|
1
|
Fielder Capital Group
Nashville,
Tennessee
|
$8.76M
|
+$2.14M
|
+238,246
|
+38%
|
|
|
2
|
|
$5.81M
|
+$1.69M
|
+188,129
|
+49%
|
|
|
3
|
180 Wealth Advisors
Federal Way,
Washington
|
$4.32M
|
+$671K
|
+74,544
|
+21%
|
|
|
4
|
|
$2.59M
|
-$762K
|
-84,701
|
-25%
|
|
|
5
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.85M
|
+$848K
|
+94,247
|
+108%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$891K
|
-$1.3M
|
-144,517
|
-62%
|
|
|
7
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$772K
|
-$181K
|
-20,097
|
-21%
|
|
|
8
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$515K
|
+$23.9K
|
+2,653
|
+6%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$482K
|
-$140K
|
-15,560
|
-25%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$475K
|
-$52.1K
|
-5,795
|
-11%
|
|
|
11
|
Lane Generational
Dover,
Massachusetts
|
$392K
|
–
|
–
|
–
|
|
|
12
|
Wealthfront Advisers
Palo Alto,
California
|
$392K
|
-$123K
|
-13,700
|
-26%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$356K
|
-$4.33K
|
-481
|
-1%
|
|
|
14
|
Founders Financial Securities
Towson,
Maryland
|
$316K
|
+$6.69K
|
+743
|
+2%
|
|
|
15
|
Old Mission Capital
Chicago,
Illinois
|
$316K
|
-$54.2K
|
-6,025
|
-16%
|
|
|
16
|
Bramshill Investments
Naples,
Florida
|
$254K
|
+$225K
|
+25,000
|
New
|
|
|
17
|
Capital Wealth Alliance
Scottsdale,
Arizona
|
$221K
|
+$46.8K
|
+5,198
|
+31%
|
|
|
18
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$209K
|
–
|
–
|
–
|
|
|
19
|
GFG Capital
Miami,
Florida
|
$193K
|
–
|
–
|
–
|
|
|
20
|
Banque Cantonale Vaudoise
Lausanne,
Switzerland
|
$142K
|
–
|
–
|
–
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$140K
|
–
|
–
|
–
|
|
|
22
|
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
|
$133K
|
–
|
–
|
–
|
|
|
23
|
Bank of New York Mellon
New York
|
$116K
|
+$103K
|
+11,417
|
New
|
|
|
24
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$108K
|
–
|
–
|
–
|
|
|
25
|
JTC Employer Solutions Trustee
St Helier,
Jersey
|
$96K
|
–
|
–
|
–
|
|
