|
1
|
Bank of America
Charlotte,
North Carolina
|
$1.49B
|
-$30M
|
-403,866
|
-2%
|
|
|
2
|
|
$342M
|
+$9.28M
|
+125,011
|
+3%
|
|
|
3
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$287M
|
+$19.9M
|
+268,303
|
+8%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$176M
|
-$53.1K
|
-715
|
-0%
|
|
|
5
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$133M
|
-$3.1M
|
-41,795
|
-2%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$91M
|
-$4.97M
|
-66,989
|
-5%
|
|
|
7
|
Equitable Holdings
New York
|
$88.6M
|
+$6.35M
|
+85,562
|
+8%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$87.7M
|
+$805K
|
+10,834
|
+1%
|
|
|
9
|
|
$87.3M
|
+$515K
|
+6,929
|
+0.6%
|
|
|
10
|
Truist Financial
Charlotte,
North Carolina
|
$80.4M
|
-$4.23K
|
-57
|
-0%
|
|
|
11
|
Cambridge Associates
Boston,
Massachusetts
|
$75.2M
|
+$1.31M
|
+17,663
|
+2%
|
|
|
12
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$74M
|
+$5.81M
|
+78,295
|
+9%
|
|
|
13
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$70.5M
|
-$2.85M
|
-38,385
|
-4%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$62.1M
|
-$8.48M
|
-114,191
|
-13%
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$57.6M
|
+$6.23M
|
+83,844
|
+13%
|
|
|
16
|
Aaron Wealth Advisors
Chicago,
Illinois
|
$57.2M
|
+$929K
|
+12,515
|
+2%
|
|
|
17
|
WestHill Financial Advisors
San Rafael,
California
|
$54.7M
|
+$1.49M
|
+19,996
|
+3%
|
|
|
18
|
Adventist Health System West
Roseville,
California
|
$54.5M
|
–
|
–
|
–
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$53.9M
|
+$1.66M
|
+22,311
|
+3%
|
|
|
20
|
Raymond James & Associates
St Petersburg,
Florida
|
$52.6M
|
+$19.5M
|
+262,946
|
+65%
|
|
|
21
|
MML Investors Services
Springfield,
Massachusetts
|
$44.8M
|
+$12.2M
|
+164,801
|
+41%
|
|
|
22
|
|
$44.8M
|
+$12.1M
|
+163,353
|
+40%
|
|
|
23
|
Crestone Asset Management
Boulder,
Colorado
|
$42.9M
|
+$2.93M
|
+39,439
|
+8%
|
|
|
24
|
|
$42.2M
|
-$10.8M
|
-145,182
|
-21%
|
|
|
25
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$39.2M
|
+$18.8M
|
+253,604
|
+104%
|
|
