|
1
|
Balentine LLC
Atlanta,
Georgia
|
$1.17B
|
+$281M
|
+4,000,233
|
+31%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$754M
|
+$58.1M
|
+826,077
|
+8%
|
|
|
3
|
Parametric Portfolio Associates
Seattle,
Washington
|
$606M
|
+$136M
|
+1,938,740
|
+28%
|
|
|
4
|
TIAA FSB
Jacksonville,
Florida
|
$384M
|
-$13.8M
|
-195,819
|
-3%
|
|
|
5
|
|
$172M
|
-$21.1M
|
-299,335
|
-11%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$143M
|
+$17.6M
|
+250,446
|
+14%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$131M
|
-$13.9M
|
-197,089
|
-9%
|
|
|
8
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$117M
|
+$5.41M
|
+76,911
|
+5%
|
|
|
9
|
Truist Financial
Charlotte,
North Carolina
|
$112M
|
-$15.3M
|
-217,465
|
-12%
|
|
|
10
|
Equitable Holdings
New York
|
$71.3M
|
+$5.7M
|
+81,067
|
+8%
|
|
|
11
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$58.9M
|
+$17.7M
|
+251,536
|
+42%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$56.1M
|
+$7.87M
|
+111,792
|
+16%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$55.3M
|
+$2.07M
|
+29,415
|
+4%
|
|
|
14
|
Crestone Asset Management
Boulder,
Colorado
|
$54M
|
+$8.31M
|
+118,048
|
+18%
|
|
|
15
|
Pegasus Partners
Mequon,
Wisconsin
|
$52.6M
|
+$10.9M
|
+154,700
|
+25%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$47M
|
+$872K
|
+12,392
|
+2%
|
|
|
17
|
Allworth Financial
Folsom,
California
|
$46.7M
|
+$2.4M
|
+34,148
|
+5%
|
|
|
18
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$45.2M
|
-$20.7M
|
-294,740
|
-31%
|
|
|
19
|
Red Cedar Investment Management
Grand Rapids,
Michigan
|
$44.4M
|
+$16.5M
|
+234,958
|
+57%
|
|
|
20
|
Ameriprise
Minneapolis,
Minnesota
|
$42.8M
|
-$552K
|
-7,853
|
-1%
|
|
|
21
|
Comerica Bank
Dallas,
Texas
|
$41.5M
|
+$20.3M
|
+289,033
|
+99%
|
|
|
22
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$40.8M
|
+$4.2M
|
+59,706
|
+11%
|
|
|
23
|
WestHill Financial Advisors
San Rafael,
California
|
$39.7M
|
+$40.7M
|
+578,400
|
New
|
|
|
24
|
|
$34.4M
|
+$342K
|
+4,862
|
+1%
|
|
|
25
|
Aaron Wealth Advisors
Chicago,
Illinois
|
$28.7M
|
+$6.04M
|
+85,918
|
+26%
|
|
