|
1
|
|
$257M
|
+$95.6M
|
+4,919,356
|
+60%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$39.7M
|
+$2.7M
|
+138,774
|
+7%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$33.9M
|
+$2.41M
|
+124,224
|
+8%
|
|
|
4
|
Lazard Asset Management
New York
|
$28.7M
|
–
|
–
|
–
|
|
|
5
|
Truist Financial
Charlotte,
North Carolina
|
$25.8M
|
-$3.59M
|
-184,901
|
-12%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$23.8M
|
+$340K
|
+17,504
|
+1%
|
|
|
7
|
Prudent Investors Network
Lake Forest,
California
|
$17.4M
|
+$891K
|
+45,857
|
+5%
|
|
|
8
|
RWA Wealth Partners
Newton,
Massachusetts
|
$17.4M
|
-$125K
|
-6,458
|
-0.7%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$16.5M
|
+$2.21M
|
+113,662
|
+16%
|
|
|
10
|
Alliance Wealth Management Group
Flemington,
New Jersey
|
$15.6M
|
+$593K
|
+30,503
|
+4%
|
|
|
11
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$15.6M
|
+$593K
|
+30,503
|
+4%
|
|
|
12
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$10.3M
|
-$415K
|
-21,377
|
-4%
|
|
|
13
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$8.9M
|
+$762K
|
+39,248
|
+9%
|
|
|
14
|
|
$6.91M
|
-$638K
|
-32,848
|
-9%
|
|
|
15
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$6.51M
|
-$906K
|
-46,651
|
-12%
|
|
|
16
|
Evergreen Capital Management
Bellevue,
Washington
|
$6.28M
|
+$104K
|
+5,374
|
+2%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$6.11M
|
+$82.2K
|
+4,229
|
+1%
|
|
|
18
|
Bank of New York Mellon
New York
|
$4.86M
|
+$200K
|
+10,285
|
+4%
|
|
|
19
|
Barclays
London,
United Kingdom
|
$4.71M
|
-$997K
|
-51,304
|
-18%
|
|
|
20
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$4.64M
|
+$2.25M
|
+115,913
|
+95%
|
|
|
21
|
Colorado Capital Management
Boulder,
Colorado
|
$4.62M
|
-$272K
|
-13,978
|
-6%
|
|
|
22
|
Advisornet Financial
Minnetonka,
Minnesota
|
$4.01M
|
+$229K
|
+11,804
|
+6%
|
|
|
23
|
Advisors Preferred
Rockville,
Maryland
|
$3.87M
|
-$155K
|
-7,954
|
-4%
|
|
|
24
|
Anfield Capital Management
Irvine,
California
|
$3.31M
|
-$207K
|
-10,641
|
-6%
|
|
|
25
|
Founders Financial Securities
Towson,
Maryland
|
$3.13M
|
+$3.11M
|
+159,954
|
New
|
|
