|
1
|
Bank of America
Charlotte,
North Carolina
|
$1.91B
|
+$290M
|
+3,443,350
|
+17%
|
|
|
2
|
|
$446M
|
+$81.7M
|
+970,164
|
+21%
|
|
|
3
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$323M
|
+$7.36M
|
+87,421
|
+2%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$218M
|
-$987K
|
-11,720
|
-0.4%
|
|
|
5
|
SageView Advisory Group
Newport Beach,
California
|
$193M
|
+$30.9M
|
+366,318
|
+18%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$180M
|
+$2.34M
|
+27,759
|
+1%
|
|
|
7
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$142M
|
-$787K
|
-9,344
|
-0.5%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$124M
|
+$7.76M
|
+92,108
|
+6%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$108M
|
+$5.39M
|
+64,052
|
+5%
|
|
|
10
|
Franklin Resources
San Mateo,
California
|
$103M
|
+$103M
|
+1,226,301
|
+3,363%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$99.2M
|
+$19.1M
|
+226,960
|
+23%
|
|
|
12
|
Raymond James Financial
St Petersburg,
Florida
|
$98.4M
|
+$102M
|
+1,211,300
|
New
|
|
|
13
|
Truist Financial
Charlotte,
North Carolina
|
$82.4M
|
+$1.01M
|
+11,990
|
+1%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$80.7M
|
+$832K
|
+9,883
|
+1%
|
|
|
15
|
Pathstone Holdings
Englewood,
New Jersey
|
$80.4M
|
+$6.78M
|
+80,540
|
+9%
|
|
|
16
|
|
$79.5M
|
-$13.7M
|
-162,264
|
-14%
|
|
|
17
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$70.8M
|
+$23.2K
|
+275
|
+0%
|
|
|
18
|
Equitable Holdings
New York
|
$62.4M
|
-$19K
|
-226
|
-0%
|
|
|
19
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$62.3M
|
-$1.34M
|
-15,939
|
-2%
|
|
|
20
|
Aaron Wealth Advisors
Chicago,
Illinois
|
$61.5M
|
+$1.3M
|
+15,480
|
+2%
|
|
|
21
|
WestHill Financial Advisors
San Rafael,
California
|
$58M
|
+$1.31M
|
+15,555
|
+2%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$56.9M
|
+$2.74M
|
+32,524
|
+5%
|
|
|
23
|
Adventist Health System West
Roseville,
California
|
$56.3M
|
–
|
–
|
–
|
|
|
24
|
MML Investors Services
Springfield,
Massachusetts
|
$54.5M
|
+$6.01M
|
+71,410
|
+12%
|
|
|
25
|
Cambridge Associates
Boston,
Massachusetts
|
$48.1M
|
-$4.02M
|
-47,699
|
-7%
|
|
