|
1
|
Bank of America
Charlotte,
North Carolina
|
$2.02B
|
-$197M
|
-2,773,559
|
-9%
|
|
|
2
|
Avantax Advisory Services
Dallas,
Texas
|
$730M
|
+$404M
|
+5,689,290
|
+114%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$337M
|
+$12.5M
|
+175,601
|
+4%
|
|
|
4
|
|
$327M
|
+$3.12M
|
+43,855
|
+0.9%
|
|
|
5
|
|
$325M
|
+$9.93M
|
+139,821
|
+3%
|
|
|
6
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$289M
|
+$300M
|
+4,216,692
|
New
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$266M
|
+$19.2M
|
+270,168
|
+7%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$223M
|
+$16.5M
|
+232,845
|
+8%
|
|
|
9
|
Equitable Holdings
New York
|
$217M
|
-$10M
|
-141,431
|
-4%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$211M
|
-$1.78M
|
-25,002
|
-0.8%
|
|
|
11
|
Sequoia Financial Advisors
Akron,
Ohio
|
$210M
|
-$2.29M
|
-32,232
|
-1%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$204M
|
+$36.8M
|
+517,435
|
+21%
|
|
|
13
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$136M
|
-$1.59M
|
-22,323
|
-1%
|
|
|
14
|
SageView Advisory Group
Newport Beach,
California
|
$131M
|
+$3.48M
|
+48,969
|
+3%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$124M
|
+$5.07M
|
+71,309
|
+4%
|
|
|
16
|
Truist Financial
Charlotte,
North Carolina
|
$111M
|
+$13.3M
|
+186,629
|
+13%
|
|
|
17
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$99.2M
|
+$1.8M
|
+25,268
|
+2%
|
|
|
18
|
Wealthquest
Cincinnati,
Ohio
|
$94.6M
|
-$38.6K
|
-543
|
-0%
|
|
|
19
|
HighTower Advisors
Chicago,
Illinois
|
$90.8M
|
-$1.79M
|
-25,228
|
-2%
|
|
|
20
|
Silvercrest Asset Management
New York
|
$80.8M
|
+$445K
|
+6,262
|
+0.5%
|
|
|
21
|
|
$75.1M
|
+$320K
|
+4,502
|
+0.4%
|
|
|
22
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$71.9M
|
+$2.26M
|
+31,778
|
+3%
|
|
|
23
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$66.5M
|
-$136K
|
-1,912
|
-0.2%
|
|
|
24
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$57.2M
|
–
|
–
|
–
|
|
|
25
|
Comerica Bank
Dallas,
Texas
|
$55.1M
|
+$57.2M
|
+804,663
|
New
|
|
