|
1
|
TIAA FSB
Jacksonville,
Florida
|
$649M
|
-$19.4M
|
-310,308
|
-3%
|
|
|
2
|
|
$284M
|
+$14.2M
|
+226,840
|
+5%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$243M
|
-$50.9M
|
-813,196
|
-17%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$161M
|
-$21.2M
|
-338,452
|
-12%
|
|
|
5
|
Sequoia Financial Advisors
Akron,
Ohio
|
$116M
|
+$2.92M
|
+46,608
|
+3%
|
|
|
6
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$110M
|
+$2.69M
|
+43,052
|
+3%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$106M
|
+$1.01M
|
+16,180
|
+1%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$77.6M
|
-$9.26M
|
-148,028
|
-11%
|
|
|
9
|
AssetMark Inc
Concord,
California
|
$65.1M
|
+$78.4K
|
+1,252
|
+0.1%
|
|
|
10
|
Silvercrest Asset Management
New York
|
$62.1M
|
-$549K
|
-8,764
|
-0.9%
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$60M
|
-$1.38M
|
-21,988
|
-2%
|
|
|
12
|
Truist Financial
Charlotte,
North Carolina
|
$48.5M
|
-$37M
|
-590,564
|
-43%
|
|
|
13
|
Hoover Financial Advisors
Malvern,
Pennsylvania
|
$43.1M
|
+$119M
|
+1,895,976
|
+244%
|
|
|
14
|
LVW Advisors
Pittsford,
New York
|
$41.6M
|
-$2.88M
|
-46,008
|
-6%
|
|
|
15
|
Bank of New York Mellon
New York
|
$38.1M
|
+$1.2M
|
+19,188
|
+3%
|
|
|
16
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$37.8M
|
+$4.57M
|
+73,052
|
+14%
|
|
|
17
|
WestHill Financial Advisors
San Rafael,
California
|
$36.3M
|
+$610K
|
+9,740
|
+2%
|
|
|
18
|
LPWM LLC
Minneapolis,
Minnesota
|
$34.4M
|
+$785K
|
+12,544
|
+2%
|
|
|
19
|
Ameriprise
Minneapolis,
Minnesota
|
$34.3M
|
+$4.06M
|
+64,836
|
+13%
|
|
|
20
|
Nadler Financial Group
Deerfield,
Illinois
|
$28.4M
|
+$1.01M
|
+16,060
|
+4%
|
|
|
21
|
Citizens & Northern Corp
Wellsboro,
Pennsylvania
|
$28M
|
-$1.13M
|
-18,128
|
-4%
|
|
|
22
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$27.7M
|
–
|
–
|
–
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$27.7M
|
+$49.1K
|
+784
|
+0.2%
|
|
|
24
|
Hapanowicz & Associates Financial Services
Pittsburgh,
Pennsylvania
|
$23.1M
|
+$1.14M
|
+18,264
|
+5%
|
|
|
25
|
Aaron Wealth Advisors
Chicago,
Illinois
|
$21.5M
|
+$1.19M
|
+18,984
|
+6%
|
|
