|
1
|
Bank of America
Charlotte,
North Carolina
|
$688M
|
-$1.02M
|
-8,290
|
-0.1%
|
|
|
2
|
|
$610M
|
+$23.7M
|
+193,191
|
+4%
|
|
|
3
|
Ameriprise
Minneapolis,
Minnesota
|
$291M
|
-$14M
|
-114,232
|
-4%
|
|
|
4
|
Raymond James & Associates
St Petersburg,
Florida
|
$285M
|
-$4.12M
|
-33,661
|
-1%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$270M
|
+$49.5M
|
+403,831
|
+21%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$233M
|
-$2.71M
|
-22,091
|
-1%
|
|
|
7
|
Joel Isaacson & Co
New York
|
$230M
|
+$8.13M
|
+66,351
|
+4%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$206M
|
-$9.57M
|
-78,174
|
-4%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$197M
|
-$337K
|
-2,750
|
-0.2%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$190M
|
-$26.1M
|
-213,478
|
-12%
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$176M
|
+$12.8M
|
+104,730
|
+8%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$134M
|
+$2.19M
|
+17,849
|
+2%
|
|
|
13
|
Truist Financial
Charlotte,
North Carolina
|
$126M
|
+$2.04M
|
+16,623
|
+2%
|
|
|
14
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$112M
|
+$2.23M
|
+18,234
|
+2%
|
|
|
15
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$109M
|
+$17.7M
|
+144,488
|
+18%
|
|
|
16
|
1ST Source Bank
South Bend,
Indiana
|
$100M
|
+$4.93M
|
+40,292
|
+5%
|
|
|
17
|
Bank of New York Mellon
New York
|
$93.1M
|
+$2.16M
|
+17,633
|
+2%
|
|
|
18
|
Destination Wealth Management
Walnut Creek,
California
|
$92.7M
|
+$745K
|
+6,084
|
+0.8%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$91.7M
|
-$8.52M
|
-69,567
|
-8%
|
|
|
20
|
Veritable
Wilmington,
Delaware
|
$82.4M
|
+$1.88M
|
+15,317
|
+2%
|
|
|
21
|
Capital Investment Advisors
Atlanta,
Georgia
|
$70.1M
|
-$1.44M
|
-11,776
|
-2%
|
|
|
22
|
HighTower Advisors
Chicago,
Illinois
|
$62.3M
|
+$2.89M
|
+23,572
|
+5%
|
|
|
23
|
MML Investors Services
Springfield,
Massachusetts
|
$57.3M
|
+$1.76M
|
+14,370
|
+3%
|
|
|
24
|
Creative Planning
Overland Park,
Kansas
|
$55.1M
|
-$373K
|
-3,046
|
-0.6%
|
|
|
25
|
Linscomb Wealth
Houston,
Texas
|
$46.4M
|
-$453K
|
-3,695
|
-0.9%
|
|
