|
1
|
CM Wealth Advisors
Beachwood,
Ohio
|
$5.09B
|
–
|
–
|
–
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$3.27B
|
+$84.8M
|
+569,617
|
+2%
|
|
|
3
|
|
$1.5B
|
+$12.9M
|
+86,750
|
+0.8%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$1.36B
|
+$52.7M
|
+353,948
|
+4%
|
|
|
5
|
Vanguard Group
Malvern,
Pennsylvania
|
$995M
|
+$13.5M
|
+90,733
|
+1%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$810M
|
+$26.8M
|
+180,247
|
+3%
|
|
|
7
|
Wealthfront Advisers
Palo Alto,
California
|
$747M
|
-$55.4M
|
-371,989
|
-6%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$658M
|
+$6.52M
|
+43,793
|
+0.9%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$482M
|
+$27.5M
|
+184,924
|
+5%
|
|
|
10
|
HB Wealth Management
Atlanta,
Georgia
|
$463M
|
+$6.72M
|
+45,191
|
+1%
|
|
|
11
|
|
$431M
|
+$3.11M
|
+20,929
|
+0.7%
|
|
|
12
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$383M
|
+$16.1M
|
+108,518
|
+4%
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$320M
|
+$5.76M
|
+38,723
|
+2%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$309M
|
+$9.55M
|
+64,208
|
+3%
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$306M
|
-$3.8M
|
-25,534
|
-1%
|
|
|
16
|
Bank of New York Mellon
New York
|
$281M
|
-$2.88M
|
-19,386
|
-0.9%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$248M
|
-$7.68M
|
-51,601
|
-3%
|
|
|
18
|
Charles Schwab
San Francisco,
California
|
$243M
|
+$2.02M
|
+13,577
|
+0.8%
|
|
|
19
|
Raymond James & Associates
St Petersburg,
Florida
|
$240M
|
+$4.14M
|
+27,788
|
+2%
|
|
|
20
|
HighTower Advisors
Chicago,
Illinois
|
$240M
|
+$9.2M
|
+61,794
|
+4%
|
|
|
21
|
Truist Financial
Charlotte,
North Carolina
|
$224M
|
+$3.69M
|
+24,824
|
+2%
|
|
|
22
|
SignatureFD
Atlanta,
Georgia
|
$222M
|
+$2.74M
|
+18,393
|
+1%
|
|
|
23
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$204M
|
+$10.3M
|
+69,456
|
+5%
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$203M
|
-$7.33M
|
-49,278
|
-3%
|
|
|
25
|
Aspiriant LLC
Los Angeles,
California
|
$181M
|
+$42.4M
|
+285,220
|
+27%
|
|
