|
1
|
Bank of America
Charlotte,
North Carolina
|
$2.36B
|
+$49.8M
|
+683,717
|
+2%
|
|
|
2
|
Ameriprise
Minneapolis,
Minnesota
|
$850M
|
+$576M
|
+7,915,991
|
+266%
|
|
|
3
|
Avantax Advisory Services
Dallas,
Texas
|
$835M
|
+$3.2M
|
+43,960
|
+0.4%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$400M
|
+$14.9M
|
+205,277
|
+4%
|
|
|
5
|
|
$398M
|
+$23.7M
|
+326,227
|
+7%
|
|
|
6
|
|
$360M
|
-$9.69M
|
-133,083
|
-3%
|
|
|
7
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$333M
|
+$4.18M
|
+57,382
|
+1%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$300M
|
-$2.9M
|
-39,852
|
-1%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$267M
|
+$12.1M
|
+166,104
|
+5%
|
|
|
10
|
Sequoia Financial Advisors
Akron,
Ohio
|
$257M
|
+$15.7M
|
+215,713
|
+7%
|
|
|
11
|
Equitable Holdings
New York
|
$255M
|
+$7.21M
|
+99,023
|
+3%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$245M
|
+$4.15M
|
+56,956
|
+2%
|
|
|
13
|
SageView Advisory Group
Newport Beach,
California
|
$189M
|
+$28.7M
|
+394,306
|
+21%
|
|
|
14
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$155M
|
+$181K
|
+2,480
|
+0.1%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$140M
|
-$1.2M
|
-16,471
|
-0.9%
|
|
|
16
|
Truist Financial
Charlotte,
North Carolina
|
$121M
|
-$5.79M
|
-79,480
|
-5%
|
|
|
17
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$115M
|
+$1.33M
|
+18,341
|
+1%
|
|
|
18
|
HighTower Advisors
Chicago,
Illinois
|
$109M
|
+$5.64M
|
+77,444
|
+6%
|
|
|
19
|
Wealthquest
Cincinnati,
Ohio
|
$106M
|
-$1.28M
|
-17,579
|
-1%
|
|
|
20
|
Silvercrest Asset Management
New York
|
$95.1M
|
+$2.77M
|
+38,015
|
+3%
|
|
|
21
|
|
$86.5M
|
+$831K
|
+11,416
|
+1%
|
|
|
22
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$84M
|
+$1.81M
|
+24,918
|
+2%
|
|
|
23
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$65.2M
|
–
|
–
|
–
|
|
|
24
|
Comerica Bank
Dallas,
Texas
|
$62M
|
-$715K
|
-9,820
|
-1%
|
|
|
25
|
Prudential Financial
Newark,
New Jersey
|
$61.2M
|
+$15.1M
|
+207,055
|
+36%
|
|
