|
1
|
Bank of America
Charlotte,
North Carolina
|
$1.17B
|
+$106M
|
+1,530,290
|
+10%
|
|
|
2
|
|
$250M
|
-$1.3M
|
-18,705
|
-0.5%
|
|
|
3
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$217M
|
+$227M
|
+3,257,762
|
New
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$145M
|
-$8.9M
|
-127,940
|
-6%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$145M
|
+$11.2M
|
+160,965
|
+8%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$137M
|
+$6.59M
|
+94,732
|
+5%
|
|
|
7
|
SageView Advisory Group
Newport Beach,
California
|
$129M
|
+$5.46M
|
+78,579
|
+4%
|
|
|
8
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$114M
|
+$360K
|
+5,172
|
+0.3%
|
|
|
9
|
|
$73.9M
|
-$30.6M
|
-440,319
|
-28%
|
|
|
10
|
Equitable Holdings
New York
|
$70.3M
|
+$18.6M
|
+268,081
|
+34%
|
|
|
11
|
Cambridge Associates
Boston,
Massachusetts
|
$66M
|
+$45.2M
|
+650,160
|
+191%
|
|
|
12
|
Truist Financial
Charlotte,
North Carolina
|
$65.7M
|
-$11M
|
-158,396
|
-14%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$64.8M
|
+$4.46M
|
+64,147
|
+7%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$60.8M
|
-$790K
|
-11,358
|
-1%
|
|
|
15
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$60.5M
|
-$2.11M
|
-30,299
|
-3%
|
|
|
16
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$59.2M
|
-$3.07M
|
-44,175
|
-5%
|
|
|
17
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$56.3M
|
+$2.42M
|
+34,767
|
+4%
|
|
|
18
|
|
$49M
|
+$9.71M
|
+139,620
|
+23%
|
|
|
19
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$47.2M
|
+$49.2M
|
+707,984
|
New
|
|
|
20
|
Adventist Health System West
Roseville,
California
|
$46.2M
|
–
|
–
|
–
|
|
|
21
|
Aaron Wealth Advisors
Chicago,
Illinois
|
$46M
|
+$3.09M
|
+44,440
|
+7%
|
|
|
22
|
WestHill Financial Advisors
San Rafael,
California
|
$44.6M
|
+$1.39M
|
+20,016
|
+3%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$43.3M
|
+$238K
|
+3,427
|
+0.5%
|
|
|
24
|
Ameriprise
Minneapolis,
Minnesota
|
$38.3M
|
+$7.29M
|
+104,873
|
+22%
|
|
|
25
|
Crestone Asset Management
Boulder,
Colorado
|
$33.2M
|
-$313K
|
-4,496
|
-0.9%
|
|
