|
1
|
TIAA FSB
Jacksonville,
Florida
|
$375M
|
+$59.8M
|
+1,349,288
|
+16%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$187M
|
-$22.3M
|
-503,392
|
-9%
|
|
|
3
|
VOYA Investment Management
Atlanta,
Georgia
|
$161M
|
-$16.8M
|
-378,912
|
-8%
|
|
|
4
|
|
$103M
|
+$43.8M
|
+987,916
|
+59%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$97.1M
|
-$1.51M
|
-34,164
|
-1%
|
|
|
6
|
Sequoia Financial Advisors
Akron,
Ohio
|
$73.1M
|
+$1.62M
|
+36,544
|
+2%
|
|
|
7
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$65.1M
|
-$1M
|
-22,656
|
-1%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$63M
|
+$812K
|
+18,320
|
+1%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$62.7M
|
+$27M
|
+610,136
|
+60%
|
|
|
10
|
Truist Financial
Charlotte,
North Carolina
|
$55.6M
|
+$3.73M
|
+84,088
|
+6%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$43.1M
|
-$608K
|
-13,728
|
-1%
|
|
|
12
|
Silvercrest Asset Management
New York
|
$41.8M
|
+$109K
|
+2,452
|
+0.2%
|
|
|
13
|
AssetMark Inc
Concord,
California
|
$36.5M
|
-$3.7M
|
-83,572
|
-8%
|
|
|
14
|
Comerica Bank
Dallas,
Texas
|
$35M
|
-$1.43M
|
-32,192
|
-4%
|
|
|
15
|
Hoover Financial Advisors
Malvern,
Pennsylvania
|
$29.4M
|
+$3.74M
|
+84,396
|
+12%
|
|
|
16
|
LVW Advisors
Pittsford,
New York
|
$27.4M
|
+$17.1M
|
+386,660
|
+120%
|
|
|
17
|
Hapanowicz & Associates Financial Services
Pittsburgh,
Pennsylvania
|
$19.9M
|
+$511K
|
+11,544
|
+2%
|
|
|
18
|
LPWM LLC
Minneapolis,
Minnesota
|
$18.5M
|
+$2.47M
|
+55,796
|
+13%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$17.4M
|
-$1.24M
|
-27,928
|
-6%
|
|
|
20
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$16.6M
|
+$20.6K
|
+464
|
+0.1%
|
|
|
21
|
Nadler Financial Group
Deerfield,
Illinois
|
$16.3M
|
-$106K
|
-2,396
|
-0.6%
|
|
|
22
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$13.1M
|
+$5.44M
|
+122,700
|
+57%
|
|
|
23
|
Citizens & Northern Corp
Wellsboro,
Pennsylvania
|
$12.7M
|
+$564K
|
+12,736
|
+4%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$12.4M
|
+$785K
|
+17,716
|
+6%
|
|
|
25
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$11.3M
|
+$6.84M
|
+154,388
|
+112%
|
|
