|
1
|
Bank of America
Charlotte,
North Carolina
|
$562M
|
+$48.3M
|
+857,244
|
+10%
|
|
|
2
|
TIAA FSB
Jacksonville,
Florida
|
$398M
|
+$9.96M
|
+176,860
|
+3%
|
|
|
3
|
|
$147M
|
+$3.96M
|
+70,290
|
+3%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$130M
|
+$47.8M
|
+848,900
|
+65%
|
|
|
5
|
Truist Financial
Charlotte,
North Carolina
|
$125M
|
+$89.9M
|
+1,595,542
|
+330%
|
|
|
6
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$94.3M
|
+$2.03M
|
+36,102
|
+2%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$71.3M
|
-$149M
|
-2,650,058
|
-69%
|
|
|
8
|
Crestone Asset Management
Boulder,
Colorado
|
$33.6M
|
+$4.91M
|
+87,106
|
+18%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$32.7M
|
+$3.12M
|
+55,378
|
+11%
|
|
|
10
|
WestHill Financial Advisors
San Rafael,
California
|
$32.6M
|
+$30.7M
|
+544,402
|
New
|
|
|
11
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$32.5M
|
+$3.31M
|
+58,732
|
+12%
|
|
|
12
|
Geneos Wealth Management
Englewood,
Colorado
|
$29.1M
|
+$1.79M
|
+31,812
|
+8%
|
|
|
13
|
Equitable Holdings
New York
|
$28.7M
|
+$1.17M
|
+20,702
|
+5%
|
|
|
14
|
|
$27.1M
|
+$2.41M
|
+42,760
|
+10%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$26.7M
|
+$529K
|
+9,396
|
+2%
|
|
|
16
|
Commerce Bank
Kansas City,
Missouri
|
$24.7M
|
+$2.68M
|
+47,610
|
+13%
|
|
|
17
|
Condor Capital Management
Martinsville,
New Jersey
|
$23.5M
|
-$151K
|
-2,688
|
-0.7%
|
|
|
18
|
Hoover Financial Advisors
Malvern,
Pennsylvania
|
$22.7M
|
+$368K
|
+6,524
|
+2%
|
|
|
19
|
Hapanowicz & Associates Financial Services
Pittsburgh,
Pennsylvania
|
$21.4M
|
-$583K
|
-10,356
|
-3%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$21.3M
|
+$528K
|
+9,370
|
+3%
|
|
|
21
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$20.7M
|
+$5.21M
|
+92,464
|
+37%
|
|
|
22
|
Verdence Capital Advisors
Hunt Valley,
Maryland
|
$19.7M
|
+$8.95M
|
+158,866
|
+94%
|
|
|
23
|
Aaron Wealth Advisors
Chicago,
Illinois
|
$18.3M
|
+$17.2M
|
+305,810
|
New
|
|
|
24
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$16.8M
|
-$266K
|
-4,730
|
-2%
|
|
|
25
|
Comerica Bank
Dallas,
Texas
|
$16.5M
|
-$235K
|
-4,180
|
-2%
|
|
