|
1
|
Raymond James & Associates
St Petersburg,
Florida
|
$557M
|
+$9.36M
|
+99,231
|
+2%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$556M
|
-$46.3M
|
-491,359
|
-8%
|
|
|
3
|
|
$437M
|
-$3.3M
|
-34,950
|
-0.7%
|
|
|
4
|
Ameriprise
Minneapolis,
Minnesota
|
$218M
|
-$16.2M
|
-171,432
|
-7%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$186M
|
-$4.12M
|
-43,734
|
-2%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$177M
|
-$15.4M
|
-162,874
|
-8%
|
|
|
7
|
Joel Isaacson & Co
New York
|
$165M
|
-$468K
|
-4,964
|
-0.3%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$164M
|
+$15.9M
|
+168,831
|
+11%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$156M
|
-$9.01M
|
-95,551
|
-5%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$146M
|
-$6M
|
-63,625
|
-4%
|
|
|
11
|
Truist Financial
Charlotte,
North Carolina
|
$105M
|
-$8.28M
|
-87,761
|
-7%
|
|
|
12
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$104M
|
+$21M
|
+222,871
|
+25%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$98.9M
|
-$3.41M
|
-36,124
|
-3%
|
|
|
14
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$81.4M
|
+$1.28M
|
+13,549
|
+2%
|
|
|
15
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$81.2M
|
-$3.92M
|
-41,536
|
-5%
|
|
|
16
|
Destination Wealth Management
Walnut Creek,
California
|
$78.2M
|
+$1.98M
|
+21,035
|
+3%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$77.3M
|
+$3.67M
|
+38,904
|
+5%
|
|
|
18
|
Bank of New York Mellon
New York
|
$66.8M
|
+$3.44M
|
+36,492
|
+5%
|
|
|
19
|
1ST Source Bank
South Bend,
Indiana
|
$64.6M
|
+$66.4K
|
+704
|
+0.1%
|
|
|
20
|
Veritable
Wilmington,
Delaware
|
$63.6M
|
+$575K
|
+6,097
|
+0.9%
|
|
|
21
|
Capital Investment Advisors
Atlanta,
Georgia
|
$59M
|
-$2.7M
|
-28,594
|
-4%
|
|
|
22
|
Creative Planning
Overland Park,
Kansas
|
$47.8M
|
+$8.77M
|
+92,977
|
+22%
|
|
|
23
|
MML Investors Services
Springfield,
Massachusetts
|
$42.7M
|
+$660
|
+7
|
+0%
|
|
|
24
|
Linscomb Wealth
Houston,
Texas
|
$39.9M
|
-$74.7K
|
-792
|
-0.2%
|
|
|
25
|
|
$35.7M
|
-$18.7M
|
-198,048
|
-34%
|
|
