|
1
|
|
$87.3M
|
-$23.2M
|
-179,844
|
-21%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$62.5M
|
-$3.57M
|
-27,636
|
-5%
|
|
|
3
|
James Reed Financial Services
Cleveland,
Ohio
|
$22.7M
|
-$224K
|
-1,739
|
-1%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$19.4M
|
+$8.06M
|
+62,412
|
+72%
|
|
|
5
|
|
$15.5M
|
-$1.05M
|
-8,158
|
-6%
|
|
|
6
|
Trinity Wealth Management
Berwyn,
Pennsylvania
|
$12.9M
|
+$189K
|
+1,467
|
+1%
|
|
|
7
|
MA Private Wealth
San Carlos,
California
|
$9.6M
|
+$683K
|
+5,291
|
+8%
|
|
|
8
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$7.03M
|
-$607K
|
-4,705
|
-8%
|
|
|
9
|
|
$6.78M
|
+$5M
|
+38,719
|
+291%
|
|
|
10
|
Lido Advisors
Los Angeles,
California
|
$6.41M
|
-$1.13M
|
-8,722
|
-15%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$5.85M
|
+$709K
|
+5,497
|
+14%
|
|
|
12
|
Client First Capital
San Diego,
California
|
$5.77M
|
-$2.23M
|
-17,256
|
-28%
|
|
|
13
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$5.47M
|
+$973K
|
+7,535
|
+22%
|
|
|
14
|
Mercer Global Advisors
Denver,
Colorado
|
$4.71M
|
+$1.22M
|
+9,433
|
+35%
|
|
|
15
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$4.6M
|
+$886K
|
+6,867
|
+24%
|
|
|
16
|
Truist Financial
Charlotte,
North Carolina
|
$3.6M
|
-$900K
|
-6,977
|
-20%
|
|
|
17
|
Anfield Capital Management
Irvine,
California
|
$2.76M
|
+$916K
|
+7,097
|
+50%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$2.74M
|
+$2.03M
|
+15,747
|
+299%
|
|
|
19
|
Parallel Advisors
San Francisco,
California
|
$2.03M
|
-$255K
|
-1,974
|
-11%
|
|
|
20
|
Straight Path Wealth Management
Jenison,
Michigan
|
$1.99M
|
+$1.06M
|
+8,178
|
+115%
|
|
|
21
|
Wharton Business Group
Malvern,
Pennsylvania
|
$1.66M
|
–
|
–
|
–
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
$1.65M
|
+$289K
|
+2,239
|
+21%
|
|
|
23
|
Rockefeller Capital Management
New York
|
$1.51M
|
-$195K
|
-1,512
|
-12%
|
|
|
24
|
Strategic Blueprint
Atlanta,
Georgia
|
$1.3M
|
-$125K
|
-966
|
-9%
|
|
|
25
|
G&S Capital
Denver,
Colorado
|
$1.21M
|
-$38.2K
|
-296
|
-3%
|
|
