|
1
|
Bank of America
Charlotte,
North Carolina
|
$1.3B
|
-$79.6M
|
-1,212,588
|
-6%
|
|
|
2
|
|
$222M
|
+$26M
|
+395,351
|
+13%
|
|
|
3
|
TIAA FSB
Jacksonville,
Florida
|
$220M
|
+$77.5K
|
+1,180
|
+0%
|
|
|
4
|
Balentine LLC
Atlanta,
Georgia
|
$171M
|
+$366K
|
+5,573
|
+0.2%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$160M
|
+$5.89M
|
+89,653
|
+4%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$148M
|
+$26.5M
|
+403,214
|
+22%
|
|
|
7
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$108M
|
-$336K
|
-5,121
|
-0.3%
|
|
|
8
|
Truist Financial
Charlotte,
North Carolina
|
$80.6M
|
+$1.53M
|
+23,279
|
+2%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$78.6M
|
+$4.31M
|
+65,669
|
+6%
|
|
|
10
|
SageView Advisory Group
Newport Beach,
California
|
$74.6M
|
+$73.5M
|
+1,119,887
|
New
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$62.8M
|
+$7.28M
|
+110,890
|
+13%
|
|
|
12
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$61.8M
|
-$3.06M
|
-46,566
|
-5%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$49.9M
|
+$7.76M
|
+118,189
|
+19%
|
|
|
14
|
Equitable Holdings
New York
|
$49.5M
|
-$1.04M
|
-15,863
|
-2%
|
|
|
15
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$49.5M
|
+$4.14M
|
+63,100
|
+9%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$48.8M
|
-$368K
|
-5,604
|
-0.8%
|
|
|
17
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$47.8M
|
+$1.99M
|
+30,277
|
+4%
|
|
|
18
|
Allworth Financial
Folsom,
California
|
$47M
|
+$1.7M
|
+25,820
|
+4%
|
|
|
19
|
Aaron Wealth Advisors
Chicago,
Illinois
|
$46.8M
|
+$212K
|
+3,230
|
+0.5%
|
|
|
20
|
Adventist Health System West
Roseville,
California
|
$46.1M
|
–
|
–
|
–
|
|
|
21
|
WestHill Financial Advisors
San Rafael,
California
|
$42.3M
|
-$236K
|
-3,600
|
-0.6%
|
|
|
22
|
|
$36.6M
|
-$15.3M
|
-233,045
|
-30%
|
|
|
23
|
Crestone Asset Management
Boulder,
Colorado
|
$36.2M
|
-$5.71M
|
-87,003
|
-14%
|
|
|
24
|
Pathstone Family Office
Englewood,
New Jersey
|
$33.4M
|
+$30.3M
|
+461,710
|
+4,098%
|
|
|
25
|
Verdence Capital Advisors
Hunt Valley,
Maryland
|
$33.3M
|
+$24.4M
|
+372,139
|
+289%
|
|
