|
1
|
Bank of New York Mellon
New York
|
$36.5M
|
+$1.98M
|
+108,247
|
+6%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$30.2M
|
+$21.3K
|
+1,161
|
+0.1%
|
|
|
3
|
|
$27M
|
-$85.1M
|
-4,645,405
|
-76%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$23.8M
|
+$503K
|
+27,489
|
+2%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$13.9M
|
-$820K
|
-44,786
|
-6%
|
|
|
6
|
Evergreen Capital Management
Bellevue,
Washington
|
$12.4M
|
+$85.4K
|
+4,663
|
+0.7%
|
|
|
7
|
Anfield Capital Management
Irvine,
California
|
$10.4M
|
+$495K
|
+27,002
|
+5%
|
|
|
8
|
|
$7.17M
|
-$3.36M
|
-183,204
|
-32%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.07M
|
-$717K
|
-39,152
|
-9%
|
|
|
10
|
MBL Wealth
Charlotte,
North Carolina
|
$6.37M
|
-$67.4K
|
-3,682
|
-1%
|
|
|
11
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$6.28M
|
+$223K
|
+12,158
|
+4%
|
|
|
12
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$5.53M
|
+$504K
|
+27,508
|
+10%
|
|
|
13
|
Advisors Preferred
Rockville,
Maryland
|
$4.88M
|
+$1.66M
|
+90,673
|
+53%
|
|
|
14
|
Alliance Wealth Management Group
Flemington,
New Jersey
|
$4.3M
|
-$63.2K
|
-3,450
|
-1%
|
|
|
15
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$4.3M
|
-$63.2K
|
-3,450
|
-1%
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$4.21M
|
-$235K
|
-12,834
|
-5%
|
|
|
17
|
Vontobel Holding
Zurich,
Switzerland
|
$3.81M
|
-$186K
|
-10,147
|
-5%
|
|
|
18
|
Islay Capital Management
Lubbock,
Texas
|
$3.79M
|
+$130K
|
+7,100
|
+4%
|
|
|
19
|
Truist Financial
Charlotte,
North Carolina
|
$3.77M
|
+$569K
|
+31,054
|
+18%
|
|
|
20
|
Colorado Capital Management
Boulder,
Colorado
|
$3.62M
|
+$125K
|
+6,844
|
+4%
|
|
|
21
|
First International Bank & Trust
Watford City,
North Dakota
|
$3.47M
|
+$46.6K
|
+2,543
|
+1%
|
|
|
22
|
Global Retirement Partners
San Rafael,
California
|
$2.91M
|
+$228K
|
+12,469
|
+9%
|
|
|
23
|
Darwin Wealth Management
Tampa,
Florida
|
$2.9M
|
+$1.02M
|
+55,844
|
+55%
|
|
|
24
|
Omega Financial Group
Santa Barbara,
California
|
$2.28M
|
-$190K
|
-10,352
|
-8%
|
|
|
25
|
Private Advisor Group
Morristown,
New Jersey
|
$2.27M
|
+$122K
|
+6,652
|
+6%
|
|
