|
1
|
Bank of America
Charlotte,
North Carolina
|
$2.36B
|
+$288M
|
+3,543,885
|
+15%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$868M
|
+$98.6M
|
+1,212,799
|
+14%
|
|
|
3
|
|
$488M
|
-$6.36M
|
-78,219
|
-1%
|
|
|
4
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$375M
|
+$23.5M
|
+288,638
|
+7%
|
|
|
5
|
SageView Advisory Group
Newport Beach,
California
|
$242M
|
+$16.7M
|
+205,463
|
+8%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$230M
|
-$1.32M
|
-16,260
|
-0.6%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$190M
|
+$1.4M
|
+17,177
|
+0.8%
|
|
|
8
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$136M
|
-$852K
|
-10,481
|
-0.7%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$131M
|
+$10.7M
|
+131,224
|
+9%
|
|
|
10
|
Raymond James Financial
St Petersburg,
Florida
|
$119M
|
+$23.6M
|
+290,743
|
+26%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$119M
|
+$9.14M
|
+112,358
|
+9%
|
|
|
12
|
Truist Financial
Charlotte,
North Carolina
|
$103M
|
+$14.9M
|
+183,346
|
+18%
|
|
|
13
|
Pathstone Holdings
Englewood,
New Jersey
|
$102M
|
+$32.5M
|
+400,139
|
+39%
|
|
|
14
|
|
$89.7M
|
+$9.61M
|
+118,188
|
+13%
|
|
|
15
|
Franklin Resources
San Mateo,
California
|
$81.4M
|
-$3.14M
|
-38,680
|
-4%
|
|
|
16
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$74.5M
|
-$309K
|
-3,797
|
-0.4%
|
|
|
17
|
Equitable Holdings
New York
|
$71.7M
|
+$1.65M
|
+20,331
|
+2%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$69.7M
|
-$47.8M
|
-587,352
|
-42%
|
|
|
19
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$66.8M
|
-$372K
|
-4,578
|
-0.6%
|
|
|
20
|
MML Investors Services
Springfield,
Massachusetts
|
$62.9M
|
-$3.25K
|
-40
|
-0%
|
|
|
21
|
Aaron Wealth Advisors
Chicago,
Illinois
|
$62.3M
|
+$894K
|
+10,997
|
+2%
|
|
|
22
|
WestHill Financial Advisors
San Rafael,
California
|
$61.1M
|
-$145K
|
-1,780
|
-0.2%
|
|
|
23
|
|
$60.6M
|
+$10.4M
|
+127,427
|
+22%
|
|
|
24
|
Adventist Health System West
Roseville,
California
|
$59M
|
–
|
–
|
–
|
|
|
25
|
Sequoia Financial Advisors
Akron,
Ohio
|
$50.2M
|
+$7.53M
|
+92,568
|
+19%
|
|
