|
1
|
Bank of America
Charlotte,
North Carolina
|
$574M
|
-$47.8M
|
-752,924
|
-8%
|
|
|
2
|
TIAA FSB
Jacksonville,
Florida
|
$414M
|
-$26M
|
-410,004
|
-6%
|
|
|
3
|
|
$180M
|
+$15.7M
|
+246,670
|
+10%
|
|
|
4
|
Truist Financial
Charlotte,
North Carolina
|
$116M
|
-$21.6M
|
-339,758
|
-16%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$110M
|
-$32.6M
|
-514,298
|
-24%
|
|
|
6
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$104M
|
-$397K
|
-6,262
|
-0.4%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$48.4M
|
+$11.7M
|
+183,648
|
+34%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$47.3M
|
+$16.9M
|
+266,742
|
+60%
|
|
|
9
|
Allworth Financial
Folsom,
California
|
$41.9M
|
+$40M
|
+629,996
|
New
|
|
|
10
|
Equitable Holdings
New York
|
$40.8M
|
+$8.51M
|
+134,086
|
+28%
|
|
|
11
|
Crestone Asset Management
Boulder,
Colorado
|
$36.9M
|
-$370K
|
-5,830
|
-1%
|
|
|
12
|
WestHill Financial Advisors
San Rafael,
California
|
$36.8M
|
+$618K
|
+9,736
|
+2%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$36.7M
|
+$30.9M
|
+487,510
|
+669%
|
|
|
14
|
|
$33.7M
|
+$3.51M
|
+55,300
|
+12%
|
|
|
15
|
Pegasus Partners
Mequon,
Wisconsin
|
$32.7M
|
+$26M
|
+409,294
|
+496%
|
|
|
16
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$32.5M
|
–
|
–
|
–
|
|
|
17
|
Hoover Financial Advisors
Malvern,
Pennsylvania
|
$31.3M
|
+$33.6M
|
+530,038
|
+145%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$31.1M
|
+$7.12M
|
+112,194
|
+32%
|
|
|
19
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$29.8M
|
+$6.53M
|
+102,854
|
+30%
|
|
|
20
|
Geneos Wealth Management
Englewood,
Colorado
|
$29.1M
|
+$25.7M
|
+404,332
|
+93%
|
|
|
21
|
Hapanowicz & Associates Financial Services
Pittsburgh,
Pennsylvania
|
$25.2M
|
+$1.43M
|
+22,514
|
+6%
|
|
|
22
|
Condor Capital Management
Martinsville,
New Jersey
|
$23.8M
|
-$2.1M
|
-33,042
|
-8%
|
|
|
23
|
Aaron Wealth Advisors
Chicago,
Illinois
|
$21.5M
|
+$1.17M
|
+18,388
|
+6%
|
|
|
24
|
Cary Street Partners Asset Management
Richmond,
Virginia
|
$20M
|
+$19.1M
|
+300,710
|
New
|
|
|
25
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$18.5M
|
-$160K
|
-2,524
|
-0.9%
|
|
