|
1
|
Bank of America
Charlotte,
North Carolina
|
$774M
|
+$17.2M
|
+138,222
|
+2%
|
|
|
2
|
|
$670M
|
+$322K
|
+2,586
|
+0%
|
|
|
3
|
Raymond James & Associates
St Petersburg,
Florida
|
$329M
|
+$14.4M
|
+116,024
|
+5%
|
|
|
4
|
Ameriprise
Minneapolis,
Minnesota
|
$321M
|
+$2.35M
|
+18,917
|
+0.8%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$310M
|
+$12.8M
|
+102,556
|
+4%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$263M
|
+$7.09M
|
+56,996
|
+3%
|
|
|
7
|
Joel Isaacson & Co
New York
|
$257M
|
+$3.47M
|
+27,885
|
+1%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$221M
|
-$4.95M
|
-39,797
|
-2%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$219M
|
+$2.22M
|
+17,878
|
+1%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$205M
|
-$3.93M
|
-31,548
|
-2%
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$205M
|
+$10.8M
|
+86,612
|
+6%
|
|
|
12
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$168M
|
+$46.5M
|
+373,990
|
+40%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$154M
|
+$6.74M
|
+54,186
|
+5%
|
|
|
14
|
Truist Financial
Charlotte,
North Carolina
|
$142M
|
+$4.26M
|
+34,230
|
+3%
|
|
|
15
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$124M
|
+$623K
|
+5,007
|
+0.5%
|
|
|
16
|
1ST Source Bank
South Bend,
Indiana
|
$112M
|
+$1.57M
|
+12,611
|
+1%
|
|
|
17
|
Bank of New York Mellon
New York
|
$104M
|
+$2.08M
|
+16,707
|
+2%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$99.8M
|
-$723K
|
-5,813
|
-0.7%
|
|
|
19
|
Destination Wealth Management
Walnut Creek,
California
|
$93.3M
|
-$8.27M
|
-66,476
|
-8%
|
|
|
20
|
Veritable
Wilmington,
Delaware
|
$91.1M
|
+$599K
|
+4,816
|
+0.7%
|
|
|
21
|
Capital Investment Advisors
Atlanta,
Georgia
|
$76M
|
-$899K
|
-7,223
|
-1%
|
|
|
22
|
HighTower Advisors
Chicago,
Illinois
|
$72.8M
|
+$4.22M
|
+33,950
|
+6%
|
|
|
23
|
MML Investors Services
Springfield,
Massachusetts
|
$67.9M
|
+$4.83M
|
+38,795
|
+8%
|
|
|
24
|
3EDGE Asset Management
Naples,
Florida
|
$67.8M
|
+$65.3M
|
+525,047
|
New
|
|
|
25
|
Creative Planning
Overland Park,
Kansas
|
$58.8M
|
-$1.73M
|
-13,867
|
-3%
|
|
