|
1
|
|
$55.7M
|
-$474K
|
-4,078
|
-0.8%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$38.6M
|
-$870K
|
-7,486
|
-2%
|
|
|
3
|
James Reed Financial Services
Cleveland,
Ohio
|
$17.8M
|
-$292K
|
-2,510
|
-1%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$17.6M
|
+$889K
|
+7,655
|
+5%
|
|
|
5
|
Trinity Wealth Management
Berwyn,
Pennsylvania
|
$11.1M
|
+$334K
|
+2,873
|
+3%
|
|
|
6
|
MA Private Wealth
San Carlos,
California
|
$6.96M
|
-$44K
|
-379
|
-0.6%
|
|
|
7
|
|
$6.4M
|
-$2.38M
|
-20,505
|
-25%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.47M
|
-$52.7K
|
-454
|
-0.9%
|
|
|
9
|
Lido Advisors
Los Angeles,
California
|
$5.14M
|
-$344K
|
-2,962
|
-6%
|
|
|
10
|
Client First Capital
San Diego,
California
|
$4.6M
|
+$32.6K
|
+281
|
+0.6%
|
|
|
11
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$4.42M
|
+$94.9K
|
+817
|
+2%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$4.37M
|
-$135K
|
-1,162
|
-3%
|
|
|
13
|
Mercer Global Advisors
Denver,
Colorado
|
$3.98M
|
-$263K
|
-2,262
|
-6%
|
|
|
14
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$3.65M
|
-$40.1K
|
-345
|
-1%
|
|
|
15
|
Truist Financial
Charlotte,
North Carolina
|
$3.05M
|
+$176K
|
+1,515
|
+5%
|
|
|
16
|
|
$1.75M
|
+$1.17M
|
+10,094
|
+151%
|
|
|
17
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.64M
|
-$5.83M
|
-50,217
|
-76%
|
|
|
18
|
Straight Path Wealth Management
Jenison,
Michigan
|
$1.52M
|
+$20.7K
|
+178
|
+1%
|
|
|
19
|
Parallel Advisors
San Francisco,
California
|
$1.46M
|
-$22.9K
|
-197
|
-1%
|
|
|
20
|
Wharton Business Group
Malvern,
Pennsylvania
|
$1.33M
|
–
|
–
|
–
|
|
|
21
|
Rockefeller Capital Management
New York
|
$1.32M
|
+$18.2K
|
+157
|
+1%
|
|
|
22
|
G&S Capital
Denver,
Colorado
|
$972K
|
+$27.8K
|
+239
|
+3%
|
|
|
23
|
Flow Traders U.S.
New York
|
$916K
|
-$1.04M
|
-8,969
|
-51%
|
|
|
24
|
Strategic Blueprint
Atlanta,
Georgia
|
$895K
|
-$61.6K
|
-530
|
-6%
|
|
|
25
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$869K
|
+$184K
|
+1,582
|
+23%
|
|
