M
|
+306,491
|
New
|
|
|
15
|
Anfield Capital Management
Irvine,
California
|
$4.37M
|
+$264K
|
+15,172
|
+6%
|
|
|
16
|
Vontobel Holding
Zurich,
Switzerland
|
$4.19M
|
-$110K
|
-6,323
|
-3%
|
|
|
17
|
Truist Financial
Charlotte,
North Carolina
|
$4.16M
|
-$604K
|
-34,696
|
-13%
|
|
|
18
|
Bank of New York Mellon
New York
|
$3.81M
|
-$1.23M
|
-70,892
|
-25%
|
|
|
19
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$3.42M
|
+$330K
|
+18,935
|
+11%
|
|
|
20
|
Colorado Capital Management
Boulder,
Colorado
|
$3.19M
|
+$100K
|
+5,765
|
+3%
|
|
|
21
|
Ameriprise
Minneapolis,
Minnesota
|
$2.89M
|
-$35K
|
-2,008
|
-1%
|
|
|
22
|
Omega Financial Group
Santa Barbara,
California
|
$2.88M
|
-$7.14K
|
-410
|
-0.2%
|
|
|
23
|
MML Investors Services
Springfield,
Massachusetts
|
$2.48M
|
+$69.4K
|
+3,984
|
+3%
|
|
|
24
|
Lido Advisors
Los Angeles,
California
|
$2.25M
|
-$172K
|
-9,906
|
-7%
|
|
|
25
|
Global Retirement Partners
San Rafael,
California
|
$2.1M
|
-$629K
|
-36,112
|
-23%
|
|
