|
1
|
Wells Fargo
San Francisco,
California
|
$153M
|
+$86.5M
|
+3,284,432
|
+161%
|
|
|
2
|
SEI Investments
Oaks,
Pennsylvania
|
$102M
|
+$4.48M
|
+169,891
|
+5%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$57.1M
|
+$26.5M
|
+1,007,198
|
+103%
|
|
|
4
|
|
$52.8M
|
+$24.8M
|
+942,352
|
+105%
|
|
|
5
|
Stifel Financial
St. Louis,
Missouri
|
$37.8M
|
+$21.9M
|
+831,526
|
+172%
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$30.4M
|
+$23.3M
|
+884,989
|
+504%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$29.8M
|
+$5.96M
|
+226,354
|
+28%
|
|
|
8
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$29.8M
|
-$383K
|
-14,554
|
-1%
|
|
|
9
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$28.9M
|
-$2.39M
|
-90,539
|
-8%
|
|
|
10
|
MCF Advisors
Covington,
Kentucky
|
$15.3M
|
+$14.1M
|
+533,951
|
New
|
|
|
11
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$14.7M
|
+$16.8M
|
+636,846
|
New
|
|
|
12
|
EP Wealth Advisors
Torrance,
California
|
$13.5M
|
+$12.4M
|
+469,582
|
New
|
|
|
13
|
Disciplina Capital Management
Nashville,
Tennessee
|
$10.2M
|
-$2.84M
|
-107,810
|
-23%
|
|
|
14
|
Spinnaker Trust
Portland,
Maine
|
$9.25M
|
-$5M
|
-189,603
|
-37%
|
|
|
15
|
Financial & Tax Architects
St Louis,
Missouri
|
$8.73M
|
+$2.26M
|
+85,969
|
+39%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.69M
|
+$563K
|
+21,388
|
+8%
|
|
|
17
|
Allspring Global Investments
Charlotte,
North Carolina
|
$8.08M
|
-$259K
|
-9,816
|
-3%
|
|
|
18
|
3D/L Capital Management
Hartford,
Connecticut
|
$7.72M
|
-$663K
|
-25,162
|
-9%
|
|
|
19
|
Capital Advisors Wealth Management
Yakima,
Washington
|
$6.7M
|
+$6.14M
|
+233,182
|
New
|
|
|
20
|
Vise Technologies
New York
|
$5.06M
|
+$4.64M
|
+176,278
|
New
|
|
|
21
|
Leavell Investment Management
Mobile,
Alabama
|
$4.17M
|
+$810K
|
+30,745
|
+27%
|
|
|
22
|
D.A. Davidson & Co
Great Falls,
Montana
|
$3.65M
|
+$2.9M
|
+110,067
|
+641%
|
|
|
23
|
Truist Financial
Charlotte,
North Carolina
|
$3.47M
|
-$121K
|
-4,585
|
-4%
|
|
|
24
|
Aire Advisors
Beverly Hills,
California
|
$3.36M
|
-$2.99M
|
-113,334
|
-49%
|
|
|
25
|
EPG Wealth Management
Atlanta,
Georgia
|
$3.28M
|
-$996K
|
-37,815
|
-25%
|
|
