|
1
|
UBS Group
Zurich,
Switzerland
|
$2.94B
|
+$2.75B
|
+28,657,725
|
+1,080%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$2.45B
|
+$1.42B
|
+14,733,438
|
+129%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$2.16B
|
-$194M
|
-2,019,282
|
-8%
|
|
|
4
|
|
$618M
|
+$506M
|
+5,262,552
|
+395%
|
|
|
5
|
TIAA-CREF Individual & Institutional Services
New York
|
$542M
|
+$556M
|
+5,784,848
|
New
|
|
|
6
|
|
$539M
|
+$21.2M
|
+220,606
|
+4%
|
|
|
7
|
Creative Planning
Overland Park,
Kansas
|
$280M
|
+$280M
|
+2,915,374
|
+3,945%
|
|
|
8
|
SageView Advisory Group
Newport Beach,
California
|
$278M
|
+$1.34M
|
+13,929
|
+0.5%
|
|
|
9
|
|
$222M
|
-$30.3M
|
-315,190
|
-12%
|
|
|
10
|
Phoenix Financial
Givatayim,
Israel
|
$221M
|
–
|
–
|
–
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$210M
|
+$41.7M
|
+433,821
|
+24%
|
|
|
12
|
OpenArc Corporate Advisory
Atlanta,
Georgia
|
$171M
|
+$33.6M
|
+349,070
|
+24%
|
|
|
13
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$161M
|
+$5.79M
|
+60,226
|
+4%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$147M
|
+$16M
|
+166,899
|
+12%
|
|
|
15
|
Raymond James Financial
St Petersburg,
Florida
|
$145M
|
+$1.28M
|
+13,283
|
+0.9%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$140M
|
+$4.57M
|
+47,589
|
+3%
|
|
|
17
|
Equitable Holdings
New York
|
$139M
|
+$6.46M
|
+67,226
|
+8%
|
|
|
18
|
Truist Financial
Charlotte,
North Carolina
|
$128M
|
-$8.75M
|
-91,010
|
-6%
|
|
|
19
|
Pathstone Holdings
Englewood,
New Jersey
|
$112M
|
-$1.78M
|
-18,511
|
-2%
|
|
|
20
|
Ameriprise
Minneapolis,
Minnesota
|
$110M
|
+$32.3M
|
+335,780
|
+40%
|
|
|
21
|
Aaron Wealth Advisors
Chicago,
Illinois
|
$102M
|
+$20.2M
|
+210,367
|
+24%
|
|
|
22
|
|
$97.9M
|
-$3.01M
|
-31,356
|
-3%
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$90.4M
|
-$1.77M
|
-18,453
|
-2%
|
|
|
24
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$85.9M
|
+$1.29M
|
+13,401
|
+1%
|
|
|
25
|
WestHill Financial Advisors
San Rafael,
California
|
$70.3M
|
-$162K
|
-1,690
|
-0.2%
|
|
