|
1
|
Bank of America
Charlotte,
North Carolina
|
$2.31B
|
-$314M
|
-3,467,614
|
-12%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$1.05B
|
+$80.8M
|
+891,173
|
+8%
|
|
|
3
|
|
$510M
|
-$31.8M
|
-351,055
|
-6%
|
|
|
4
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$436M
|
+$16.4M
|
+181,325
|
+4%
|
|
|
5
|
SageView Advisory Group
Newport Beach,
California
|
$273M
|
+$17.6M
|
+193,595
|
+7%
|
|
|
6
|
|
$248M
|
+$169M
|
+1,865,509
|
+228%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$245M
|
-$8.81M
|
-97,132
|
-4%
|
|
|
8
|
Phoenix Financial
Givatayim,
Israel
|
$218M
|
-$49.1M
|
-541,700
|
-19%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$167M
|
-$1.54M
|
-17,005
|
-0.9%
|
|
|
10
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$153M
|
+$2.24M
|
+24,671
|
+2%
|
|
|
11
|
Raymond James Financial
St Petersburg,
Florida
|
$142M
|
+$9.2M
|
+101,457
|
+7%
|
|
|
12
|
OpenArc Corporate Advisory
Atlanta,
Georgia
|
$136M
|
+$134M
|
+1,472,130
|
New
|
|
|
13
|
Truist Financial
Charlotte,
North Carolina
|
$135M
|
-$1.29M
|
-14,233
|
-1%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$133M
|
+$5.81M
|
+64,026
|
+5%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$129M
|
+$3.98M
|
+43,894
|
+3%
|
|
|
16
|
|
$123M
|
+$121M
|
+1,333,304
|
New
|
|
|
17
|
Pathstone Holdings
Englewood,
New Jersey
|
$112M
|
-$1.27M
|
-13,989
|
-1%
|
|
|
18
|
|
$99.3M
|
+$2.85M
|
+31,384
|
+3%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$90.7M
|
+$13.6M
|
+150,177
|
+18%
|
|
|
20
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$83.3M
|
-$667K
|
-7,358
|
-0.8%
|
|
|
21
|
Aaron Wealth Advisors
Chicago,
Illinois
|
$80.9M
|
+$6.01M
|
+66,229
|
+8%
|
|
|
22
|
Equitable Holdings
New York
|
$80.3M
|
+$644K
|
+7,106
|
+0.8%
|
|
|
23
|
Ameriprise
Minneapolis,
Minnesota
|
$77.6M
|
-$21.6M
|
-237,800
|
-22%
|
|
|
24
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$71.2M
|
+$394K
|
+4,345
|
+0.6%
|
|
|
25
|
WestHill Financial Advisors
San Rafael,
California
|
$69.4M
|
+$490K
|
+5,403
|
+0.7%
|
|
