|
1
|
TIAA FSB
Jacksonville,
Florida
|
$516M
|
+$34.5M
|
+761,456
|
+8%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$243M
|
+$4.06M
|
+89,628
|
+2%
|
|
|
3
|
|
$213M
|
+$74.3M
|
+1,640,016
|
+61%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$143M
|
+$17.3M
|
+381,288
|
+15%
|
|
|
5
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$88.8M
|
+$5.27M
|
+116,272
|
+7%
|
|
|
6
|
Sequoia Financial Advisors
Akron,
Ohio
|
$88.3M
|
-$4.57M
|
-100,832
|
-5%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$87.6M
|
+$6.62M
|
+146,116
|
+9%
|
|
|
8
|
Truist Financial
Charlotte,
North Carolina
|
$83.4M
|
+$11.5M
|
+253,772
|
+18%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$78.4M
|
-$1.48M
|
-32,604
|
-2%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$60.8M
|
+$5.32M
|
+117,440
|
+11%
|
|
|
11
|
Silvercrest Asset Management
New York
|
$51.9M
|
-$1.29M
|
-28,416
|
-3%
|
|
|
12
|
AssetMark Inc
Concord,
California
|
$41.9M
|
-$4.25M
|
-93,820
|
-10%
|
|
|
13
|
Comerica Bank
Dallas,
Texas
|
$41M
|
-$1.44M
|
-31,840
|
-4%
|
|
|
14
|
Hoover Financial Advisors
Malvern,
Pennsylvania
|
$38.2M
|
+$636K
|
+14,024
|
+2%
|
|
|
15
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$37.1M
|
+$21.5M
|
+475,028
|
+171%
|
|
|
16
|
LVW Advisors
Pittsford,
New York
|
$36.7M
|
+$1.57M
|
+34,640
|
+5%
|
|
|
17
|
LPWM LLC
Minneapolis,
Minnesota
|
$24.2M
|
+$534K
|
+11,776
|
+2%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$22.1M
|
-$102K
|
-2,252
|
-0.5%
|
|
|
19
|
Nadler Financial Group
Deerfield,
Illinois
|
$20.8M
|
+$33.4K
|
+736
|
+0.2%
|
|
|
20
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$20.6M
|
-$506K
|
-11,164
|
-3%
|
|
|
21
|
Hapanowicz & Associates Financial Services
Pittsburgh,
Pennsylvania
|
$20.2M
|
-$4.81M
|
-106,200
|
-21%
|
|
|
22
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$20M
|
+$3.02M
|
+66,728
|
+20%
|
|
|
23
|
|
$19.7M
|
+$18.1M
|
+400,000
|
New
|
|
|
24
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$16.2M
|
+$1.62M
|
+35,720
|
+12%
|
|
|
25
|
Citizens & Northern Corp
Wellsboro,
Pennsylvania
|
$15.9M
|
-$265K
|
-5,848
|
-2%
|
|
