|
1
|
TIAA FSB
Jacksonville,
Florida
|
$663M
|
+$12.3M
|
+210,180
|
+2%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$292M
|
+$4.54M
|
+77,528
|
+2%
|
|
|
3
|
|
$268M
|
-$32M
|
-547,216
|
-11%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$180M
|
+$1.13M
|
+19,328
|
+0.7%
|
|
|
5
|
Sequoia Financial Advisors
Akron,
Ohio
|
$112M
|
+$476K
|
+8,136
|
+0.5%
|
|
|
6
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$106M
|
+$1.94M
|
+33,080
|
+2%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$104M
|
+$4.42M
|
+75,492
|
+5%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$94.3M
|
-$8.33M
|
-142,272
|
-9%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$86.1M
|
+$7.7M
|
+131,492
|
+10%
|
|
|
10
|
Truist Financial
Charlotte,
North Carolina
|
$84.7M
|
-$13.2M
|
-225,096
|
-14%
|
|
|
11
|
AssetMark Inc
Concord,
California
|
$64.4M
|
+$476K
|
+8,136
|
+0.8%
|
|
|
12
|
Silvercrest Asset Management
New York
|
$62.1M
|
-$3.18M
|
-54,316
|
-5%
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$60.9M
|
+$656K
|
+11,200
|
+1%
|
|
|
14
|
Hoover Financial Advisors
Malvern,
Pennsylvania
|
$47.9M
|
+$466K
|
+7,956
|
+1%
|
|
|
15
|
LVW Advisors
Pittsford,
New York
|
$44.1M
|
-$731K
|
-12,480
|
-2%
|
|
|
16
|
Comerica Bank
Dallas,
Texas
|
$43.8M
|
-$348K
|
-5,944
|
-0.9%
|
|
|
17
|
Bank of New York Mellon
New York
|
$36.5M
|
-$1.73M
|
-29,456
|
-5%
|
|
|
18
|
WestHill Financial Advisors
San Rafael,
California
|
$35.4M
|
+$33.4M
|
+571,176
|
New
|
|
|
19
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$32.9M
|
+$4.3M
|
+73,432
|
+16%
|
|
|
20
|
LPWM LLC
Minneapolis,
Minnesota
|
$32.8M
|
+$1.62M
|
+27,660
|
+6%
|
|
|
21
|
Commerce Bank
Kansas City,
Missouri
|
$30.7M
|
-$1.05M
|
-17,860
|
-3%
|
|
|
22
|
Ameriprise
Minneapolis,
Minnesota
|
$29.9M
|
+$8.53M
|
+145,716
|
+43%
|
|
|
23
|
Citizens & Northern Corp
Wellsboro,
Pennsylvania
|
$28.9M
|
+$13.5M
|
+230,148
|
+97%
|
|
|
24
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$27.7M
|
+$1.73M
|
+29,620
|
+7%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$27.4M
|
-$28.6K
|
-488
|
-0.1%
|
|
