|
1
|
Balentine LLC
Atlanta,
Georgia
|
$1.19B
|
-$62.7M
|
-872,080
|
-5%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$1.02B
|
+$208M
|
+2,892,986
|
+26%
|
|
|
3
|
TIAA FSB
Jacksonville,
Florida
|
$406M
|
-$5.06M
|
-70,348
|
-1%
|
|
|
4
|
|
$196M
|
+$11M
|
+152,604
|
+6%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$167M
|
+$13.3M
|
+185,144
|
+9%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$147M
|
+$7.09M
|
+98,573
|
+5%
|
|
|
7
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$128M
|
+$2.06M
|
+28,660
|
+2%
|
|
|
8
|
Truist Financial
Charlotte,
North Carolina
|
$122M
|
+$2.31M
|
+32,108
|
+2%
|
|
|
9
|
Equitable Holdings
New York
|
$77.1M
|
+$562K
|
+7,820
|
+0.8%
|
|
|
10
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$75.2M
|
+$11.7M
|
+163,256
|
+19%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$66.8M
|
+$6.38M
|
+88,653
|
+11%
|
|
|
12
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$66.1M
|
+$47.1M
|
+655,407
|
+271%
|
|
|
13
|
Crestone Asset Management
Boulder,
Colorado
|
$64.1M
|
+$6.01M
|
+83,541
|
+11%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$62.8M
|
+$3.39M
|
+47,133
|
+6%
|
|
|
15
|
Pegasus Partners
Mequon,
Wisconsin
|
$57.5M
|
+$1.03M
|
+14,359
|
+2%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$56.7M
|
+$6.15M
|
+85,449
|
+12%
|
|
|
17
|
Allworth Financial
Folsom,
California
|
$52.5M
|
+$2.29M
|
+31,909
|
+5%
|
|
|
18
|
Red Cedar Investment Management
Grand Rapids,
Michigan
|
$47.7M
|
-$10.2K
|
-142
|
-0%
|
|
|
19
|
Ameriprise
Minneapolis,
Minnesota
|
$47.1M
|
+$998K
|
+13,877
|
+2%
|
|
|
20
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$46.1M
|
+$2.28M
|
+31,691
|
+5%
|
|
|
21
|
WestHill Financial Advisors
San Rafael,
California
|
$43.9M
|
+$1.25M
|
+17,316
|
+3%
|
|
|
22
|
|
$43.5M
|
+$6.39M
|
+88,910
|
+18%
|
|
|
23
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$40.2M
|
-$7.14M
|
-99,300
|
-15%
|
|
|
24
|
Aaron Wealth Advisors
Chicago,
Illinois
|
$32.2M
|
+$1.44M
|
+20,064
|
+5%
|
|
|
25
|
Hapanowicz & Associates Financial Services
Pittsburgh,
Pennsylvania
|
$30.7M
|
+$738K
|
+10,260
|
+3%
|
|
