|
1
|
|
$159M
|
-$8.15M
|
-420,983
|
-5%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$36.7M
|
+$10.5M
|
+540,260
|
+40%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$31.2M
|
-$731K
|
-37,750
|
-2%
|
|
|
4
|
Truist Financial
Charlotte,
North Carolina
|
$29.1M
|
+$8.94M
|
+461,604
|
+44%
|
|
|
5
|
Lazard Asset Management
New York
|
$28.9M
|
–
|
–
|
–
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$23.2M
|
+$1.23M
|
+63,558
|
+6%
|
|
|
7
|
RWA Wealth Partners
Newton,
Massachusetts
|
$17.3M
|
-$104K
|
-5,376
|
-0.6%
|
|
|
8
|
Prudent Investors Network
Lake Forest,
California
|
$16.4M
|
+$811K
|
+41,913
|
+5%
|
|
|
9
|
Alliance Wealth Management Group
Flemington,
New Jersey
|
$14.8M
|
+$2.59M
|
+133,677
|
+21%
|
|
|
10
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$14.8M
|
+$2.59M
|
+133,677
|
+21%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$14.2M
|
+$3M
|
+155,167
|
+27%
|
|
|
12
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$10.6M
|
-$5.83K
|
-301
|
-0.1%
|
|
|
13
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$8.06M
|
-$171K
|
-8,858
|
-2%
|
|
|
14
|
|
$7.47M
|
+$2M
|
+103,518
|
+37%
|
|
|
15
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$7.35M
|
-$6.47M
|
-334,188
|
-47%
|
|
|
16
|
Evergreen Capital Management
Bellevue,
Washington
|
$6.12M
|
+$140K
|
+7,219
|
+2%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$5.97M
|
-$571K
|
-29,506
|
-9%
|
|
|
18
|
Barclays
London,
United Kingdom
|
$5.66M
|
+$5.66M
|
+292,459
|
New
|
|
|
19
|
Colorado Capital Management
Boulder,
Colorado
|
$4.85M
|
-$38.5K
|
-1,987
|
-0.8%
|
|
|
20
|
Bank of New York Mellon
New York
|
$4.62M
|
+$108K
|
+5,556
|
+2%
|
|
|
21
|
BlueCrest Capital Management
St Helier,
Jersey
|
$4.25M
|
-$1.36M
|
-70,243
|
-24%
|
|
|
22
|
Advisors Preferred
Rockville,
Maryland
|
$3.98M
|
+$1.35M
|
+69,865
|
+52%
|
|
|
23
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3.93M
|
-$2.79M
|
-144,291
|
-42%
|
|
|
24
|
Advisornet Financial
Minnetonka,
Minnesota
|
$3.74M
|
+$400K
|
+20,685
|
+12%
|
|
|
25
|
Anfield Capital Management
Irvine,
California
|
$3.48M
|
+$2.88M
|
+148,961
|
+478%
|
|
