|
1
|
Bank of America
Charlotte,
North Carolina
|
$1.69B
|
+$269M
|
+4,747,613
|
+18%
|
|
|
2
|
|
$286M
|
+$294M
|
+5,189,368
|
+259,468,400%
|
|
|
3
|
Avantax Advisory Services
Dallas,
Texas
|
$260M
|
+$266M
|
+4,697,923
|
+45,576%
|
|
|
4
|
|
$250M
|
+$19.2M
|
+339,420
|
+8%
|
|
|
5
|
TIAA FSB
Jacksonville,
Florida
|
$228M
|
-$636K
|
-11,248
|
-0.3%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$184M
|
+$40.3M
|
+711,497
|
+27%
|
|
|
7
|
Equitable Holdings
New York
|
$178M
|
-$4.57M
|
-80,773
|
-2%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$175M
|
+$14.2M
|
+250,936
|
+9%
|
|
|
9
|
Sequoia Financial Advisors
Akron,
Ohio
|
$159M
|
+$21.5M
|
+380,088
|
+15%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$131M
|
+$8.06M
|
+142,475
|
+6%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$113M
|
+$15.6M
|
+275,520
|
+16%
|
|
|
12
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$107M
|
+$53.3M
|
+941,373
|
+94%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$105M
|
+$4.3M
|
+76,037
|
+4%
|
|
|
14
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$102M
|
+$659K
|
+11,649
|
+0.6%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$79M
|
+$12.7M
|
+224,457
|
+19%
|
|
|
16
|
Wealthquest
Cincinnati,
Ohio
|
$77.4M
|
+$2.29M
|
+40,476
|
+3%
|
|
|
17
|
SageView Advisory Group
Newport Beach,
California
|
$72.2M
|
+$74.1M
|
+1,309,536
|
New
|
|
|
18
|
HighTower Advisors
Chicago,
Illinois
|
$68.5M
|
+$28.7M
|
+507,401
|
+69%
|
|
|
19
|
VOYA Investment Management
Atlanta,
Georgia
|
$65.2M
|
+$3.01M
|
+53,139
|
+5%
|
|
|
20
|
Truist Financial
Charlotte,
North Carolina
|
$64.1M
|
-$2.83M
|
-50,022
|
-4%
|
|
|
21
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$62.3M
|
+$4.55M
|
+80,438
|
+8%
|
|
|
22
|
Silvercrest Asset Management
New York
|
$61.3M
|
+$2.21M
|
+39,023
|
+4%
|
|
|
23
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$50.3M
|
+$51.6M
|
+912,705
|
New
|
|
|
24
|
Crestone Asset Management
Boulder,
Colorado
|
$50.3M
|
+$14.7M
|
+259,033
|
+40%
|
|
|
25
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$48.3M
|
+$1.29M
|
+22,862
|
+3%
|
|
