|
1
|
Bank of America
Charlotte,
North Carolina
|
$1.11B
|
+$20.6M
|
+306,883
|
+2%
|
|
|
2
|
|
$261M
|
+$60.5M
|
+901,586
|
+31%
|
|
|
3
|
TIAA FSB
Jacksonville,
Florida
|
$223M
|
+$348K
|
+5,179
|
+0.2%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$160M
|
+$3.08M
|
+45,816
|
+2%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$139M
|
+$57.8M
|
+861,146
|
+75%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$136M
|
-$13.8M
|
-206,160
|
-10%
|
|
|
7
|
SageView Advisory Group
Newport Beach,
California
|
$128M
|
+$17.1M
|
+255,079
|
+16%
|
|
|
8
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$118M
|
+$1.52M
|
+22,689
|
+1%
|
|
|
9
|
|
$107M
|
-$1.31M
|
-19,480
|
-1%
|
|
|
10
|
Truist Financial
Charlotte,
North Carolina
|
$79.2M
|
-$1.31M
|
-19,510
|
-2%
|
|
|
11
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$64.9M
|
+$1.67M
|
+24,949
|
+3%
|
|
|
12
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$64.5M
|
+$13M
|
+194,325
|
+26%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$63.9M
|
+$121K
|
+1,804
|
+0.2%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$62.8M
|
+$5.86M
|
+87,248
|
+11%
|
|
|
15
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$56.1M
|
+$954K
|
+14,216
|
+2%
|
|
|
16
|
Equitable Holdings
New York
|
$54.4M
|
+$3.37M
|
+50,145
|
+7%
|
|
|
17
|
Adventist Health System West
Roseville,
California
|
$47.9M
|
–
|
–
|
–
|
|
|
18
|
WestHill Financial Advisors
San Rafael,
California
|
$44.9M
|
+$490K
|
+7,294
|
+1%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$44.7M
|
+$5.42M
|
+80,781
|
+14%
|
|
|
20
|
Aaron Wealth Advisors
Chicago,
Illinois
|
$44.6M
|
+$1.03M
|
+15,367
|
+2%
|
|
|
21
|
|
$41.2M
|
+$1.58M
|
+23,504
|
+4%
|
|
|
22
|
Crestone Asset Management
Boulder,
Colorado
|
$34.8M
|
+$645K
|
+9,614
|
+2%
|
|
|
23
|
Ameriprise
Minneapolis,
Minnesota
|
$32.5M
|
+$1.06M
|
+15,718
|
+3%
|
|
|
24
|
Pathstone Family Office
Englewood,
New Jersey
|
$31.8M
|
-$220K
|
-3,283
|
-0.7%
|
|
|
25
|
Hapanowicz & Associates Financial Services
Pittsburgh,
Pennsylvania
|
$31M
|
-$1.29M
|
-19,151
|
-4%
|
|
