|
1
|
Bank of America
Charlotte,
North Carolina
|
$717M
|
+$3.33M
|
+26,958
|
+0.5%
|
|
|
2
|
|
$611M
|
+$16.3M
|
+131,844
|
+3%
|
|
|
3
|
Ameriprise
Minneapolis,
Minnesota
|
$320M
|
-$14.7M
|
-119,244
|
-4%
|
|
|
4
|
Raymond James & Associates
St Petersburg,
Florida
|
$301M
|
+$6.3M
|
+50,970
|
+2%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$245M
|
-$3.51M
|
-28,412
|
-1%
|
|
|
6
|
Joel Isaacson & Co
New York
|
$232M
|
+$6.24M
|
+50,495
|
+3%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$231M
|
+$14.4M
|
+116,430
|
+7%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$224M
|
+$14.2M
|
+114,847
|
+7%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$223M
|
-$9.08M
|
-73,441
|
-4%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$206M
|
+$1.17M
|
+9,462
|
+0.6%
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$171M
|
-$24.7M
|
-199,824
|
-13%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$137M
|
+$5.4M
|
+43,734
|
+4%
|
|
|
13
|
Truist Financial
Charlotte,
North Carolina
|
$129M
|
-$704K
|
-5,700
|
-0.5%
|
|
|
14
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$114M
|
+$1.77M
|
+14,338
|
+2%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$104M
|
+$10.8M
|
+87,527
|
+12%
|
|
|
16
|
1ST Source Bank
South Bend,
Indiana
|
$99.6M
|
+$4.33M
|
+35,038
|
+4%
|
|
|
17
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$95.9M
|
+$8.24M
|
+66,681
|
+9%
|
|
|
18
|
Destination Wealth Management
Walnut Creek,
California
|
$95.7M
|
-$3.86M
|
-31,199
|
-4%
|
|
|
19
|
Bank of New York Mellon
New York
|
$94.7M
|
+$1.17M
|
+9,490
|
+1%
|
|
|
20
|
Veritable
Wilmington,
Delaware
|
$83.8M
|
+$837K
|
+6,770
|
+1%
|
|
|
21
|
AssetMark Inc
Concord,
California
|
$83.1M
|
+$84M
|
+679,708
|
+629,359%
|
|
|
22
|
Capital Investment Advisors
Atlanta,
Georgia
|
$74.3M
|
-$206K
|
-1,668
|
-0.3%
|
|
|
23
|
HighTower Advisors
Chicago,
Illinois
|
$61.9M
|
+$2.21M
|
+17,887
|
+4%
|
|
|
24
|
MML Investors Services
Springfield,
Massachusetts
|
$57.8M
|
+$4.23M
|
+34,229
|
+8%
|
|
|
25
|
Creative Planning
Overland Park,
Kansas
|
$57.7M
|
-$2.03M
|
-16,450
|
-3%
|
|
