|
1
|
Wells Fargo
San Francisco,
California
|
$167M
|
-$721K
|
-35,037
|
-0.4%
|
|
|
2
|
Metis Global Partners
San Diego,
California
|
$63.8M
|
+$17.8M
|
+866,255
|
+36%
|
|
|
3
|
SEI Investments
Oaks,
Pennsylvania
|
$51M
|
-$221K
|
-10,750
|
-0.4%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$45.5M
|
+$4.51M
|
+219,041
|
+10%
|
|
|
5
|
Perella Weinberg Partners Capital Management
New York
|
$42.8M
|
+$45.5M
|
+2,209,392
|
New
|
|
|
6
|
|
$21M
|
+$1.01M
|
+49,191
|
+5%
|
|
|
7
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$18.4M
|
+$2.22M
|
+107,941
|
+13%
|
|
|
8
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$18.4M
|
+$2.22M
|
+107,941
|
+13%
|
|
|
9
|
Financial & Tax Architects
St Louis,
Missouri
|
$16.3M
|
+$276K
|
+13,388
|
+2%
|
|
|
10
|
Cresset Asset Management
Chicago,
Illinois
|
$15.9M
|
+$3.8M
|
+184,712
|
+29%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$15.2M
|
-$43.7K
|
-2,121
|
-0.3%
|
|
|
12
|
MCF Advisors
Covington,
Kentucky
|
$13.9M
|
+$161K
|
+7,841
|
+1%
|
|
|
13
|
NEPC LLC
Boston,
Massachusetts
|
$13.6M
|
–
|
–
|
–
|
|
|
14
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$9.18M
|
+$8.63M
|
+419,270
|
+767%
|
|
|
15
|
Stifel Financial
St. Louis,
Missouri
|
$8.68M
|
+$853K
|
+41,439
|
+10%
|
|
|
16
|
Pasadena Private Wealth
Pasadena,
California
|
$7.84M
|
+$187K
|
+9,100
|
+2%
|
|
|
17
|
Vise Technologies
New York
|
$6.09M
|
-$663K
|
-32,193
|
-9%
|
|
|
18
|
Disciplina Capital Management
Nashville,
Tennessee
|
$5.13M
|
+$1.38M
|
+67,250
|
+34%
|
|
|
19
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$4.17M
|
-$549K
|
-26,686
|
-11%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.5M
|
-$2.01M
|
-97,745
|
-35%
|
|
|
21
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$3.44M
|
+$1.64M
|
+79,453
|
+81%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$3.29M
|
-$299K
|
-14,528
|
-8%
|
|
|
23
|
Upper Left Wealth Management
Tampa,
Florida
|
$3.23M
|
-$835K
|
-40,568
|
-20%
|
|
|
24
|
Aldebaran Capital
Carmel,
Indiana
|
$3.21M
|
-$24.8K
|
-1,206
|
-0.7%
|
|
|
25
|
American Financial & Tax Strategies
New York
|
$3.06M
|
+$3.26M
|
+158,205
|
New
|
|
