|
1
|
TIAA FSB
Jacksonville,
Florida
|
$584M
|
+$1.56M
|
+28,868
|
+0.3%
|
|
|
2
|
|
$271M
|
+$30.3M
|
+558,972
|
+13%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$258M
|
-$15.8M
|
-291,436
|
-6%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$161M
|
-$56.8K
|
-1,048
|
-0%
|
|
|
5
|
Sequoia Financial Advisors
Akron,
Ohio
|
$101M
|
+$770K
|
+14,212
|
+0.8%
|
|
|
6
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$93.7M
|
-$6.36M
|
-117,480
|
-7%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$92.7M
|
-$6.09M
|
-112,384
|
-6%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$89M
|
+$493K
|
+9,108
|
+0.6%
|
|
|
9
|
Truist Financial
Charlotte,
North Carolina
|
$88.7M
|
-$5.34M
|
-98,584
|
-6%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$70.1M
|
+$1.37M
|
+25,372
|
+2%
|
|
|
11
|
Silvercrest Asset Management
New York
|
$58.8M
|
+$205K
|
+3,792
|
+0.4%
|
|
|
12
|
AssetMark Inc
Concord,
California
|
$57.5M
|
+$9.84M
|
+181,724
|
+21%
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$54.1M
|
+$11.8M
|
+218,788
|
+29%
|
|
|
14
|
Hoover Financial Advisors
Malvern,
Pennsylvania
|
$42.9M
|
-$313K
|
-5,788
|
-0.7%
|
|
|
15
|
LVW Advisors
Pittsford,
New York
|
$40.4M
|
-$1.03M
|
-19,072
|
-3%
|
|
|
16
|
Comerica Bank
Dallas,
Texas
|
$39.8M
|
-$4.48M
|
-82,696
|
-11%
|
|
|
17
|
Bank of New York Mellon
New York
|
$34.5M
|
+$33.5M
|
+619,340
|
New
|
|
|
18
|
Commerce Bank
Kansas City,
Missouri
|
$28.6M
|
+$27.5M
|
+508,220
|
+8,948%
|
|
|
19
|
LPWM LLC
Minneapolis,
Minnesota
|
$28.3M
|
+$562K
|
+10,372
|
+2%
|
|
|
20
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$25.5M
|
+$2.87M
|
+52,928
|
+13%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$24.7M
|
-$269K
|
-4,960
|
-1%
|
|
|
22
|
Nadler Financial Group
Deerfield,
Illinois
|
$23.8M
|
+$297K
|
+5,488
|
+1%
|
|
|
23
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$23.3M
|
-$25.1K
|
-464
|
-0.1%
|
|
|
24
|
Hapanowicz & Associates Financial Services
Pittsburgh,
Pennsylvania
|
$22.2M
|
-$567K
|
-10,464
|
-3%
|
|
|
25
|
Affinity Wealth Management
Wilmington,
Delaware
|
$21M
|
+$20.2M
|
+373,440
|
New
|
|
