|
1
|
Wells Fargo
San Francisco,
California
|
$97.8M
|
-$8.43M
|
-455,814
|
-7%
|
|
|
2
|
|
$42.4M
|
-$25.1M
|
-1,359,707
|
-35%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$32.7M
|
+$9.15M
|
+495,054
|
+33%
|
|
|
4
|
Truist Financial
Charlotte,
North Carolina
|
$18.2M
|
-$101K
|
-5,459
|
-0.5%
|
|
|
5
|
|
$17.1M
|
+$11.9M
|
+644,898
|
+166%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$13.8M
|
-$3.35M
|
-181,125
|
-18%
|
|
|
7
|
|
$10.8M
|
-$1.29M
|
-70,023
|
-10%
|
|
|
8
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$9.44M
|
-$328K
|
-17,753
|
-3%
|
|
|
9
|
Alliance Wealth Management Group
Flemington,
New Jersey
|
$9.44M
|
-$328K
|
-17,752
|
-3%
|
|
|
10
|
|
$8.92M
|
+$4.06M
|
+219,643
|
+69%
|
|
|
11
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$8.06M
|
-$607K
|
-32,828
|
-6%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$7.72M
|
-$5.32M
|
-288,057
|
-38%
|
|
|
13
|
RWA Wealth Partners
Newton,
Massachusetts
|
$7.16M
|
+$7.98M
|
+431,676
|
New
|
|
|
14
|
Evergreen Capital Management
Bellevue,
Washington
|
$7.12M
|
+$7.6M
|
+411,200
|
+2,226%
|
|
|
15
|
Lazard Asset Management
New York
|
$7.06M
|
–
|
–
|
–
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$6.47M
|
+$2.15M
|
+116,107
|
+42%
|
|
|
17
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$5.64M
|
+$494K
|
+26,738
|
+9%
|
|
|
18
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$5.01M
|
+$5.59M
|
+302,166
|
New
|
|
|
19
|
Anfield Capital Management
Irvine,
California
|
$4.71M
|
-$3.07M
|
-166,007
|
-37%
|
|
|
20
|
Colorado Capital Management
Boulder,
Colorado
|
$4.24M
|
+$252K
|
+13,645
|
+6%
|
|
|
21
|
LPL Financial
San Diego,
California
|
$4.22M
|
+$609K
|
+32,937
|
+15%
|
|
|
22
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$3.51M
|
+$255K
|
+13,795
|
+7%
|
|
|
23
|
Flow Traders U.S.
New York
|
$3.2M
|
+$3.57M
|
+193,186
|
New
|
|
|
24
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$3.08M
|
-$1.98M
|
-107,071
|
-37%
|
|
|
25
|
Omega Financial Group
Santa Barbara,
California
|
$2.61M
|
-$626K
|
-33,872
|
-18%
|
|
