|
1
|
Bank of America
Charlotte,
North Carolina
|
$2.54B
|
+$72M
|
+823,792
|
+3%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$941M
|
+$29.4M
|
+336,639
|
+3%
|
|
|
3
|
|
$525M
|
+$13.3M
|
+152,564
|
+3%
|
|
|
4
|
Wellington Management Group
Boston,
Massachusetts
|
$471M
|
+$427M
|
+4,894,074
|
+1,284%
|
|
|
5
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$406M
|
+$12.6M
|
+144,549
|
+3%
|
|
|
6
|
Phoenix Financial
Givatayim,
Israel
|
$260M
|
+$254M
|
+2,904,000
|
New
|
|
|
7
|
SageView Advisory Group
Newport Beach,
California
|
$247M
|
-$1.56M
|
-17,899
|
-0.6%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$246M
|
+$4.2M
|
+48,051
|
+2%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$163M
|
-$35.4M
|
-405,367
|
-18%
|
|
|
10
|
Macquarie Group
Sydney, NSW 2000,
Australia
|
$150M
|
+$144M
|
+1,652,030
|
+6,415%
|
|
|
11
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$146M
|
+$3.27M
|
+37,416
|
+2%
|
|
|
12
|
Truist Financial
Charlotte,
North Carolina
|
$132M
|
+$23.7M
|
+271,652
|
+23%
|
|
|
13
|
Raymond James Financial
St Petersburg,
Florida
|
$128M
|
+$2.92M
|
+33,425
|
+2%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$123M
|
-$14M
|
-159,823
|
-10%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$121M
|
-$3.09M
|
-35,366
|
-3%
|
|
|
16
|
Pathstone Holdings
Englewood,
New Jersey
|
$110M
|
-$17.1M
|
-195,759
|
-14%
|
|
|
17
|
Ameriprise
Minneapolis,
Minnesota
|
$96.4M
|
+$22.8M
|
+261,135
|
+32%
|
|
|
18
|
|
$93.4M
|
-$692K
|
-7,918
|
-0.8%
|
|
|
19
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$81.3M
|
+$3.07M
|
+35,161
|
+4%
|
|
|
20
|
Equitable Holdings
New York
|
$77.1M
|
+$1.9M
|
+21,710
|
+3%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$74.1M
|
+$32.8M
|
+375,298
|
+82%
|
|
|
22
|
|
$73.2M
|
+$9.4M
|
+107,572
|
+15%
|
|
|
23
|
Aaron Wealth Advisors
Chicago,
Illinois
|
$72.4M
|
+$6.89M
|
+78,886
|
+11%
|
|
|
24
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$68.6M
|
-$1.4M
|
-16,032
|
-2%
|
|
|
25
|
WestHill Financial Advisors
San Rafael,
California
|
$66.7M
|
+$2.5M
|
+28,633
|
+4%
|
|
