|
1
|
|
$117M
|
-$37.9M
|
-281,777
|
-25%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$69.7M
|
-$16.2M
|
-120,568
|
-19%
|
|
|
3
|
James Reed Financial Services
Cleveland,
Ohio
|
$24.1M
|
+$23.6M
|
+175,739
|
New
|
|
|
4
|
|
$17.5M
|
-$1.4M
|
-10,396
|
-8%
|
|
|
5
|
Trinity Wealth Management
Berwyn,
Pennsylvania
|
$13.4M
|
+$576K
|
+4,283
|
+5%
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$12.1M
|
-$32.1M
|
-238,401
|
-73%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$11.9M
|
-$6.14M
|
-45,683
|
-34%
|
|
|
8
|
MA Private Wealth
San Carlos,
California
|
$9.36M
|
+$563K
|
+4,187
|
+7%
|
|
|
9
|
Client First Capital
San Diego,
California
|
$8.45M
|
+$8.28M
|
+61,531
|
New
|
|
|
10
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$8.05M
|
+$1.25M
|
+9,263
|
+19%
|
|
|
11
|
Lido Advisors
Los Angeles,
California
|
$7.96M
|
+$273K
|
+2,031
|
+4%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$5.4M
|
-$23.3K
|
-173
|
-0.4%
|
|
|
13
|
Truist Financial
Charlotte,
North Carolina
|
$4.75M
|
-$11.6M
|
-86,580
|
-71%
|
|
|
14
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$4.72M
|
+$947K
|
+7,041
|
+26%
|
|
|
15
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$4.46M
|
–
|
–
|
–
|
|
|
16
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$3.9M
|
+$104K
|
+776
|
+3%
|
|
|
17
|
Mercer Global Advisors
Denver,
Colorado
|
$3.67M
|
+$696K
|
+5,173
|
+24%
|
|
|
18
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$2.78M
|
-$52.7K
|
-392
|
-2%
|
|
|
19
|
Parallel Advisors
San Francisco,
California
|
$2.38M
|
-$53.3K
|
-396
|
-2%
|
|
|
20
|
Citadel Advisors
Miami,
Florida
|
$2.01M
|
+$1.54M
|
+11,476
|
+363%
|
|
|
21
|
Anfield Capital Management
Irvine,
California
|
$1.94M
|
+$22.2K
|
+165
|
+1%
|
|
|
22
|
|
$1.82M
|
+$1.79M
|
+13,297
|
New
|
|
|
23
|
Rockefeller Capital Management
New York
|
$1.79M
|
+$1.76M
|
+13,071
|
New
|
|
|
24
|
Wharton Business Group
Malvern,
Pennsylvania
|
$1.75M
|
+$568K
|
+4,225
|
+50%
|
|
|
25
|
HighTower Advisors
Chicago,
Illinois
|
$1.74M
|
-$74.5K
|
-554
|
-4%
|
|
