|
1
|
Bank of America
Charlotte,
North Carolina
|
$1.24B
|
+$156M
|
+2,362,342
|
+13%
|
|
|
2
|
TIAA FSB
Jacksonville,
Florida
|
$197M
|
-$4.31M
|
-65,449
|
-2%
|
|
|
3
|
|
$175M
|
+$15.8M
|
+240,152
|
+9%
|
|
|
4
|
Balentine LLC
Atlanta,
Georgia
|
$153M
|
-$62.3M
|
-945,925
|
-27%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$138M
|
+$1.37M
|
+20,765
|
+0.9%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$109M
|
-$3.99M
|
-60,555
|
-3%
|
|
|
7
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$97.2M
|
-$1.26M
|
-19,086
|
-1%
|
|
|
8
|
Truist Financial
Charlotte,
North Carolina
|
$70.9M
|
-$7.43M
|
-112,763
|
-9%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$66.5M
|
+$10.5M
|
+159,273
|
+17%
|
|
|
10
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$58.2M
|
-$1.08M
|
-16,422
|
-2%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$49.7M
|
+$2.15M
|
+32,660
|
+4%
|
|
|
12
|
|
$46.7M
|
+$7.03M
|
+106,718
|
+16%
|
|
|
13
|
Equitable Holdings
New York
|
$45.3M
|
-$11.2M
|
-170,480
|
-18%
|
|
|
14
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$44.1M
|
+$4.59M
|
+69,700
|
+11%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$44.1M
|
-$18.8M
|
-285,313
|
-28%
|
|
|
16
|
Aaron Wealth Advisors
Chicago,
Illinois
|
$41.8M
|
+$18.3M
|
+277,181
|
+66%
|
|
|
17
|
Adventist Health System West
Roseville,
California
|
$41.4M
|
–
|
–
|
–
|
|
|
18
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$41M
|
+$4.26M
|
+64,636
|
+10%
|
|
|
19
|
Allworth Financial
Folsom,
California
|
$40.6M
|
-$4M
|
-60,756
|
-8%
|
|
|
20
|
WestHill Financial Advisors
San Rafael,
California
|
$38.2M
|
+$378K
|
+5,736
|
+0.9%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$37.6M
|
+$7.55M
|
+114,607
|
+22%
|
|
|
22
|
Crestone Asset Management
Boulder,
Colorado
|
$37.6M
|
-$10.7M
|
-163,080
|
-21%
|
|
|
23
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$30.3M
|
-$1.58M
|
-23,952
|
-5%
|
|
|
24
|
Red Cedar Investment Management
Grand Rapids,
Michigan
|
$29.8M
|
+$39.9K
|
+606
|
+0.1%
|
|
|
25
|
Hapanowicz & Associates Financial Services
Pittsburgh,
Pennsylvania
|
$27.6M
|
+$1.55M
|
+23,539
|
+5%
|
|
