|
1
|
Wells Fargo
San Francisco,
California
|
$25.2M
|
+$933K
|
+51,302
|
+4%
|
|
|
2
|
Bank of New York Mellon
New York
|
$24.7M
|
-$13.1M
|
-718,580
|
-34%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$15.3M
|
+$1.07M
|
+58,750
|
+7%
|
|
|
4
|
|
$14.2M
|
-$109K
|
-5,991
|
-0.8%
|
|
|
5
|
|
$7.03M
|
+$165K
|
+9,062
|
+2%
|
|
|
6
|
Advisors Preferred
Rockville,
Maryland
|
$6.38M
|
+$2.5M
|
+137,428
|
+64%
|
|
|
7
|
MBL Wealth
Charlotte,
North Carolina
|
$6.35M
|
-$19.9K
|
-1,093
|
-0.3%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$5.92M
|
-$24.7M
|
-1,358,307
|
-81%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.88M
|
-$1.99M
|
-109,331
|
-25%
|
|
|
10
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$5.66M
|
-$9.02K
|
-496
|
-0.2%
|
|
|
11
|
Truist Financial
Charlotte,
North Carolina
|
$5.12M
|
-$80.2K
|
-4,410
|
-2%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$4.8M
|
+$940K
|
+51,659
|
+24%
|
|
|
13
|
Alliance Wealth Management Group
Flemington,
New Jersey
|
$4.19M
|
-$84K
|
-4,616
|
-2%
|
|
|
14
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$4.19M
|
-$84K
|
-4,616
|
-2%
|
|
|
15
|
Evergreen Capital Management
Bellevue,
Washington
|
$3.99M
|
-$31.1K
|
-1,710
|
-0.8%
|
|
|
16
|
Darwin Wealth Management
Tampa,
Florida
|
$3.87M
|
–
|
–
|
–
|
|
|
17
|
Vontobel Holding
Zurich,
Switzerland
|
$3.77M
|
-$44.6K
|
-2,454
|
-1%
|
|
|
18
|
Colorado Capital Management
Boulder,
Colorado
|
$3.65M
|
-$42.8K
|
-2,352
|
-1%
|
|
|
19
|
Islay Capital Management
Lubbock,
Texas
|
$3.37M
|
-$456K
|
-25,091
|
-12%
|
|
|
20
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$3.07M
|
+$363K
|
+19,968
|
+13%
|
|
|
21
|
|
$2.34M
|
+$471K
|
+25,869
|
+25%
|
|
|
22
|
Omega Financial Group
Santa Barbara,
California
|
$2.06M
|
-$97.4K
|
-5,351
|
-4%
|
|
|
23
|
Benjamin Edwards Inc
Clayton,
Missouri
|
$1.99M
|
+$45.6K
|
+2,506
|
+2%
|
|
|
24
|
|
$1.72M
|
+$1.73M
|
+95,261
|
New
|
|
|
25
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$1.49M
|
+$49K
|
+2,695
|
+3%
|
|
