|
1
|
Bank of America
Charlotte,
North Carolina
|
$2.03B
|
+$94.6M
|
+1,596,038
|
+5%
|
|
|
2
|
|
$327M
|
+$137K
|
+2,306
|
+0%
|
|
|
3
|
Avantax Advisory Services
Dallas,
Texas
|
$311M
|
+$14.1M
|
+237,419
|
+5%
|
|
|
4
|
|
$291M
|
+$5.13M
|
+86,511
|
+2%
|
|
|
5
|
TIAA FSB
Jacksonville,
Florida
|
$271M
|
+$10.8M
|
+182,072
|
+4%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$214M
|
+$13.7M
|
+230,356
|
+7%
|
|
|
7
|
Equitable Holdings
New York
|
$208M
|
+$4.33M
|
+73,099
|
+2%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$204M
|
-$4.96M
|
-83,712
|
-3%
|
|
|
9
|
Sequoia Financial Advisors
Akron,
Ohio
|
$185M
|
+$3.59M
|
+60,638
|
+2%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$181M
|
+$29.3M
|
+494,517
|
+21%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$174M
|
+$50.7M
|
+855,673
|
+45%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$152M
|
+$21.6M
|
+364,942
|
+18%
|
|
|
13
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$124M
|
+$7.12M
|
+120,218
|
+7%
|
|
|
14
|
SageView Advisory Group
Newport Beach,
California
|
$116M
|
+$32M
|
+540,702
|
+41%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$102M
|
+$11M
|
+186,100
|
+13%
|
|
|
16
|
Wealthquest
Cincinnati,
Ohio
|
$88.3M
|
-$72.4K
|
-1,222
|
-0.1%
|
|
|
17
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$88.1M
|
+$31.1M
|
+524,469
|
+60%
|
|
|
18
|
HighTower Advisors
Chicago,
Illinois
|
$81.5M
|
+$3.11M
|
+52,533
|
+4%
|
|
|
19
|
Truist Financial
Charlotte,
North Carolina
|
$78.1M
|
+$4.62M
|
+77,961
|
+7%
|
|
|
20
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$72.2M
|
+$1.06M
|
+17,824
|
+2%
|
|
|
21
|
Silvercrest Asset Management
New York
|
$70.5M
|
+$460K
|
+7,763
|
+0.7%
|
|
|
22
|
|
$64.6M
|
+$13.2M
|
+222,835
|
+28%
|
|
|
23
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$62.5M
|
-$56.5M
|
-953,815
|
-49%
|
|
|
24
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$52.5M
|
–
|
–
|
–
|
|
|
25
|
Crestone Asset Management
Boulder,
Colorado
|
$48.9M
|
-$7.93M
|
-133,861
|
-15%
|
|
