|
1
|
|
$116M
|
-$6.32M
|
-350,005
|
-5%
|
|
|
2
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$34.8M
|
+$34.6M
|
+1,917,831
|
New
|
|
|
3
|
Bank of New York Mellon
New York
|
$31.5M
|
+$3.73M
|
+206,469
|
+13%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$29.2M
|
-$108K
|
-5,983
|
-0.4%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$23.8M
|
+$196K
|
+10,828
|
+0.8%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$13.2M
|
+$2.26M
|
+125,121
|
+21%
|
|
|
7
|
|
$9.3M
|
+$355K
|
+19,659
|
+4%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.83M
|
-$729K
|
-40,371
|
-9%
|
|
|
9
|
|
$7.58M
|
+$7.55M
|
+417,930
|
New
|
|
|
10
|
Anfield Capital Management
Irvine,
California
|
$6.87M
|
+$2.19M
|
+121,291
|
+47%
|
|
|
11
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$5.77M
|
+$237K
|
+13,137
|
+4%
|
|
|
12
|
MBL Wealth
Charlotte,
North Carolina
|
$5.63M
|
-$71.6K
|
-3,965
|
-1%
|
|
|
13
|
Vantage Financial Partners (Illinois)
Arlington Heights,
Illinois
|
$5.07M
|
+$1.28M
|
+70,850
|
+34%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$4.44M
|
+$34.9K
|
+1,930
|
+0.8%
|
|
|
15
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$4.41M
|
+$98K
|
+5,427
|
+2%
|
|
|
16
|
Alliance Wealth Management Group
Flemington,
New Jersey
|
$4.17M
|
+$91.5K
|
+5,067
|
+2%
|
|
|
17
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$4.17M
|
+$91.5K
|
+5,067
|
+2%
|
|
|
18
|
Vontobel Holding
Zurich,
Switzerland
|
$3.78M
|
-$46.2K
|
-2,558
|
-1%
|
|
|
19
|
Advisors Preferred
Rockville,
Maryland
|
$3.5M
|
-$534K
|
-29,586
|
-13%
|
|
|
20
|
Truist Financial
Charlotte,
North Carolina
|
$3.46M
|
-$268K
|
-14,850
|
-7%
|
|
|
21
|
First International Bank & Trust
Watford City,
North Dakota
|
$3.45M
|
+$3.44M
|
+190,275
|
New
|
|
|
22
|
Colorado Capital Management
Boulder,
Colorado
|
$3.15M
|
-$88.5K
|
-4,900
|
-3%
|
|
|
23
|
Omega Financial Group
Santa Barbara,
California
|
$2.64M
|
+$76K
|
+4,206
|
+3%
|
|
|
24
|
Global Retirement Partners
San Rafael,
California
|
$2.6M
|
+$141K
|
+7,825
|
+6%
|
|
|
25
|
Islay Capital Management
Lubbock,
Texas
|
$2.41M
|
+$203K
|
+11,240
|
+9%
|
|
