|
1
|
|
$33.4M
|
-$750K
|
-43,142
|
-2%
|
|
|
2
|
Bank of New York Mellon
New York
|
$29.7M
|
+$26.5M
|
+1,522,863
|
+699%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$21.5M
|
-$268K
|
-15,409
|
-1%
|
|
|
4
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$13.3M
|
+$197K
|
+11,336
|
+1%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$11.1M
|
+$2.52M
|
+145,002
|
+29%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$9.46M
|
+$323K
|
+18,607
|
+3%
|
|
|
7
|
Lazard Asset Management
New York
|
$8.85M
|
–
|
–
|
–
|
|
|
8
|
|
$8.73M
|
+$1.14M
|
+65,631
|
+15%
|
|
|
9
|
|
$5.68M
|
-$1.72M
|
-98,806
|
-23%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$5.16M
|
-$398K
|
-22,886
|
-7%
|
|
|
11
|
MBL Wealth
Charlotte,
North Carolina
|
$5.13M
|
-$103K
|
-5,916
|
-2%
|
|
|
12
|
Vontobel Holding
Zurich,
Switzerland
|
$3.96M
|
-$131K
|
-7,557
|
-3%
|
|
|
13
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$3.75M
|
+$410K
|
+23,567
|
+12%
|
|
|
14
|
Capital Planning
Bellevue,
Washington
|
$3.73M
|
+$2.52M
|
+144,703
|
+196%
|
|
|
15
|
Truist Financial
Charlotte,
North Carolina
|
$3.72M
|
-$358K
|
-20,593
|
-9%
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$3.65M
|
+$833K
|
+47,942
|
+29%
|
|
|
17
|
Colorado Capital Management
Boulder,
Colorado
|
$3.18M
|
+$59.9K
|
+3,448
|
+2%
|
|
|
18
|
Omega Financial Group
Santa Barbara,
California
|
$2.75M
|
-$66.3K
|
-3,814
|
-2%
|
|
|
19
|
Islay Capital Management
Lubbock,
Texas
|
$2.62M
|
+$702K
|
+40,366
|
+36%
|
|
|
20
|
MML Investors Services
Springfield,
Massachusetts
|
$2.24M
|
-$192K
|
-11,022
|
-8%
|
|
|
21
|
Global Retirement Partners
San Rafael,
California
|
$2.04M
|
+$9.8K
|
+564
|
+0.5%
|
|
|
22
|
Lido Advisors
Los Angeles,
California
|
$2.02M
|
-$176K
|
-10,137
|
-8%
|
|
|
23
|
Strategic Advocates
Logan,
Utah
|
$1.67M
|
+$1.7M
|
+97,740
|
New
|
|
|
24
|
D.A. Davidson & Co
Great Falls,
Montana
|
$1.53M
|
-$184K
|
-10,583
|
-11%
|
|
|
25
|
Anfield Capital Management
Irvine,
California
|
$1.47M
|
-$2.85M
|
-163,907
|
-66%
|
|
