|
1
|
|
$59.4M
|
-$1.32M
|
-11,693
|
-2%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$42.1M
|
+$10.2K
|
+90
|
+0%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$19.7M
|
+$473K
|
+4,175
|
+2%
|
|
|
4
|
Trinity Wealth Management
Berwyn,
Pennsylvania
|
$11.7M
|
-$451K
|
-3,987
|
-4%
|
|
|
5
|
MA Private Wealth
San Carlos,
California
|
$7.11M
|
-$146K
|
-1,291
|
-2%
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$6.17M
|
+$198K
|
+1,747
|
+3%
|
|
|
7
|
|
$5.72M
|
-$1.25M
|
-11,069
|
-18%
|
|
|
8
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$4.95M
|
+$133K
|
+1,179
|
+3%
|
|
|
9
|
Client First Capital
San Diego,
California
|
$4.76M
|
-$255K
|
-2,255
|
-5%
|
|
|
10
|
Lido Advisors
Los Angeles,
California
|
$4.7M
|
-$445K
|
-3,932
|
-9%
|
|
|
11
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$4.62M
|
+$2.82M
|
+24,946
|
+159%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$4.52M
|
-$246K
|
-2,170
|
-5%
|
|
|
13
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$3.99M
|
+$10.1K
|
+89
|
+0.3%
|
|
|
14
|
Mercer Global Advisors
Denver,
Colorado
|
$3.41M
|
-$925K
|
-8,175
|
-21%
|
|
|
15
|
Citadel Advisors
Miami,
Florida
|
$2.51M
|
+$1.97M
|
+17,370
|
+366%
|
|
|
16
|
Truist Financial
Charlotte,
North Carolina
|
$2.4M
|
-$920K
|
-8,124
|
-28%
|
|
|
17
|
Parallel Advisors
San Francisco,
California
|
$1.48M
|
-$114K
|
-1,005
|
-7%
|
|
|
18
|
Wharton Business Group
Malvern,
Pennsylvania
|
$1.45M
|
–
|
–
|
–
|
|
|
19
|
Rockefeller Capital Management
New York
|
$1.41M
|
-$30.1K
|
-266
|
-2%
|
|
|
20
|
G&S Capital
Denver,
Colorado
|
$1.07M
|
+$7.36K
|
+65
|
+0.7%
|
|
|
21
|
Strategic Blueprint
Atlanta,
Georgia
|
$891K
|
-$85.1K
|
-752
|
-9%
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$824K
|
+$250K
|
+2,208
|
+44%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$773K
|
+$455K
|
+4,023
|
+145%
|
|
|
24
|
Cerity Partners OCIO
New York
|
$622K
|
+$9.7K
|
+86
|
+2%
|
|
|
25
|
Client 1st Advisory Group
Dunedin,
Florida
|
$572K
|
-$118K
|
-1,045
|
-17%
|
|
