|
1
|
Bank of America
Charlotte,
North Carolina
|
$1.05B
|
-$257M
|
-3,788,212
|
-19%
|
|
|
2
|
TIAA FSB
Jacksonville,
Florida
|
$215M
|
-$5M
|
-73,748
|
-2%
|
|
|
3
|
|
$192M
|
-$31.2M
|
-460,989
|
-14%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$151M
|
-$9.41M
|
-138,935
|
-6%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$145M
|
-$3.81M
|
-56,180
|
-3%
|
|
|
6
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$112M
|
+$3.88M
|
+57,307
|
+4%
|
|
|
7
|
Balentine LLC
Atlanta,
Georgia
|
$109M
|
-$64.1M
|
-945,469
|
-37%
|
|
|
8
|
SageView Advisory Group
Newport Beach,
California
|
$107M
|
+$32.2M
|
+475,712
|
+42%
|
|
|
9
|
|
$105M
|
+$105M
|
+1,556,066
|
+12,614%
|
|
|
10
|
Truist Financial
Charlotte,
North Carolina
|
$77.7M
|
-$3.21M
|
-47,441
|
-4%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$77.1M
|
-$1.76M
|
-26,000
|
-2%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$61.6M
|
-$1.5M
|
-22,115
|
-2%
|
|
|
13
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$61M
|
-$1M
|
-14,791
|
-2%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$54.8M
|
+$4.83M
|
+71,317
|
+10%
|
|
|
15
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$53.2M
|
+$51.9M
|
+765,822
|
+2,564%
|
|
|
16
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$49.3M
|
+$1.34M
|
+19,799
|
+3%
|
|
|
17
|
Equitable Holdings
New York
|
$49.2M
|
-$492K
|
-7,256
|
-1%
|
|
|
18
|
Allworth Financial
Folsom,
California
|
$48.6M
|
+$1.5M
|
+22,151
|
+3%
|
|
|
19
|
Adventist Health System West
Roseville,
California
|
$46.3M
|
–
|
–
|
–
|
|
|
20
|
WestHill Financial Advisors
San Rafael,
California
|
$42.9M
|
+$424K
|
+6,258
|
+1%
|
|
|
21
|
Aaron Wealth Advisors
Chicago,
Illinois
|
$42.1M
|
-$4.95M
|
-73,003
|
-10%
|
|
|
22
|
|
$38.2M
|
+$1.55M
|
+22,950
|
+4%
|
|
|
23
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$38.1M
|
-$11.8M
|
-173,475
|
-23%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$37.7M
|
-$11.4M
|
-167,910
|
-23%
|
|
|
25
|
Crestone Asset Management
Boulder,
Colorado
|
$33M
|
-$3.35M
|
-49,440
|
-9%
|
|
