|
1
|
Bank of America
Charlotte,
North Carolina
|
$332M
|
-$37.3M
|
-681,202
|
-8%
|
|
|
2
|
TIAA FSB
Jacksonville,
Florida
|
$232M
|
+$82.1M
|
+1,499,766
|
+39%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$214M
|
+$224M
|
+4,093,742
|
+495%
|
|
|
4
|
|
$74.2M
|
+$50.5M
|
+923,154
|
+118%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$56.4M
|
+$5.57M
|
+101,692
|
+9%
|
|
|
6
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$52.7M
|
+$1.13M
|
+20,650
|
+2%
|
|
|
7
|
Balentine LLC
Atlanta,
Georgia
|
$42M
|
+$48.9M
|
+893,218
|
+1,251%
|
|
|
8
|
Parametric Portfolio Associates
Seattle,
Washington
|
$42M
|
+$48.9M
|
+892,958
|
+1,250%
|
|
|
9
|
Truist Financial
Charlotte,
North Carolina
|
$22.8M
|
-$26.5M
|
-484,836
|
-48%
|
|
|
10
|
Allworth Financial
Folsom,
California
|
$20M
|
+$25.2M
|
+460,326
|
New
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$19.8M
|
+$94.8K
|
+1,732
|
+0.4%
|
|
|
12
|
Hoover Financial Advisors
Malvern,
Pennsylvania
|
$19.2M
|
+$2.79M
|
+50,922
|
+13%
|
|
|
13
|
Hapanowicz & Associates Financial Services
Pittsburgh,
Pennsylvania
|
$18.9M
|
+$2M
|
+36,566
|
+9%
|
|
|
14
|
Condor Capital Management
Martinsville,
New Jersey
|
$17.9M
|
-$393K
|
-7,180
|
-2%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$17.1M
|
+$1.63M
|
+29,756
|
+8%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$14.2M
|
+$401K
|
+7,324
|
+2%
|
|
|
17
|
Comerica Bank
Dallas,
Texas
|
$14.1M
|
+$4.45M
|
+81,300
|
+37%
|
|
|
18
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$13.9M
|
-$3.5M
|
-63,974
|
-17%
|
|
|
19
|
Geneos Wealth Management
Englewood,
Colorado
|
$12.4M
|
+$335K
|
+6,120
|
+2%
|
|
|
20
|
Equitable Holdings
New York
|
$10.9M
|
+$13.7M
|
+250,668
|
New
|
|
|
21
|
Cambridge Associates
Boston,
Massachusetts
|
$9.75M
|
–
|
–
|
–
|
|
|
22
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$9M
|
+$6.72M
|
+122,884
|
+146%
|
|
|
23
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$7.69M
|
-$1.96M
|
-35,828
|
-17%
|
|
|
24
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$7.16M
|
+$1.81M
|
+33,070
|
+25%
|
|
|
25
|
Verdence Capital Advisors
Hunt Valley,
Maryland
|
$6.63M
|
+$2.31M
|
+42,254
|
+38%
|
|
