|
1
|
Bank of America
Charlotte,
North Carolina
|
$1.05B
|
-$52.6M
|
-431,333
|
-5%
|
|
|
2
|
|
$605M
|
-$34M
|
-278,722
|
-5%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$369M
|
-$7.42M
|
-60,800
|
-2%
|
|
|
4
|
Ameriprise
Minneapolis,
Minnesota
|
$350M
|
-$57M
|
-467,185
|
-13%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$304M
|
+$1.31M
|
+10,757
|
+0.4%
|
|
|
6
|
Joel Isaacson & Co
New York
|
$273M
|
+$4.35M
|
+35,608
|
+2%
|
|
|
7
|
Raymond James & Associates
St Petersburg,
Florida
|
$264M
|
-$3.52M
|
-28,832
|
-1%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$239M
|
-$13.5M
|
-110,771
|
-5%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$222M
|
-$18.4M
|
-150,748
|
-7%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$206M
|
-$10.6M
|
-86,527
|
-5%
|
|
|
11
|
Richard Bernstein Advisors
New York
|
$173M
|
-$6.85M
|
-56,102
|
-4%
|
|
|
12
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$170M
|
+$28.2M
|
+231,382
|
+19%
|
|
|
13
|
Bank of New York Mellon
New York
|
$153M
|
-$9.59M
|
-78,562
|
-6%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$147M
|
-$8.62M
|
-70,661
|
-5%
|
|
|
15
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$129M
|
-$25.8M
|
-211,447
|
-16%
|
|
|
16
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$128M
|
+$3.21M
|
+26,304
|
+2%
|
|
|
17
|
Truist Financial
Charlotte,
North Carolina
|
$128M
|
-$11.2M
|
-91,822
|
-8%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$107M
|
+$6.23M
|
+51,058
|
+6%
|
|
|
19
|
1ST Source Bank
South Bend,
Indiana
|
$101M
|
-$3.41M
|
-27,910
|
-3%
|
|
|
20
|
Pathstone Family Office
Englewood,
New Jersey
|
$92.2M
|
+$95.7M
|
+783,682
|
+4,324%
|
|
|
21
|
Destination Wealth Management
Walnut Creek,
California
|
$80.6M
|
+$2.29M
|
+18,771
|
+3%
|
|
|
22
|
Capital Investment Advisors
Atlanta,
Georgia
|
$68M
|
+$72.1M
|
+590,921
|
New
|
|
|
23
|
HighTower Advisors
Chicago,
Illinois
|
$66.5M
|
-$1.67M
|
-13,663
|
-2%
|
|
|
24
|
MAI Capital Management
Independence,
Ohio
|
$65.2M
|
-$8.44M
|
-69,161
|
-11%
|
|
|
25
|
Creative Planning
Overland Park,
Kansas
|
$60.5M
|
+$8.15M
|
+66,745
|
+15%
|
|
