|
1
|
|
$42.7M
|
-$21.1M
|
-546,829
|
-33%
|
|
|
2
|
Efficient Advisors
Mason,
Ohio
|
$22.7M
|
-$325K
|
-8,410
|
-1%
|
|
|
3
|
Lake Point Wealth Management
Rockwall,
Texas
|
$12.2M
|
+$8.56M
|
+221,351
|
+218%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$12M
|
-$5.24M
|
-135,411
|
-31%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.56M
|
+$822K
|
+21,268
|
+12%
|
|
|
6
|
Grimes & Company
Westborough,
Massachusetts
|
$6.53M
|
-$1.23M
|
-31,937
|
-16%
|
|
|
7
|
Cambria Investment Management
Manhattan Beach,
California
|
$6.01M
|
-$5.73M
|
-148,075
|
-49%
|
|
|
8
|
|
$5.59M
|
-$183K
|
-4,740
|
-3%
|
|
|
9
|
O'Dell Group
Cincinnati,
Ohio
|
$5.13M
|
+$341K
|
+8,813
|
+7%
|
|
|
10
|
Csenge Advisory Group
Clearwater,
Florida
|
$3.07M
|
+$111K
|
+2,868
|
+4%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$2.4M
|
+$350K
|
+9,065
|
+17%
|
|
|
12
|
Bruderman Asset Management
Locust Valley,
New York
|
$2.36M
|
-$104K
|
-2,697
|
-4%
|
|
|
13
|
|
$2.13M
|
+$56.1K
|
+1,450
|
+3%
|
|
|
14
|
Belpointe Asset Management
Reno,
Nevada
|
$1.73M
|
+$704K
|
+18,198
|
+148%
|
|
|
15
|
Perigon Wealth Management
San Francisco,
California
|
$1.53M
|
+$95.7K
|
+2,476
|
+7%
|
|
|
16
|
Steward Partners Investment Advisory
New York
|
$1.47M
|
-$853K
|
-22,072
|
-37%
|
|
|
17
|
Paulson Wealth Management
Wheaton,
Illinois
|
$1.38M
|
+$317K
|
+8,190
|
+30%
|
|
|
18
|
Rockland Trust
Hanover,
Massachusetts
|
$1.3M
|
-$4.06M
|
-104,963
|
-76%
|
|
|
19
|
Citadel Advisors
Miami,
Florida
|
$1.23M
|
+$1.22M
|
+31,650
|
New
|
|
|
20
|
|
$1.18M
|
+$131K
|
+3,380
|
+13%
|
|
|
21
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$1.06M
|
+$706K
|
+18,266
|
+202%
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
$983K
|
-$3.47M
|
-89,738
|
-78%
|
|
|
23
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$886K
|
+$187K
|
+4,825
|
+27%
|
|
|
24
|
Aviance Capital Management
Sarasota,
Florida
|
$844K
|
-$36.8K
|
-951
|
-4%
|
|
|
25
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$616K
|
+$612K
|
+15,840
|
New
|
|
