|
1
|
|
$259M
|
+$2.44M
|
+124,648
|
+0.9%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$43.6M
|
+$9.87M
|
+504,615
|
+29%
|
|
|
3
|
Lazard Asset Management
New York
|
$28.6M
|
–
|
–
|
–
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$28.2M
|
-$11.4M
|
-584,550
|
-29%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$22.8M
|
-$988K
|
-50,511
|
-4%
|
|
|
6
|
Prudent Investors Network
Lake Forest,
California
|
$17.9M
|
+$510K
|
+26,092
|
+3%
|
|
|
7
|
RWA Wealth Partners
Newton,
Massachusetts
|
$17.7M
|
+$364K
|
+18,632
|
+2%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$16.4M
|
-$43.5K
|
-2,224
|
-0.3%
|
|
|
9
|
Alliance Wealth Management Group
Flemington,
New Jersey
|
$16.1M
|
+$618K
|
+31,582
|
+4%
|
|
|
10
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$16.1M
|
+$618K
|
+31,582
|
+4%
|
|
|
11
|
Truist Financial
Charlotte,
North Carolina
|
$12M
|
-$13.8M
|
-703,396
|
-53%
|
|
|
12
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$10.3M
|
-$117
|
-6
|
-0%
|
|
|
13
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$9.31M
|
+$433K
|
+22,124
|
+5%
|
|
|
14
|
|
$8.65M
|
+$1.77M
|
+90,705
|
+26%
|
|
|
15
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$6.9M
|
+$422K
|
+21,566
|
+6%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$6.81M
|
+$715K
|
+36,543
|
+12%
|
|
|
17
|
Evergreen Capital Management
Bellevue,
Washington
|
$6.54M
|
+$281K
|
+14,359
|
+4%
|
|
|
18
|
Bank of New York Mellon
New York
|
$4.97M
|
+$125K
|
+6,411
|
+3%
|
|
|
19
|
Colorado Capital Management
Boulder,
Colorado
|
$4.5M
|
-$105K
|
-5,388
|
-2%
|
|
|
20
|
Anfield Capital Management
Irvine,
California
|
$4.26M
|
+$963K
|
+49,232
|
+29%
|
|
|
21
|
Advisornet Financial
Minnetonka,
Minnesota
|
$3.87M
|
-$123K
|
-6,315
|
-3%
|
|
|
22
|
Advisors Preferred
Rockville,
Maryland
|
$3.8M
|
-$52.8K
|
-2,699
|
-1%
|
|
|
23
|
Islay Capital Management
Lubbock,
Texas
|
$3.16M
|
+$1.72M
|
+88,086
|
+119%
|
|
|
24
|
Founders Financial Securities
Towson,
Maryland
|
$3.15M
|
+$37.2K
|
+1,900
|
+1%
|
|
|
25
|
Barclays
London,
United Kingdom
|
$3.14M
|
-$1.57M
|
-80,069
|
-33%
|
|
