|
1
|
|
$131M
|
+$65M
|
+3,478,108
|
+96%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$107M
|
-$2.31M
|
-123,487
|
-2%
|
|
|
3
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$50.5M
|
+$1.12M
|
+59,842
|
+2%
|
|
|
4
|
Lazard Asset Management
New York
|
$26.7M
|
–
|
–
|
–
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$20.4M
|
+$1.34M
|
+71,883
|
+7%
|
|
|
6
|
Truist Financial
Charlotte,
North Carolina
|
$17.5M
|
-$1.08M
|
-57,539
|
-6%
|
|
|
7
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$15.9M
|
+$4.36M
|
+233,393
|
+37%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$15.8M
|
+$1.62M
|
+86,781
|
+11%
|
|
|
9
|
|
$12.4M
|
+$80K
|
+4,282
|
+0.6%
|
|
|
10
|
Alliance Wealth Management Group
Flemington,
New Jersey
|
$11.6M
|
+$754K
|
+40,336
|
+7%
|
|
|
11
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$11.6M
|
+$754K
|
+40,336
|
+7%
|
|
|
12
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$10.2M
|
+$1.99M
|
+106,631
|
+24%
|
|
|
13
|
Evergreen Capital Management
Bellevue,
Washington
|
$8.56M
|
+$67.7K
|
+3,626
|
+0.8%
|
|
|
14
|
RWA Wealth Partners
Newton,
Massachusetts
|
$8.22M
|
+$8.28M
|
+443,162
|
New
|
|
|
15
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$7.23M
|
-$387K
|
-20,732
|
-5%
|
|
|
16
|
Darwin Wealth Management
Tampa,
Florida
|
$6.37M
|
+$4.71M
|
+252,128
|
+275%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$6.17M
|
-$77.1K
|
-4,127
|
-1%
|
|
|
18
|
|
$5.21M
|
-$6.94M
|
-371,667
|
-57%
|
|
|
19
|
Colorado Capital Management
Boulder,
Colorado
|
$4.7M
|
+$9.94K
|
+532
|
+0.2%
|
|
|
20
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$4.37M
|
+$428K
|
+22,931
|
+11%
|
|
|
21
|
LPL Financial
San Diego,
California
|
$3.8M
|
+$449K
|
+24,012
|
+13%
|
|
|
22
|
Omega Financial Group
Santa Barbara,
California
|
$2.94M
|
+$84.2K
|
+4,504
|
+3%
|
|
|
23
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$2.68M
|
-$288K
|
-15,413
|
-10%
|
|
|
24
|
Flow Traders U.S.
New York
|
$2.51M
|
-$6.9M
|
-369,255
|
-73%
|
|
|
25
|
Portfolio Solutions
Royal Oak,
Michigan
|
$2.51M
|
-$44.7K
|
-2,390
|
-2%
|
|
