|
1
|
|
$59.2M
|
-$15.8M
|
-131,717
|
-20%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$41.6M
|
-$12.2M
|
-101,995
|
-21%
|
|
|
3
|
James Reed Financial Services
Cleveland,
Ohio
|
$19.1M
|
-$57.4K
|
-478
|
-0.3%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$17.7M
|
+$1.43M
|
+11,951
|
+8%
|
|
|
5
|
Trinity Wealth Management
Berwyn,
Pennsylvania
|
$11.4M
|
+$537K
|
+4,471
|
+5%
|
|
|
6
|
|
$9.01M
|
-$4.47M
|
-37,218
|
-31%
|
|
|
7
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$7.25M
|
+$2.88M
|
+23,980
|
+57%
|
|
|
8
|
MA Private Wealth
San Carlos,
California
|
$7.09M
|
-$1.11M
|
-9,275
|
-13%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.9M
|
+$99.1K
|
+826
|
+2%
|
|
|
10
|
Lido Advisors
Los Angeles,
California
|
$5.31M
|
-$115K
|
-961
|
-2%
|
|
|
11
|
Client First Capital
San Diego,
California
|
$4.82M
|
-$52.4K
|
-437
|
-1%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$4.74M
|
-$210K
|
-1,747
|
-4%
|
|
|
13
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$4.57M
|
-$1.48M
|
-12,374
|
-23%
|
|
|
14
|
Mercer Global Advisors
Denver,
Colorado
|
$4.45M
|
+$518K
|
+4,315
|
+12%
|
|
|
15
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$3.89M
|
+$960
|
+8
|
+0%
|
|
|
16
|
Truist Financial
Charlotte,
North Carolina
|
$3.05M
|
+$13.7K
|
+114
|
+0.4%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.96M
|
+$2.87M
|
+23,953
|
+803%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$2.36M
|
+$52.4K
|
+437
|
+2%
|
|
|
19
|
Citadel Advisors
Miami,
Florida
|
$2.05M
|
+$2.24M
|
+18,631
|
New
|
|
|
20
|
Flow Traders U.S.
New York
|
$1.95M
|
+$2.13M
|
+17,757
|
New
|
|
|
21
|
Straight Path Wealth Management
Jenison,
Michigan
|
$1.58M
|
-$102K
|
-854
|
-6%
|
|
|
22
|
Parallel Advisors
San Francisco,
California
|
$1.56M
|
-$138K
|
-1,150
|
-7%
|
|
|
23
|
Wharton Business Group
Malvern,
Pennsylvania
|
$1.4M
|
–
|
–
|
–
|
|
|
24
|
Rockefeller Capital Management
New York
|
$1.38M
|
+$115K
|
+959
|
+8%
|
|
|
25
|
Strategic Blueprint
Atlanta,
Georgia
|
$1M
|
-$102K
|
-846
|
-8%
|
|
