|
1
|
Wells Fargo
San Francisco,
California
|
$183M
|
-$46.2M
|
-2,185,979
|
-20%
|
|
|
2
|
SEI Investments
Oaks,
Pennsylvania
|
$55.8M
|
-$69.4M
|
-3,285,514
|
-55%
|
|
|
3
|
Metis Global Partners
San Diego,
California
|
$51.2M
|
-$2.91M
|
-137,788
|
-5%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$45M
|
-$6.35M
|
-300,276
|
-12%
|
|
|
5
|
|
$21.8M
|
+$201K
|
+9,502
|
+0.9%
|
|
|
6
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$18M
|
-$17.6M
|
-834,857
|
-49%
|
|
|
7
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$18M
|
-$17.6M
|
-834,857
|
-49%
|
|
|
8
|
Financial & Tax Architects
St Louis,
Missouri
|
$17.4M
|
+$17.5M
|
+826,095
|
New
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$16.6M
|
+$1.05M
|
+49,568
|
+7%
|
|
|
10
|
MCF Advisors
Covington,
Kentucky
|
$15M
|
+$334K
|
+15,827
|
+2%
|
|
|
11
|
NEPC LLC
Boston,
Massachusetts
|
$14.8M
|
+$14.8M
|
+701,042
|
New
|
|
|
12
|
Cresset Asset Management
Chicago,
Illinois
|
$13.5M
|
+$1.97M
|
+93,140
|
+17%
|
|
|
13
|
Stifel Financial
St. Louis,
Missouri
|
$8.59M
|
+$926K
|
+43,796
|
+12%
|
|
|
14
|
Pasadena Private Wealth
Pasadena,
California
|
$8.35M
|
-$2.5M
|
-118,271
|
-23%
|
|
|
15
|
Vise Technologies
New York
|
$7.32M
|
+$59.2K
|
+2,800
|
+0.8%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.88M
|
-$101K
|
-4,799
|
-2%
|
|
|
17
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$5.11M
|
+$428K
|
+20,272
|
+9%
|
|
|
18
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$4.82M
|
+$4.83M
|
+228,535
|
New
|
|
|
19
|
EP Wealth Advisors
Torrance,
California
|
$4.56M
|
+$4.56M
|
+215,791
|
New
|
|
|
20
|
Upper Left Wealth Management
Tampa,
Florida
|
$4.38M
|
+$2.39M
|
+113,090
|
+120%
|
|
|
21
|
Disciplina Capital Management
Nashville,
Tennessee
|
$4.17M
|
-$1.15M
|
-54,399
|
-22%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$3.89M
|
+$684K
|
+32,352
|
+21%
|
|
|
23
|
Aldebaran Capital
Carmel,
Indiana
|
$3.52M
|
+$782
|
+37
|
+0%
|
|
|
24
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$2.87M
|
+$396K
|
+18,730
|
+16%
|
|
|
25
|
Truist Financial
Charlotte,
North Carolina
|
$2.83M
|
-$142K
|
-6,729
|
-5%
|
|
