|
1
|
Bank of America
Charlotte,
North Carolina
|
$1.99B
|
+$49.6M
|
+593,171
|
+3%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$741M
|
+$623M
|
+7,451,591
|
+488%
|
|
|
3
|
|
$479M
|
+$26.6M
|
+318,282
|
+6%
|
|
|
4
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$339M
|
+$11.6M
|
+138,565
|
+3%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$224M
|
+$2.79M
|
+33,322
|
+1%
|
|
|
6
|
SageView Advisory Group
Newport Beach,
California
|
$213M
|
+$17.2M
|
+205,329
|
+9%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$183M
|
-$189K
|
-2,264
|
-0.1%
|
|
|
8
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$133M
|
-$11.3M
|
-135,318
|
-8%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$116M
|
+$6.54M
|
+78,220
|
+6%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$116M
|
+$34.4M
|
+411,085
|
+41%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$106M
|
+$5.06M
|
+60,479
|
+5%
|
|
|
12
|
Raymond James Financial
St Petersburg,
Florida
|
$91.6M
|
-$8.53M
|
-102,038
|
-8%
|
|
|
13
|
Pathstone Holdings
Englewood,
New Jersey
|
$84.3M
|
+$2.71M
|
+32,387
|
+3%
|
|
|
14
|
Truist Financial
Charlotte,
North Carolina
|
$84.2M
|
+$491K
|
+5,867
|
+0.6%
|
|
|
15
|
Franklin Resources
San Mateo,
California
|
$82M
|
-$22.5M
|
-268,785
|
-21%
|
|
|
16
|
|
$77.1M
|
-$3.65M
|
-43,673
|
-4%
|
|
|
17
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$72.5M
|
+$549K
|
+6,559
|
+0.8%
|
|
|
18
|
Equitable Holdings
New York
|
$67.7M
|
+$4.38M
|
+52,427
|
+7%
|
|
|
19
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$65.1M
|
+$1.79M
|
+21,390
|
+3%
|
|
|
20
|
MML Investors Services
Springfield,
Massachusetts
|
$61M
|
+$5.65M
|
+67,570
|
+10%
|
|
|
21
|
Aaron Wealth Advisors
Chicago,
Illinois
|
$59.5M
|
-$3.05M
|
-36,482
|
-5%
|
|
|
22
|
WestHill Financial Advisors
San Rafael,
California
|
$59.4M
|
+$450K
|
+5,378
|
+0.8%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$59.3M
|
+$1.48M
|
+17,734
|
+3%
|
|
|
24
|
Adventist Health System West
Roseville,
California
|
$57.2M
|
–
|
–
|
–
|
|
|
25
|
Wellington Management Group
Boston,
Massachusetts
|
$48.7M
|
+$49.4M
|
+590,524
|
New
|
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