|
1
|
|
$110M
|
-$5.63M
|
-313,065
|
-5%
|
|
|
2
|
Bank of New York Mellon
New York
|
$33.4M
|
+$2.13M
|
+118,716
|
+7%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$29.3M
|
+$356K
|
+19,791
|
+1%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$22.5M
|
-$1M
|
-55,829
|
-4%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$14.3M
|
+$1.2M
|
+66,872
|
+9%
|
|
|
6
|
Evergreen Capital Management
Bellevue,
Washington
|
$11.9M
|
+$11.9M
|
+662,584
|
New
|
|
|
7
|
|
$10.2M
|
+$1.02M
|
+56,958
|
+11%
|
|
|
8
|
Anfield Capital Management
Irvine,
California
|
$9.59M
|
+$2.78M
|
+154,522
|
+41%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.55M
|
-$208K
|
-11,579
|
-3%
|
|
|
10
|
MBL Wealth
Charlotte,
North Carolina
|
$6.24M
|
+$661K
|
+36,783
|
+12%
|
|
|
11
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$5.87M
|
+$147K
|
+8,181
|
+3%
|
|
|
12
|
Vantage Financial Partners (Illinois)
Arlington Heights,
Illinois
|
$5.32M
|
+$300K
|
+16,678
|
+6%
|
|
|
13
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$4.87M
|
+$492K
|
+27,400
|
+11%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$4.31M
|
-$85.5K
|
-4,760
|
-2%
|
|
|
15
|
Alliance Wealth Management Group
Flemington,
New Jersey
|
$4.23M
|
+$94.3K
|
+5,249
|
+2%
|
|
|
16
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$4.23M
|
+$94.3K
|
+5,249
|
+2%
|
|
|
17
|
Vontobel Holding
Zurich,
Switzerland
|
$3.87M
|
+$129K
|
+7,159
|
+3%
|
|
|
18
|
|
$3.76M
|
-$3.75M
|
-208,772
|
-50%
|
|
|
19
|
Islay Capital Management
Lubbock,
Texas
|
$3.55M
|
+$1.16M
|
+64,770
|
+49%
|
|
|
20
|
Colorado Capital Management
Boulder,
Colorado
|
$3.39M
|
+$260K
|
+14,448
|
+8%
|
|
|
21
|
First International Bank & Trust
Watford City,
North Dakota
|
$3.32M
|
-$98.2K
|
-5,464
|
-3%
|
|
|
22
|
Advisors Preferred
Rockville,
Maryland
|
$3.09M
|
-$384K
|
-21,377
|
-11%
|
|
|
23
|
Truist Financial
Charlotte,
North Carolina
|
$3.09M
|
-$337K
|
-18,733
|
-10%
|
|
|
24
|
Global Retirement Partners
San Rafael,
California
|
$2.6M
|
+$25.2K
|
+1,405
|
+1%
|
|
|
25
|
Omega Financial Group
Santa Barbara,
California
|
$2.39M
|
-$221K
|
-12,316
|
-8%
|
|
