|
1
|
|
$66.9M
|
+$23.3M
|
+1,263,207
|
+51%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$29.9M
|
+$565K
|
+30,640
|
+2%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$15.3M
|
-$2.57M
|
-139,343
|
-14%
|
|
|
4
|
Bank of New York Mellon
New York
|
$13.2M
|
-$12.1M
|
-658,469
|
-47%
|
|
|
5
|
Evergreen Capital Management
Bellevue,
Washington
|
$12.2M
|
+$235K
|
+12,756
|
+2%
|
|
|
6
|
|
$7.41M
|
+$179K
|
+9,687
|
+2%
|
|
|
7
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$5.64M
|
-$308K
|
-16,718
|
-5%
|
|
|
8
|
Truist Financial
Charlotte,
North Carolina
|
$5.41M
|
+$209K
|
+11,302
|
+4%
|
|
|
9
|
Blueline Advisors
Exeter,
New Hampshire
|
$5.34M
|
+$433K
|
+23,458
|
+9%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.26M
|
-$902K
|
-48,905
|
-14%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$4.87M
|
+$66K
|
+3,577
|
+1%
|
|
|
12
|
|
$4.3M
|
+$3.22M
|
+174,654
|
+269%
|
|
|
13
|
Colorado Capital Management
Boulder,
Colorado
|
$4.25M
|
+$295K
|
+16,007
|
+7%
|
|
|
14
|
Asset Allocation Strategies
Farmington,
Michigan
|
$3.74M
|
-$1.63M
|
-88,436
|
-30%
|
|
|
15
|
Curry Webb Wealth Management
Indianapolis,
Indiana
|
$3.47M
|
-$637K
|
-34,548
|
-15%
|
|
|
16
|
Citadel Advisors
Miami,
Florida
|
$3.05M
|
+$3.14M
|
+170,220
|
New
|
|
|
17
|
Vontobel Holding
Zurich,
Switzerland
|
$3.05M
|
+$64.9K
|
+3,516
|
+2%
|
|
|
18
|
Islay Capital Management
Lubbock,
Texas
|
$2.98M
|
-$190K
|
-10,308
|
-6%
|
|
|
19
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.99M
|
-$112K
|
-6,046
|
-5%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$1.87M
|
+$1.17M
|
+63,277
|
+155%
|
|
|
21
|
Omega Financial Group
Santa Barbara,
California
|
$1.85M
|
-$103K
|
-5,558
|
-5%
|
|
|
22
|
Valicenti Advisory Services
Elmira,
New York
|
$1.6M
|
+$1.64M
|
+88,977
|
New
|
|
|
23
|
Lido Advisors
Los Angeles,
California
|
$1.38M
|
-$13.3K
|
-722
|
-0.9%
|
|
|
24
|
WealthShield Partners
Cary,
North Carolina
|
$1.05M
|
+$9.96K
|
+540
|
+0.9%
|
|
|
25
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$1.03M
|
+$21.7K
|
+1,178
|
+2%
|
|
