|
1
|
Balentine LLC
Atlanta,
Georgia
|
$380M
|
+$95.1M
|
+1,248,621
|
+33%
|
|
|
2
|
|
$312M
|
-$49.5M
|
-650,094
|
-14%
|
|
|
3
|
Truist Financial
Charlotte,
North Carolina
|
$277M
|
+$38M
|
+498,729
|
+16%
|
|
|
4
|
Parametric Portfolio Associates
Seattle,
Washington
|
$189M
|
+$39.7M
|
+520,894
|
+26%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$120M
|
+$5.26M
|
+69,120
|
+5%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$111M
|
+$11.2M
|
+146,920
|
+11%
|
|
|
7
|
|
$57.2M
|
+$1.02M
|
+13,389
|
+2%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$54.9M
|
-$8.77M
|
-115,102
|
-14%
|
|
|
9
|
HighTower Advisors
Chicago,
Illinois
|
$49.5M
|
+$2.95M
|
+38,787
|
+6%
|
|
|
10
|
FundX Investment Group
San Francisco,
California
|
$45.5M
|
-$2.42M
|
-31,834
|
-5%
|
|
|
11
|
Mivtachim The Workers Social Insurance Fund
Tel Aviv,
Israel
|
$35.1M
|
–
|
–
|
–
|
|
|
12
|
Armbruster Capital Management
Pittsford,
New York
|
$28.3M
|
-$559K
|
-7,336
|
-2%
|
|
|
13
|
Financial Advisory Group
Houston,
Texas
|
$26.5M
|
-$110K
|
-1,447
|
-0.4%
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$23.6M
|
-$2.2M
|
-28,851
|
-8%
|
|
|
15
|
Keebeck Wealth Management
Chicago,
Illinois
|
$21.4M
|
–
|
–
|
–
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$19.7M
|
-$26.5M
|
-347,749
|
-57%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$16.2M
|
-$10.8M
|
-142,061
|
-40%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$12.8M
|
-$1.4M
|
-18,422
|
-10%
|
|
|
19
|
Park Avenue Securities
New York
|
$12.6M
|
-$90.1K
|
-1,183
|
-0.7%
|
|
|
20
|
Financial Enhancement Group
Anderson,
Indiana
|
$11.9M
|
+$1.49M
|
+19,594
|
+14%
|
|
|
21
|
Nottingham Advisors
Amherst,
New York
|
$11.5M
|
-$5.84M
|
-76,679
|
-34%
|
|
|
22
|
J.W. Cole Advisors
Tampa,
Florida
|
$11.4M
|
+$12.8M
|
+168,247
|
New
|
|
|
23
|
Fidelity Investments
Boston,
Massachusetts
|
$10.3M
|
-$703K
|
-9,234
|
-6%
|
|
|
24
|
Concord Wealth Partners
Abingdon,
Virginia
|
$10.3M
|
-$1.14M
|
-14,939
|
-10%
|
|
|
25
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$10.1M
|
+$571K
|
+7,494
|
+6%
|
|
