|
1
|
Wells Fargo
San Francisco,
California
|
$161M
|
+$17.6M
|
+588,035
|
+11%
|
|
|
2
|
SEI Investments
Oaks,
Pennsylvania
|
$78.1M
|
-$20.6M
|
-688,630
|
-19%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$76.6M
|
+$24.9M
|
+833,148
|
+42%
|
|
|
4
|
|
$72.8M
|
+$25.1M
|
+841,420
|
+46%
|
|
|
5
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$25.8M
|
-$1.93M
|
-64,547
|
-6%
|
|
|
6
|
Stifel Financial
St. Louis,
Missouri
|
$23M
|
-$13.9M
|
-466,054
|
-35%
|
|
|
7
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$22.1M
|
-$5.7M
|
-190,739
|
-19%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$21.2M
|
-$7.75M
|
-259,431
|
-25%
|
|
|
9
|
Blue Trust Inc
Alpharetta,
Georgia
|
$17.6M
|
+$18.3M
|
+614,038
|
New
|
|
|
10
|
EP Wealth Advisors
Torrance,
California
|
$13.2M
|
+$467K
|
+15,636
|
+3%
|
|
|
11
|
MCF Advisors
Covington,
Kentucky
|
$12.9M
|
-$1.81M
|
-60,725
|
-11%
|
|
|
12
|
Capital Advisors Wealth Management
Yakima,
Washington
|
$10.5M
|
+$4.55M
|
+152,452
|
+65%
|
|
|
13
|
Financial & Tax Architects
St Louis,
Missouri
|
$9.92M
|
+$1.84M
|
+61,553
|
+20%
|
|
|
14
|
Spinnaker Trust
Portland,
Maine
|
$8.64M
|
-$114K
|
-3,809
|
-1%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.35M
|
-$951K
|
-31,841
|
-11%
|
|
|
16
|
Allspring Global Investments
Charlotte,
North Carolina
|
$6.98M
|
-$726K
|
-24,320
|
-9%
|
|
|
17
|
Vise Technologies
New York
|
$6.97M
|
+$2.39M
|
+80,189
|
+45%
|
|
|
18
|
Disciplina Capital Management
Nashville,
Tennessee
|
$6.96M
|
-$2.96M
|
-98,990
|
-28%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.41M
|
-$25.7M
|
-861,203
|
-81%
|
|
|
20
|
Leavell Investment Management
Mobile,
Alabama
|
$4.26M
|
+$353K
|
+11,832
|
+8%
|
|
|
21
|
Atria Investments
Charlotte,
North Carolina
|
$3.81M
|
+$2.45M
|
+82,138
|
+141%
|
|
|
22
|
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
|
$3.53M
|
+$1.53M
|
+51,110
|
+65%
|
|
|
23
|
D.A. Davidson & Co
Great Falls,
Montana
|
$3.53M
|
+$76.9K
|
+2,576
|
+2%
|
|
|
24
|
Truist Financial
Charlotte,
North Carolina
|
$3.08M
|
-$217K
|
-7,270
|
-6%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.97M
|
-$55.1K
|
-1,845
|
-2%
|
|
