|
1
|
Bank of America
Charlotte,
North Carolina
|
$935M
|
+$165M
|
+1,307,617
|
+22%
|
|
|
2
|
|
$724M
|
+$58.4M
|
+462,186
|
+9%
|
|
|
3
|
Raymond James & Associates
St Petersburg,
Florida
|
$326M
|
-$336K
|
-2,662
|
-0.1%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$323M
|
+$15.7M
|
+123,931
|
+5%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$272M
|
+$10.6M
|
+83,983
|
+4%
|
|
|
6
|
Joel Isaacson & Co
New York
|
$259M
|
+$2.35M
|
+18,559
|
+0.9%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$247M
|
+$42.7M
|
+337,723
|
+21%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$243M
|
-$74.3M
|
-587,499
|
-24%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$239M
|
+$19.6M
|
+154,885
|
+9%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$222M
|
+$4.91M
|
+38,867
|
+2%
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$170M
|
-$33.2M
|
-262,609
|
-17%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$163M
|
+$10.3M
|
+81,630
|
+7%
|
|
|
13
|
Truist Financial
Charlotte,
North Carolina
|
$137M
|
-$4.22M
|
-33,396
|
-3%
|
|
|
14
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$130M
|
-$35.9M
|
-284,437
|
-22%
|
|
|
15
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$126M
|
+$3.27M
|
+25,893
|
+3%
|
|
|
16
|
1ST Source Bank
South Bend,
Indiana
|
$119M
|
+$7.92M
|
+62,671
|
+7%
|
|
|
17
|
Bank of New York Mellon
New York
|
$112M
|
+$8.08M
|
+63,944
|
+8%
|
|
|
18
|
Destination Wealth Management
Walnut Creek,
California
|
$93M
|
+$436K
|
+3,452
|
+0.5%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$92.9M
|
+$6.89M
|
+54,513
|
+7%
|
|
|
20
|
Veritable
Wilmington,
Delaware
|
$91.3M
|
+$858K
|
+6,788
|
+1%
|
|
|
21
|
Richard Bernstein Advisors
New York
|
$88.6M
|
+$87.8M
|
+694,839
|
New
|
|
|
22
|
Capital Investment Advisors
Atlanta,
Georgia
|
$74.7M
|
-$703K
|
-5,566
|
-0.9%
|
|
|
23
|
MML Investors Services
Springfield,
Massachusetts
|
$73.7M
|
+$6.2M
|
+49,058
|
+9%
|
|
|
24
|
HighTower Advisors
Chicago,
Illinois
|
$72.3M
|
+$50.7K
|
+401
|
+0.1%
|
|
|
25
|
3EDGE Asset Management
Naples,
Florida
|
$68.8M
|
+$1.49M
|
+11,823
|
+2%
|
|
