|
1
|
Bank of America
Charlotte,
North Carolina
|
$442M
|
+$54.2M
|
+1,042,440
|
+14%
|
|
|
2
|
TIAA FSB
Jacksonville,
Florida
|
$335M
|
+$29.5M
|
+566,942
|
+10%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$199M
|
+$771K
|
+14,820
|
+0.4%
|
|
|
4
|
|
$124M
|
-$7.67M
|
-147,554
|
-6%
|
|
|
5
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$79.8M
|
+$12.5M
|
+240,608
|
+19%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$68.1M
|
+$1.78M
|
+34,276
|
+3%
|
|
|
7
|
Nuveen
Charlotte,
North Carolina
|
$33.7M
|
+$5.2M
|
+100,000
|
+18%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$25.4M
|
+$6.12M
|
+117,618
|
+32%
|
|
|
9
|
Truist Financial
Charlotte,
North Carolina
|
$25.1M
|
-$2.37M
|
-45,648
|
-9%
|
|
|
10
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$25.1M
|
+$4.03M
|
+77,420
|
+19%
|
|
|
11
|
Crestone Asset Management
Boulder,
Colorado
|
$24.5M
|
+$666K
|
+12,806
|
+3%
|
|
|
12
|
Equitable Holdings
New York
|
$23.8M
|
+$3.19M
|
+61,320
|
+15%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$22.6M
|
-$63.1K
|
-1,214
|
-0.3%
|
|
|
14
|
|
$21.3M
|
-$401K
|
-7,708
|
-2%
|
|
|
15
|
Geneos Wealth Management
Englewood,
Colorado
|
$20.7M
|
+$1.24M
|
+23,758
|
+6%
|
|
|
16
|
Condor Capital Management
Martinsville,
New Jersey
|
$20.5M
|
-$561K
|
-10,782
|
-3%
|
|
|
17
|
Hapanowicz & Associates Financial Services
Pittsburgh,
Pennsylvania
|
$19.1M
|
-$710K
|
-13,654
|
-4%
|
|
|
18
|
Commerce Bank
Kansas City,
Missouri
|
$18.9M
|
+$19M
|
+364,796
|
New
|
|
|
19
|
Hoover Financial Advisors
Malvern,
Pennsylvania
|
$18.6M
|
-$12.2M
|
-233,900
|
-39%
|
|
|
20
|
Balentine LLC
Atlanta,
Georgia
|
$18.6M
|
-$17.6K
|
-338
|
-0.1%
|
|
|
21
|
Parametric Portfolio Associates
Seattle,
Washington
|
$18.3M
|
+$38.5K
|
+740
|
+0.2%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$18M
|
+$1.74M
|
+33,490
|
+11%
|
|
|
23
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$14.8M
|
-$189K
|
-3,626
|
-1%
|
|
|
24
|
Comerica Bank
Dallas,
Texas
|
$14.7M
|
-$839K
|
-16,130
|
-6%
|
|
|
25
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$13.1M
|
+$1.27M
|
+24,332
|
+11%
|
|
