|
1
|
Bank of America
Charlotte,
North Carolina
|
$551M
|
-$52M
|
-527,496
|
-7%
|
|
|
2
|
Raymond James & Associates
St Petersburg,
Florida
|
$450M
|
+$5.2M
|
+52,700
|
+0.9%
|
|
|
3
|
|
$443M
|
+$16.6M
|
+167,872
|
+3%
|
|
|
4
|
Ameriprise
Minneapolis,
Minnesota
|
$248M
|
-$41.9M
|
-425,286
|
-12%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$183M
|
-$53.6M
|
-543,887
|
-19%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$177M
|
-$17.5M
|
-177,411
|
-7%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$150M
|
-$25.2M
|
-255,115
|
-12%
|
|
|
8
|
Joel Isaacson & Co
New York
|
$143M
|
-$11.4M
|
-115,117
|
-6%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$136M
|
+$297K
|
+3,012
|
+0.2%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$135M
|
-$4.07M
|
-41,308
|
-2%
|
|
|
11
|
Truist Financial
Charlotte,
North Carolina
|
$106M
|
-$21.7M
|
-220,043
|
-14%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$93.2M
|
-$17.2M
|
-174,803
|
-13%
|
|
|
13
|
Capital Investment Advisors
Atlanta,
Georgia
|
$83.5M
|
-$5.73M
|
-58,070
|
-5%
|
|
|
14
|
|
$79.5M
|
-$5.63M
|
-57,090
|
-5%
|
|
|
15
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$73M
|
-$19.2M
|
-194,541
|
-18%
|
|
|
16
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$72.6M
|
+$315K
|
+3,195
|
+0.4%
|
|
|
17
|
Jones Financial Companies
Des Peres,
Missouri
|
$67.3M
|
+$6.5M
|
+65,933
|
+8%
|
|
|
18
|
Destination Wealth Management
Walnut Creek,
California
|
$63.5M
|
+$2.5M
|
+25,332
|
+3%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$61.8M
|
+$98.6M
|
+1,000,038
|
New
|
|
|
20
|
Veritable
Wilmington,
Delaware
|
$58.7M
|
-$335K
|
-3,394
|
-0.5%
|
|
|
21
|
1ST Source Bank
South Bend,
Indiana
|
$51.9M
|
+$1.1M
|
+11,132
|
+2%
|
|
|
22
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$47.9M
|
-$1.46M
|
-14,822
|
-2%
|
|
|
23
|
Bank of New York Mellon
New York
|
$46.5M
|
+$15.9M
|
+161,323
|
+38%
|
|
|
24
|
Van Lanschot Kempen Investment Management
Amsterdam,
Netherlands
|
$46.2M
|
–
|
–
|
–
|
|
|
25
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$44.2M
|
+$9.14M
|
+92,712
|
+20%
|
|
