|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$94.5M
|
+$4.71M
|
+186,179
|
+5%
|
|
|
2
|
D.A. Davidson & Co
Great Falls,
Montana
|
$90M
|
+$1.15M
|
+45,381
|
+1%
|
|
|
3
|
SEI Investments
Oaks,
Pennsylvania
|
$88.1M
|
+$84.3M
|
+3,328,975
|
New
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$30.8M
|
+$2.66M
|
+104,989
|
+10%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$30.1M
|
+$8.64M
|
+341,171
|
+43%
|
|
|
6
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$27.4M
|
-$764K
|
-30,199
|
-3%
|
|
|
7
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$25.5M
|
-$895K
|
-35,359
|
-4%
|
|
|
8
|
|
$17.6M
|
-$2.09M
|
-82,428
|
-11%
|
|
|
9
|
Spinnaker Trust
Portland,
Maine
|
$17.5M
|
+$50.2K
|
+1,984
|
+0.3%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$16.6M
|
+$2.2M
|
+86,807
|
+16%
|
|
|
11
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$15M
|
+$488K
|
+19,273
|
+4%
|
|
|
12
|
MCF Advisors
Covington,
Kentucky
|
$13.9M
|
+$880K
|
+34,767
|
+7%
|
|
|
13
|
M&T Bank
Buffalo,
New York
|
$11M
|
–
|
–
|
–
|
|
|
14
|
3D/L Capital Management
Hartford,
Connecticut
|
$7.79M
|
-$76.6K
|
-3,026
|
-1%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.58M
|
+$5.2M
|
+205,452
|
+3,137%
|
|
|
16
|
Mutual Advisors
Omaha,
Nebraska
|
$4M
|
+$271K
|
+10,708
|
+8%
|
|
|
17
|
EPG Wealth Management
Atlanta,
Georgia
|
$3.73M
|
+$2.93M
|
+115,797
|
+452%
|
|
|
18
|
Financial & Tax Architects
St Louis,
Missouri
|
$3.63M
|
+$657K
|
+25,968
|
+23%
|
|
|
19
|
Truist Financial
Charlotte,
North Carolina
|
$3.46M
|
+$3.32M
|
+131,144
|
New
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.04M
|
-$17K
|
-672
|
-0.6%
|
|
|
21
|
Summit Place Financial Advisors
Summit,
New Jersey
|
$2.24M
|
+$327K
|
+12,925
|
+18%
|
|
|
22
|
Round Table Services
Westfield,
New Jersey
|
$2.1M
|
+$560K
|
+22,128
|
+39%
|
|
|
23
|
Creative Planning
Overland Park,
Kansas
|
$2.08M
|
-$332K
|
-13,113
|
-14%
|
|
|
24
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.93M
|
-$3.44M
|
-135,877
|
-65%
|
|
|
25
|
|
$1.68M
|
+$972K
|
+38,419
|
+152%
|
|
