|
1
|
Bank of America
Charlotte,
North Carolina
|
$1.67B
|
+$36.1M
|
+451,614
|
+2%
|
|
|
2
|
|
$376M
|
+$6.99M
|
+87,494
|
+2%
|
|
|
3
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$324M
|
+$7.42M
|
+92,861
|
+2%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$225M
|
+$5.92M
|
+73,992
|
+3%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$182M
|
+$622K
|
+7,776
|
+0.4%
|
|
|
6
|
SageView Advisory Group
Newport Beach,
California
|
$167M
|
-$12.9M
|
-161,293
|
-7%
|
|
|
7
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$146M
|
+$1.69M
|
+21,177
|
+1%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$119M
|
+$18.1M
|
+226,324
|
+19%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$106M
|
+$179K
|
+2,237
|
+0.2%
|
|
|
10
|
|
$95M
|
+$2.02M
|
+25,252
|
+2%
|
|
|
11
|
Truist Financial
Charlotte,
North Carolina
|
$83.5M
|
-$3.3M
|
-41,297
|
-4%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$82.8M
|
+$17.8M
|
+222,555
|
+29%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$82M
|
+$8.17M
|
+102,226
|
+12%
|
|
|
14
|
Pathstone Holdings
Englewood,
New Jersey
|
$75.7M
|
+$631K
|
+7,892
|
+0.9%
|
|
|
15
|
Raymond James & Associates
St Petersburg,
Florida
|
$75.2M
|
+$11.9M
|
+149,035
|
+20%
|
|
|
16
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$72.6M
|
+$3.96M
|
+49,490
|
+6%
|
|
|
17
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$65.2M
|
-$597K
|
-7,462
|
-0.9%
|
|
|
18
|
Equitable Holdings
New York
|
$64M
|
-$4.16K
|
-52
|
-0%
|
|
|
19
|
Aaron Wealth Advisors
Chicago,
Illinois
|
$61.8M
|
+$579K
|
+7,244
|
+1%
|
|
|
20
|
WestHill Financial Advisors
San Rafael,
California
|
$58.2M
|
+$318K
|
+3,974
|
+0.6%
|
|
|
21
|
Adventist Health System West
Roseville,
California
|
$57.7M
|
–
|
–
|
–
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$55.7M
|
-$891K
|
-11,148
|
-2%
|
|
|
23
|
Cambridge Associates
Boston,
Massachusetts
|
$53.3M
|
-$21.8M
|
-272,243
|
-30%
|
|
|
24
|
MML Investors Services
Springfield,
Massachusetts
|
$50M
|
+$1.66M
|
+20,703
|
+4%
|
|
|
25
|
Hapanowicz & Associates Financial Services
Pittsburgh,
Pennsylvania
|
$46.7M
|
+$1.32M
|
+16,518
|
+3%
|
|
