|
1
|
Bank of America
Charlotte,
North Carolina
|
$1.17B
|
-$15.3M
|
-125,059
|
-1%
|
|
|
2
|
|
$679M
|
-$1.5M
|
-12,243
|
-0.2%
|
|
|
3
|
Ameriprise
Minneapolis,
Minnesota
|
$430M
|
-$5.32M
|
-43,519
|
-1%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$401M
|
-$14.5M
|
-119,013
|
-4%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$323M
|
-$7.67M
|
-62,811
|
-2%
|
|
|
6
|
Joel Isaacson & Co
New York
|
$286M
|
+$6.61M
|
+54,120
|
+2%
|
|
|
7
|
Raymond James & Associates
St Petersburg,
Florida
|
$285M
|
-$27.8M
|
-227,471
|
-9%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$268M
|
-$19.8M
|
-161,974
|
-7%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$255M
|
-$6.71M
|
-54,944
|
-3%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$230M
|
-$16.6M
|
-135,888
|
-7%
|
|
|
11
|
Richard Bernstein Advisors
New York
|
$192M
|
+$2.8M
|
+22,885
|
+1%
|
|
|
12
|
Bank of New York Mellon
New York
|
$173M
|
-$3.39M
|
-27,736
|
-2%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$165M
|
-$5.39M
|
-44,149
|
-3%
|
|
|
14
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$163M
|
+$4.1M
|
+33,573
|
+3%
|
|
|
15
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$153M
|
-$18.7M
|
-153,385
|
-11%
|
|
|
16
|
Truist Financial
Charlotte,
North Carolina
|
$147M
|
+$1.67M
|
+13,679
|
+1%
|
|
|
17
|
Houlihan Financial Resource Group
Ashburn,
Virginia
|
$145M
|
+$140M
|
+1,144,098
|
+2,734%
|
|
|
18
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$133M
|
+$928K
|
+7,596
|
+0.7%
|
|
|
19
|
1ST Source Bank
South Bend,
Indiana
|
$111M
|
-$3.89M
|
-31,844
|
-3%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$107M
|
-$605K
|
-4,952
|
-0.6%
|
|
|
21
|
Veritable
Wilmington,
Delaware
|
$95.6M
|
+$4.46M
|
+36,496
|
+5%
|
|
|
22
|
Destination Wealth Management
Walnut Creek,
California
|
$83.6M
|
-$95K
|
-778
|
-0.1%
|
|
|
23
|
MAI Capital Management
Independence,
Ohio
|
$78M
|
+$137K
|
+1,120
|
+0.2%
|
|
|
24
|
HighTower Advisors
Chicago,
Illinois
|
$72.5M
|
-$7.43M
|
-60,858
|
-9%
|
|
|
25
|
Vanguard Group
Malvern,
Pennsylvania
|
$63.1M
|
–
|
–
|
–
|
|
