|
1
|
Wells Fargo
San Francisco,
California
|
$397M
|
+$64.9M
|
+3,110,170
|
+20%
|
|
|
2
|
SEI Investments
Oaks,
Pennsylvania
|
$206M
|
-$6.02M
|
-288,291
|
-3%
|
|
|
3
|
Metis Global Partners
San Diego,
California
|
$133M
|
+$3.04M
|
+145,483
|
+2%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$41M
|
-$2.07M
|
-98,924
|
-5%
|
|
|
5
|
NEPC LLC
Boston,
Massachusetts
|
$39.4M
|
-$1M
|
-48,056
|
-3%
|
|
|
6
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$35.3M
|
+$2.53M
|
+121,057
|
+8%
|
|
|
7
|
Great Lakes Advisors
Chicago,
Illinois
|
$33.3M
|
+$7.03M
|
+336,859
|
+28%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$28.9M
|
-$607K
|
-29,057
|
-2%
|
|
|
9
|
|
$25.1M
|
-$211K
|
-10,104
|
-0.9%
|
|
|
10
|
Lockheed Martin Investment Management
Bethesda,
Maryland
|
$21.2M
|
–
|
–
|
–
|
|
|
11
|
Financial & Tax Architects
St Louis,
Missouri
|
$20M
|
+$19.1M
|
+913,045
|
+5,121%
|
|
|
12
|
MCF Advisors
Covington,
Kentucky
|
$19.9M
|
-$739K
|
-35,409
|
-4%
|
|
|
13
|
Payne Capital Management
New York
|
$14.4M
|
+$1.02M
|
+48,713
|
+8%
|
|
|
14
|
Cresset Asset Management
Chicago,
Illinois
|
$14.2M
|
+$1.23M
|
+58,981
|
+10%
|
|
|
15
|
Abundance Wealth Counselors
State College,
Pennsylvania
|
$12.8M
|
+$12.5M
|
+597,132
|
New
|
|
|
16
|
Penserra Capital Management
Orinda,
California
|
$12.5M
|
+$2.73M
|
+130,541
|
+29%
|
|
|
17
|
Stifel Financial
St. Louis,
Missouri
|
$10.8M
|
-$32.9K
|
-1,576
|
-0.3%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.48M
|
-$5.16M
|
-247,209
|
-38%
|
|
|
19
|
Williams Financial
North Bennington,
Vermont
|
$8.42M
|
+$8.19M
|
+392,307
|
New
|
|
|
20
|
Mason Street Advisors
Milwaukee,
Wisconsin
|
$6.54M
|
–
|
–
|
–
|
|
|
21
|
Flow Traders U.S.
New York
|
$6.28M
|
+$6.11M
|
+292,403
|
New
|
|
|
22
|
Truist Financial
Charlotte,
North Carolina
|
$6.27M
|
+$504K
|
+24,157
|
+9%
|
|
|
23
|
Upper Left Wealth Management
Tampa,
Florida
|
$6.09M
|
+$231K
|
+11,052
|
+4%
|
|
|
24
|
Disciplina Capital Management
Nashville,
Tennessee
|
$5.8M
|
+$421K
|
+20,163
|
+8%
|
|
|
25
|
Evergreen Wealth Solutions
Williamsport,
Pennsylvania
|
$5.69M
|
+$5.54M
|
+265,230
|
New
|
|
