|
1
|
Balentine LLC
Atlanta,
Georgia
|
$904M
|
+$903M
|
+12,990,642
|
New
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$706M
|
+$105M
|
+1,509,850
|
+17%
|
|
|
3
|
Parametric Portfolio Associates
Seattle,
Washington
|
$479M
|
+$478M
|
+6,880,946
|
New
|
|
|
4
|
TIAA FSB
Jacksonville,
Florida
|
$403M
|
-$30.7M
|
-441,763
|
-7%
|
|
|
5
|
|
$195M
|
+$6.75M
|
+97,154
|
+4%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$146M
|
+$43.7M
|
+628,453
|
+43%
|
|
|
7
|
Truist Financial
Charlotte,
North Carolina
|
$128M
|
+$7.39M
|
+106,370
|
+6%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$127M
|
+$12.4M
|
+179,043
|
+11%
|
|
|
9
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$113M
|
+$4.1M
|
+58,938
|
+4%
|
|
|
10
|
Equitable Holdings
New York
|
$66.6M
|
+$23.8M
|
+343,015
|
+56%
|
|
|
11
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$65.1M
|
+$65.2M
|
+938,214
|
New
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$53.9M
|
+$3.2M
|
+46,007
|
+6%
|
|
|
13
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$49.5M
|
+$11.7M
|
+168,781
|
+31%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$49.1M
|
+$16.5M
|
+237,051
|
+51%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$46.7M
|
-$2.83M
|
-40,726
|
-6%
|
|
|
16
|
Crestone Asset Management
Boulder,
Colorado
|
$46.4M
|
+$7.85M
|
+112,891
|
+20%
|
|
|
17
|
Allworth Financial
Folsom,
California
|
$44.9M
|
+$1.09M
|
+15,723
|
+2%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$44.1M
|
+$5.05M
|
+72,688
|
+13%
|
|
|
19
|
Pegasus Partners
Mequon,
Wisconsin
|
$42.5M
|
+$8.23M
|
+118,400
|
+24%
|
|
|
20
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$42.1M
|
+$10.9M
|
+157,093
|
+35%
|
|
|
21
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$37.2M
|
+$19.6M
|
+282,198
|
+112%
|
|
|
22
|
|
$34.5M
|
-$845K
|
-12,153
|
-2%
|
|
|
23
|
Hoover Financial Advisors
Malvern,
Pennsylvania
|
$31.8M
|
-$30.5M
|
-438,200
|
-49%
|
|
|
24
|
Geneos Wealth Management
Englewood,
Colorado
|
$29.6M
|
-$29.2M
|
-419,416
|
-50%
|
|
|
25
|
Red Cedar Investment Management
Grand Rapids,
Michigan
|
$28.6M
|
+$19M
|
+273,954
|
+199%
|
|
