|
1
|
UBS Group
Zurich,
Switzerland
|
$3.53B
|
+$193M
|
+1,892,723
|
+6%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$2.88B
|
+$93.3M
|
+913,097
|
+3%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$2.51B
|
+$67.7M
|
+662,005
|
+3%
|
|
|
4
|
TIAA-CREF Individual & Institutional Services
New York
|
$636M
|
+$19.7M
|
+193,048
|
+3%
|
|
|
5
|
|
$608M
|
-$89.2M
|
-872,631
|
-13%
|
|
|
6
|
|
$604M
|
-$6.14M
|
-60,122
|
-1%
|
|
|
7
|
Phoenix Financial
Givatayim,
Israel
|
$323M
|
+$69.2M
|
+677,000
|
+29%
|
|
|
8
|
Creative Planning
Overland Park,
Kansas
|
$294M
|
-$22.6M
|
-221,175
|
-7%
|
|
|
9
|
SageView Advisory Group
Newport Beach,
California
|
$294M
|
-$21M
|
-205,054
|
-7%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$255M
|
+$15.7M
|
+153,940
|
+7%
|
|
|
11
|
OpenArc Corporate Advisory
Atlanta,
Georgia
|
$251M
|
+$55.3M
|
+541,267
|
+30%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$194M
|
+$25.9M
|
+253,261
|
+16%
|
|
|
13
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$190M
|
+$6.66M
|
+65,177
|
+4%
|
|
|
14
|
Raymond James Financial
St Petersburg,
Florida
|
$188M
|
+$22.4M
|
+219,226
|
+14%
|
|
|
15
|
|
$180M
|
-$69M
|
-674,812
|
-28%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$168M
|
+$8.96M
|
+87,649
|
+6%
|
|
|
17
|
Truist Financial
Charlotte,
North Carolina
|
$163M
|
+$16.8M
|
+164,701
|
+12%
|
|
|
18
|
Pathstone Holdings
Englewood,
New Jersey
|
$132M
|
+$5.15M
|
+50,413
|
+4%
|
|
|
19
|
Ameriprise
Minneapolis,
Minnesota
|
$131M
|
+$6.09M
|
+59,551
|
+5%
|
|
|
20
|
|
$117M
|
+$5.59M
|
+54,693
|
+5%
|
|
|
21
|
|
$114M
|
+$41.9M
|
+409,727
|
+62%
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$110M
|
+$7.27M
|
+71,106
|
+7%
|
|
|
23
|
Aaron Wealth Advisors
Chicago,
Illinois
|
$104M
|
-$11.3M
|
-110,627
|
-10%
|
|
|
24
|
Equitable Holdings
New York
|
$101M
|
+$980K
|
+9,590
|
+1%
|
|
|
25
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$92M
|
-$5.18M
|
-50,719
|
-6%
|
|
