|
1
|
Bank of America
Charlotte,
North Carolina
|
$1.5B
|
+$53.7M
|
+698,823
|
+4%
|
|
|
2
|
|
$339M
|
+$5.52M
|
+71,907
|
+2%
|
|
|
3
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$290M
|
+$11M
|
+142,895
|
+4%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$201M
|
+$202M
|
+2,623,173
|
New
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$167M
|
-$4.64M
|
-60,336
|
-3%
|
|
|
6
|
SageView Advisory Group
Newport Beach,
California
|
$166M
|
+$164M
|
+2,136,065
|
+7,560%
|
|
|
7
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$132M
|
+$2.65M
|
+34,510
|
+2%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$96.9M
|
+$11.5M
|
+149,680
|
+13%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$92.5M
|
+$3.9M
|
+50,753
|
+4%
|
|
|
10
|
|
$85.4M
|
+$373K
|
+4,858
|
+0.4%
|
|
|
11
|
Truist Financial
Charlotte,
North Carolina
|
$79.9M
|
+$1.63M
|
+21,238
|
+2%
|
|
|
12
|
Cambridge Associates
Boston,
Massachusetts
|
$69.8M
|
-$3.45M
|
-44,956
|
-5%
|
|
|
13
|
Pathstone Holdings
Englewood,
New Jersey
|
$69M
|
+$39.4M
|
+513,303
|
+132%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$67.5M
|
+$11.5M
|
+149,452
|
+20%
|
|
|
15
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$63M
|
-$9.09M
|
-118,310
|
-13%
|
|
|
16
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$60.5M
|
-$8.17M
|
-106,349
|
-12%
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$59.1M
|
-$1.45M
|
-18,843
|
-2%
|
|
|
18
|
Equitable Holdings
New York
|
$58.9M
|
-$27.5M
|
-358,096
|
-32%
|
|
|
19
|
Raymond James & Associates
St Petersburg,
Florida
|
$57.7M
|
+$6.49M
|
+84,477
|
+13%
|
|
|
20
|
Aaron Wealth Advisors
Chicago,
Illinois
|
$56.2M
|
+$507K
|
+6,595
|
+0.9%
|
|
|
21
|
WestHill Financial Advisors
San Rafael,
California
|
$53.2M
|
-$120K
|
-1,557
|
-0.2%
|
|
|
22
|
Adventist Health System West
Roseville,
California
|
$53M
|
–
|
–
|
–
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$52M
|
-$473K
|
-6,154
|
-0.9%
|
|
|
24
|
MML Investors Services
Springfield,
Massachusetts
|
$44.3M
|
+$673K
|
+8,754
|
+2%
|
|
|
25
|
Hapanowicz & Associates Financial Services
Pittsburgh,
Pennsylvania
|
$41.6M
|
+$6.11M
|
+79,522
|
+17%
|
|
