|
1
|
SEI Investments
Oaks,
Pennsylvania
|
$78M
|
-$377K
|
-13,714
|
-0.4%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$46.9M
|
+$11.5M
|
+418,173
|
+26%
|
|
|
3
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$26.1M
|
+$1.25M
|
+45,585
|
+5%
|
|
|
4
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$25.2M
|
+$4.25M
|
+154,596
|
+16%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$22.6M
|
-$2.8M
|
-101,663
|
-9%
|
|
|
6
|
|
$20.6M
|
+$1.69M
|
+61,380
|
+7%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$18.7M
|
+$2.6M
|
+94,465
|
+13%
|
|
|
8
|
Liberty Wealth Management
Oakland,
California
|
$18.4M
|
-$24.8K
|
-901
|
-53%
|
|
|
9
|
Spinnaker Trust
Portland,
Maine
|
$11.8M
|
-$5.35M
|
-194,463
|
-28%
|
|
|
10
|
Stifel Financial
St. Louis,
Missouri
|
$11.1M
|
+$635K
|
+23,083
|
+5%
|
|
|
11
|
Disciplina Capital Management
Nashville,
Tennessee
|
$10.6M
|
+$12.7M
|
+463,175
|
New
|
|
|
12
|
3D/L Capital Management
Hartford,
Connecticut
|
$6.76M
|
+$27.2K
|
+990
|
+0.3%
|
|
|
13
|
Allspring Global Investments
Charlotte,
North Carolina
|
$6.7M
|
+$8.02M
|
+291,265
|
New
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.46M
|
-$94.8M
|
-3,444,695
|
-92%
|
|
|
15
|
Aire Advisors
Beverly Hills,
California
|
$5.37M
|
+$6.42M
|
+233,455
|
New
|
|
|
16
|
Financial & Tax Architects
St Louis,
Missouri
|
$5.01M
|
+$1.19M
|
+43,086
|
+25%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.03M
|
+$285K
|
+10,348
|
+6%
|
|
|
18
|
EPG Wealth Management
Atlanta,
Georgia
|
$3.51M
|
+$284K
|
+10,319
|
+7%
|
|
|
19
|
Mutual Advisors
Omaha,
Nebraska
|
$3.48M
|
+$308K
|
+11,176
|
+8%
|
|
|
20
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$3.39M
|
+$401K
|
+14,578
|
+11%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.95M
|
+$379K
|
+13,781
|
+12%
|
|
|
22
|
Truist Financial
Charlotte,
North Carolina
|
$2.88M
|
-$54.9K
|
-1,994
|
-2%
|
|
|
23
|
Congress Wealth Management
Boston,
Massachusetts
|
$2.77M
|
+$3.31M
|
+120,315
|
New
|
|
|
24
|
Leavell Investment Management
Mobile,
Alabama
|
$2.63M
|
+$512K
|
+18,615
|
+19%
|
|
|
25
|
Summit Place Financial Advisors
Summit,
New Jersey
|
$2.2M
|
+$157K
|
+5,700
|
+6%
|
|
