|
1
|
Bank of America
Charlotte,
North Carolina
|
$594M
|
-$34.1M
|
-388,148
|
-6%
|
|
|
2
|
Raymond James & Associates
St Petersburg,
Florida
|
$540M
|
+$25.4M
|
+289,387
|
+5%
|
|
|
3
|
|
$434M
|
-$68.5M
|
-778,777
|
-14%
|
|
|
4
|
Ameriprise
Minneapolis,
Minnesota
|
$227M
|
-$52.6M
|
-598,947
|
-19%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$190M
|
-$11.4M
|
-129,325
|
-6%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$187M
|
-$20.2M
|
-230,381
|
-10%
|
|
|
7
|
Joel Isaacson & Co
New York
|
$163M
|
+$142K
|
+1,618
|
+0.1%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$163M
|
-$7.87M
|
-89,527
|
-5%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$150M
|
-$3.88M
|
-44,146
|
-3%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$146M
|
-$8.03M
|
-91,410
|
-5%
|
|
|
11
|
Truist Financial
Charlotte,
North Carolina
|
$112M
|
-$8.38M
|
-95,332
|
-7%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$101M
|
-$5.36M
|
-61,031
|
-5%
|
|
|
13
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$84M
|
+$1.04M
|
+11,855
|
+1%
|
|
|
14
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$82.4M
|
-$912K
|
-10,376
|
-1%
|
|
|
15
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$79.1M
|
+$27.6M
|
+313,950
|
+57%
|
|
|
16
|
Destination Wealth Management
Walnut Creek,
California
|
$75.3M
|
+$2.61M
|
+29,696
|
+4%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$72.8M
|
-$17.7M
|
-201,415
|
-20%
|
|
|
18
|
1ST Source Bank
South Bend,
Indiana
|
$63.7M
|
+$4.29M
|
+48,836
|
+8%
|
|
|
19
|
Bank of New York Mellon
New York
|
$62.6M
|
+$9.17M
|
+104,328
|
+18%
|
|
|
20
|
Veritable
Wilmington,
Delaware
|
$62.3M
|
-$4.58M
|
-52,064
|
-7%
|
|
|
21
|
Capital Investment Advisors
Atlanta,
Georgia
|
$60.9M
|
-$33.2M
|
-378,005
|
-36%
|
|
|
22
|
|
$53.3M
|
-$36.1M
|
-410,254
|
-41%
|
|
|
23
|
MML Investors Services
Springfield,
Massachusetts
|
$42.1M
|
-$5.55M
|
-63,116
|
-12%
|
|
|
24
|
Linscomb Wealth
Houston,
Texas
|
$39.5M
|
+$1.29M
|
+14,685
|
+4%
|
|
|
25
|
Creative Planning
Overland Park,
Kansas
|
$38.7M
|
+$10.9M
|
+123,512
|
+41%
|
|
