|
1
|
Wells Fargo
San Francisco,
California
|
$122M
|
+$2.27M
|
+119,072
|
+2%
|
|
|
2
|
|
$75.4M
|
+$5.67M
|
+297,412
|
+8%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$28.5M
|
-$362K
|
-18,976
|
-1%
|
|
|
4
|
Truist Financial
Charlotte,
North Carolina
|
$21.2M
|
+$21M
|
+1,101,892
|
New
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$19.5M
|
+$319K
|
+16,731
|
+2%
|
|
|
6
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$18.8M
|
+$745K
|
+39,058
|
+4%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$14.5M
|
+$2.02M
|
+105,780
|
+16%
|
|
|
8
|
|
$13.9M
|
-$984K
|
-51,637
|
-7%
|
|
|
9
|
Prudent Investors Network
Lake Forest,
California
|
$13.6M
|
+$13.5M
|
+705,594
|
New
|
|
|
10
|
Alliance Wealth Management Group
Flemington,
New Jersey
|
$11.3M
|
+$461K
|
+24,204
|
+4%
|
|
|
11
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$11.3M
|
+$461K
|
+24,205
|
+4%
|
|
|
12
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$9.99M
|
+$4.79M
|
+251,052
|
+94%
|
|
|
13
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$9.28M
|
-$2.66M
|
-139,559
|
-22%
|
|
|
14
|
Anfield Capital Management
Irvine,
California
|
$8.68M
|
+$8.58M
|
+450,327
|
New
|
|
|
15
|
Lazard Asset Management
New York
|
$8.24M
|
–
|
–
|
–
|
|
|
16
|
|
$7.49M
|
+$7.41M
|
+388,885
|
New
|
|
|
17
|
|
$6.13M
|
+$460K
|
+24,121
|
+8%
|
|
|
18
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$6.04M
|
+$175K
|
+9,201
|
+3%
|
|
|
19
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$5.64M
|
-$328K
|
-17,198
|
-6%
|
|
|
20
|
Braun-Bostich & Associates
Canonsburg,
Pennsylvania
|
$5.31M
|
+$207K
|
+10,870
|
+4%
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$5.28M
|
+$735K
|
+38,534
|
+16%
|
|
|
22
|
AssetMark Inc
Concord,
California
|
$4.81M
|
+$47.6K
|
+2,498
|
+1%
|
|
|
23
|
Colorado Capital Management
Boulder,
Colorado
|
$4.67M
|
+$26.7K
|
+1,399
|
+0.6%
|
|
|
24
|
LPL Financial
San Diego,
California
|
$4.27M
|
+$494K
|
+25,929
|
+13%
|
|
|
25
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$3.81M
|
+$212K
|
+11,121
|
+6%
|
|
