|
1
|
Bank of America
Charlotte,
North Carolina
|
$370M
|
-$7.13M
|
-147,532
|
-2%
|
|
|
2
|
TIAA FSB
Jacksonville,
Florida
|
$291M
|
+$27.3M
|
+564,258
|
+11%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$189M
|
-$52.9M
|
-1,094,130
|
-22%
|
|
|
4
|
|
$125M
|
+$40.2M
|
+831,380
|
+49%
|
|
|
5
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$64.1M
|
+$4.15M
|
+85,966
|
+7%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$63.2M
|
-$804K
|
-16,638
|
-1%
|
|
|
7
|
Hoover Financial Advisors
Malvern,
Pennsylvania
|
$29.3M
|
+$7.36M
|
+152,358
|
+35%
|
|
|
8
|
Nuveen
Charlotte,
North Carolina
|
$27.2M
|
+$26.6M
|
+550,000
|
New
|
|
|
9
|
Truist Financial
Charlotte,
North Carolina
|
$26.1M
|
+$228K
|
+4,724
|
+0.9%
|
|
|
10
|
Crestone Asset Management
Boulder,
Colorado
|
$22.8M
|
+$22M
|
+455,752
|
+9,895%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$21.6M
|
-$831K
|
-17,204
|
-4%
|
|
|
12
|
|
$20.6M
|
+$14.6M
|
+303,072
|
+265%
|
|
|
13
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$20.1M
|
+$4.21M
|
+87,198
|
+27%
|
|
|
14
|
Condor Capital Management
Martinsville,
New Jersey
|
$20M
|
-$340K
|
-7,030
|
-2%
|
|
|
15
|
Equitable Holdings
New York
|
$19.6M
|
+$7.08M
|
+146,602
|
+58%
|
|
|
16
|
Hapanowicz & Associates Financial Services
Pittsburgh,
Pennsylvania
|
$18.8M
|
-$2.61M
|
-53,930
|
-12%
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$18.4M
|
-$976K
|
-20,192
|
-5%
|
|
|
18
|
Geneos Wealth Management
Englewood,
Colorado
|
$18.3M
|
+$4.56M
|
+94,302
|
+33%
|
|
|
19
|
Balentine LLC
Atlanta,
Georgia
|
$17.7M
|
-$29.3M
|
-605,662
|
-63%
|
|
|
20
|
Parametric Portfolio Associates
Seattle,
Washington
|
$17.4M
|
-$29.6M
|
-613,056
|
-64%
|
|
|
21
|
LPL Financial
San Diego,
California
|
$15.5M
|
-$640K
|
-13,244
|
-4%
|
|
|
22
|
Comerica Bank
Dallas,
Texas
|
$15M
|
-$556K
|
-11,516
|
-4%
|
|
|
23
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$14.3M
|
+$13.9M
|
+288,480
|
New
|
|
|
24
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$11.3M
|
+$3.89M
|
+80,600
|
+55%
|
|
|
25
|
Cambridge Associates
Boston,
Massachusetts
|
$11M
|
–
|
–
|
–
|
|
