|
1
|
Wells Fargo
San Francisco,
California
|
$119M
|
+$2.32M
|
+122,046
|
+2%
|
|
|
2
|
|
$68.9M
|
+$12.5M
|
+658,673
|
+22%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$28.5M
|
+$270K
|
+14,197
|
+1%
|
|
|
4
|
Suntrust Banks
Atlanta,
Georgia
|
$22.3M
|
-$96.7K
|
-5,091
|
-0.4%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$19M
|
+$1.46M
|
+76,796
|
+8%
|
|
|
6
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$17.8M
|
+$179K
|
+9,420
|
+1%
|
|
|
7
|
Lazard Asset Management
New York
|
$17.2M
|
–
|
–
|
–
|
|
|
8
|
|
$14.7M
|
-$97.9K
|
-5,154
|
-0.7%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$12.3M
|
+$156K
|
+8,201
|
+1%
|
|
|
10
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$11.8M
|
+$4.18M
|
+220,028
|
+55%
|
|
|
11
|
Alliance Wealth Management Group
Flemington,
New Jersey
|
$10.7M
|
+$544K
|
+28,675
|
+5%
|
|
|
12
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$10.7M
|
+$544K
|
+28,676
|
+5%
|
|
|
13
|
Citadel Advisors
Miami,
Florida
|
$9.81M
|
+$9.15M
|
+481,898
|
+1,428%
|
|
|
14
|
Victory Capital Management
San Antonio,
Texas
|
$7.25M
|
+$7.24M
|
+381,087
|
New
|
|
|
15
|
|
$7.15M
|
+$10.1K
|
+530
|
+0.1%
|
|
|
16
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$5.9M
|
+$216K
|
+11,363
|
+4%
|
|
|
17
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$5.79M
|
+$22.5K
|
+1,184
|
+0.4%
|
|
|
18
|
|
$5.6M
|
-$1.32M
|
-69,751
|
-19%
|
|
|
19
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$5.09M
|
-$517K
|
-27,243
|
-9%
|
|
|
20
|
Braun-Bostich & Associates
Canonsburg,
Pennsylvania
|
$5.04M
|
+$226K
|
+11,899
|
+5%
|
|
|
21
|
AssetMark Inc
Concord,
California
|
$4.7M
|
+$4.69M
|
+247,171
|
New
|
|
|
22
|
Colorado Capital Management
Boulder,
Colorado
|
$4.58M
|
+$123K
|
+6,486
|
+3%
|
|
|
23
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.48M
|
+$261K
|
+13,760
|
+6%
|
|
|
24
|
Red Cedar Investment Management
Grand Rapids,
Michigan
|
$4.12M
|
+$8.68K
|
+457
|
+0.2%
|
|
|
25
|
Atria Investments
Charlotte,
North Carolina
|
$3.8M
|
+$3.5M
|
+184,116
|
+1,177%
|
|
