|
1
|
Wells Fargo
San Francisco,
California
|
$207M
|
+$57.7M
|
+2,114,201
|
+36%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$80.4M
|
+$8M
|
+292,876
|
+10%
|
|
|
3
|
SEI Investments
Oaks,
Pennsylvania
|
$77.6M
|
+$3.59M
|
+131,345
|
+5%
|
|
|
4
|
|
$34.9M
|
-$36.3M
|
-1,328,948
|
-50%
|
|
|
5
|
Blue Trust Inc
Alpharetta,
Georgia
|
$26.5M
|
+$9.92M
|
+363,110
|
+59%
|
|
|
6
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$25M
|
-$1.06M
|
-38,931
|
-4%
|
|
|
7
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$20.3M
|
-$760K
|
-27,844
|
-3%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$18.9M
|
-$1.36M
|
-49,728
|
-6%
|
|
|
9
|
MCF Advisors
Covington,
Kentucky
|
$12.7M
|
+$497K
|
+18,211
|
+4%
|
|
|
10
|
Financial & Tax Architects
St Louis,
Missouri
|
$11.2M
|
+$1.88M
|
+68,896
|
+19%
|
|
|
11
|
Stifel Financial
St. Louis,
Missouri
|
$8.78M
|
-$13.9M
|
-508,741
|
-60%
|
|
|
12
|
Disciplina Capital Management
Nashville,
Tennessee
|
$7.74M
|
+$1.18M
|
+43,369
|
+17%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.92M
|
-$74.4K
|
-2,724
|
-1%
|
|
|
14
|
Vise Technologies
New York
|
$5.83M
|
-$845K
|
-30,932
|
-12%
|
|
|
15
|
Capital Advisors Wealth Management
Yakima,
Washington
|
$5.71M
|
-$4.49M
|
-164,553
|
-43%
|
|
|
16
|
|
$5.58M
|
+$3.69M
|
+135,187
|
+167%
|
|
|
17
|
Nottingham Advisors
Amherst,
New York
|
$5.47M
|
+$5.72M
|
+209,634
|
New
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.41M
|
+$271K
|
+9,909
|
+5%
|
|
|
19
|
Leavell Investment Management
Mobile,
Alabama
|
$4.11M
|
+$63.4K
|
+2,322
|
+1%
|
|
|
20
|
Atria Investments
Charlotte,
North Carolina
|
$3.85M
|
+$243K
|
+8,900
|
+6%
|
|
|
21
|
D.A. Davidson & Co
Great Falls,
Montana
|
$3.36M
|
+$2.57K
|
+94
|
+0.1%
|
|
|
22
|
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
|
$3.29M
|
-$75.5K
|
-2,764
|
-2%
|
|
|
23
|
Round Table Services
Westfield,
New Jersey
|
$3.2M
|
+$836K
|
+30,602
|
+33%
|
|
|
24
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3.07M
|
+$460K
|
+16,851
|
+17%
|
|
|
25
|
Truist Financial
Charlotte,
North Carolina
|
$2.84M
|
-$101K
|
-3,681
|
-3%
|
|
