|
1
|
Bank of America
Charlotte,
North Carolina
|
$1.35B
|
+$333M
|
+4,615,766
|
+33%
|
|
|
2
|
Balentine LLC
Atlanta,
Georgia
|
$1.08B
|
-$96.5M
|
-1,339,484
|
-8%
|
|
|
3
|
TIAA FSB
Jacksonville,
Florida
|
$328M
|
-$71.7M
|
-994,643
|
-18%
|
|
|
4
|
|
$202M
|
+$8.73M
|
+121,216
|
+5%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$182M
|
+$17.2M
|
+238,388
|
+11%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$141M
|
-$5.03M
|
-69,868
|
-3%
|
|
|
7
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$121M
|
-$5.5M
|
-76,293
|
-4%
|
|
|
8
|
Truist Financial
Charlotte,
North Carolina
|
$109M
|
-$12.1M
|
-168,317
|
-10%
|
|
|
9
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$78.8M
|
+$4.51M
|
+62,554
|
+6%
|
|
|
10
|
Equitable Holdings
New York
|
$76.7M
|
+$549K
|
+7,621
|
+0.7%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$70.3M
|
+$4.37M
|
+60,626
|
+7%
|
|
|
12
|
Crestone Asset Management
Boulder,
Colorado
|
$68.2M
|
+$4.87M
|
+67,664
|
+8%
|
|
|
13
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$63.4M
|
-$1.9M
|
-26,412
|
-3%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$60.8M
|
+$4.73M
|
+65,676
|
+9%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$59.2M
|
-$2.77M
|
-38,400
|
-5%
|
|
|
16
|
Pegasus Partners
Mequon,
Wisconsin
|
$53.9M
|
-$2.77M
|
-38,467
|
-5%
|
|
|
17
|
Allworth Financial
Folsom,
California
|
$53.5M
|
+$1.66M
|
+23,061
|
+3%
|
|
|
18
|
Adventist Health System West
Roseville,
California
|
$50.4M
|
+$49.9M
|
+692,800
|
New
|
|
|
19
|
|
$48.3M
|
+$5.3M
|
+73,612
|
+12%
|
|
|
20
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$46.5M
|
+$926K
|
+12,854
|
+2%
|
|
|
21
|
WestHill Financial Advisors
San Rafael,
California
|
$44.9M
|
+$1.55M
|
+21,487
|
+4%
|
|
|
22
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$44.1M
|
+$3.68M
|
+51,100
|
+9%
|
|
|
23
|
Red Cedar Investment Management
Grand Rapids,
Michigan
|
$36.4M
|
-$10.5M
|
-146,190
|
-23%
|
|
|
24
|
Aaron Wealth Advisors
Chicago,
Illinois
|
$33.8M
|
+$1.96M
|
+27,205
|
+6%
|
|
|
25
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$31M
|
+$20.4M
|
+282,622
|
+197%
|
|
