|
1
|
Bank of America
Charlotte,
North Carolina
|
$1.17B
|
-$3.45M
|
-50,275
|
-0.3%
|
|
|
2
|
Balentine LLC
Atlanta,
Georgia
|
$223M
|
-$774M
|
-11,266,804
|
-76%
|
|
|
3
|
TIAA FSB
Jacksonville,
Florida
|
$214M
|
-$79.9M
|
-1,162,790
|
-26%
|
|
|
4
|
|
$171M
|
-$5.49M
|
-79,943
|
-3%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$146M
|
-$14.3M
|
-207,602
|
-8%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$120M
|
-$3.29M
|
-47,918
|
-2%
|
|
|
7
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$105M
|
-$561K
|
-8,173
|
-0.5%
|
|
|
8
|
Truist Financial
Charlotte,
North Carolina
|
$82.7M
|
-$13.1M
|
-191,241
|
-13%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$65.1M
|
+$13M
|
+188,860
|
+23%
|
|
|
10
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$63M
|
-$6.28M
|
-91,448
|
-8%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$60.7M
|
-$742K
|
-10,800
|
-1%
|
|
|
12
|
Equitable Holdings
New York
|
$59.1M
|
-$8.44M
|
-122,818
|
-12%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$50.9M
|
-$867K
|
-12,618
|
-2%
|
|
|
14
|
Crestone Asset Management
Boulder,
Colorado
|
$50.4M
|
-$9.86M
|
-143,501
|
-15%
|
|
|
15
|
Allworth Financial
Folsom,
California
|
$47.1M
|
+$386K
|
+5,618
|
+0.8%
|
|
|
16
|
Adventist Health System West
Roseville,
California
|
$44M
|
–
|
–
|
–
|
|
|
17
|
|
$42.9M
|
+$854K
|
+12,426
|
+2%
|
|
|
18
|
WestHill Financial Advisors
San Rafael,
California
|
$40.3M
|
+$1.13M
|
+16,519
|
+3%
|
|
|
19
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$40M
|
+$1.05M
|
+15,303
|
+3%
|
|
|
20
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$39.6M
|
-$1.04M
|
-15,124
|
-2%
|
|
|
21
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$33.8M
|
+$14.5M
|
+210,777
|
+66%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$32.8M
|
+$6.54M
|
+95,236
|
+23%
|
|
|
23
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$32M
|
-$25.2M
|
-367,464
|
-42%
|
|
|
24
|
Red Cedar Investment Management
Grand Rapids,
Michigan
|
$31.7M
|
-$64.9K
|
-945
|
-0.2%
|
|
|
25
|
Pegasus Partners
Mequon,
Wisconsin
|
$31.7M
|
-$16.7M
|
-242,548
|
-33%
|
|
