|
1
|
SEI Investments
Oaks,
Pennsylvania
|
$194M
|
+$139M
|
+7,202,736
|
+274%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$166M
|
-$3.99M
|
-206,505
|
-2%
|
|
|
3
|
Metis Global Partners
San Diego,
California
|
$65.9M
|
+$765K
|
+39,623
|
+1%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$39.2M
|
-$7.12M
|
-368,940
|
-16%
|
|
|
5
|
Perella Weinberg Partners Capital Management
New York
|
$34.4M
|
-$9.05M
|
-468,738
|
-21%
|
|
|
6
|
NEPC LLC
Boston,
Massachusetts
|
$27.5M
|
+$13.3M
|
+688,320
|
+98%
|
|
|
7
|
|
$20.5M
|
-$863K
|
-44,696
|
-4%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$18.2M
|
+$2.59M
|
+134,321
|
+17%
|
|
|
9
|
Financial & Tax Architects
St Louis,
Missouri
|
$17.9M
|
+$1.23M
|
+63,701
|
+8%
|
|
|
10
|
MCF Advisors
Covington,
Kentucky
|
$15.3M
|
+$1.02M
|
+53,013
|
+7%
|
|
|
11
|
Cresset Asset Management
Chicago,
Illinois
|
$11.5M
|
-$4.64M
|
-240,333
|
-29%
|
|
|
12
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$10.1M
|
+$694K
|
+35,915
|
+8%
|
|
|
13
|
Stifel Financial
St. Louis,
Missouri
|
$8.62M
|
-$243K
|
-12,597
|
-3%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.11M
|
+$4.43M
|
+229,501
|
+127%
|
|
|
15
|
Truist Financial
Charlotte,
North Carolina
|
$5.85M
|
+$4.34M
|
+224,580
|
+314%
|
|
|
16
|
Disciplina Capital Management
Nashville,
Tennessee
|
$5.51M
|
+$266K
|
+13,770
|
+5%
|
|
|
17
|
Hart & Patterson Financial Group
Amherst,
Massachusetts
|
$5.44M
|
+$4.25M
|
+219,895
|
+399%
|
|
|
18
|
Vise Technologies
New York
|
$5.01M
|
-$1.18M
|
-61,347
|
-20%
|
|
|
19
|
Upper Left Wealth Management
Tampa,
Florida
|
$4.74M
|
+$1.41M
|
+72,826
|
+44%
|
|
|
20
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$4.47M
|
+$208K
|
+10,768
|
+5%
|
|
|
21
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$3.68M
|
+$160K
|
+8,298
|
+5%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$3.3M
|
-$49.8K
|
-2,580
|
-2%
|
|
|
23
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$3.25M
|
+$176K
|
+9,124
|
+6%
|
|
|
24
|
Aldebaran Capital
Carmel,
Indiana
|
$3.16M
|
-$110K
|
-5,687
|
-3%
|
|
|
25
|
American Financial & Tax Strategies
New York
|
$3.12M
|
-$5.1K
|
-264
|
-0.2%
|
|
