|
1
|
Bank of America
Charlotte,
North Carolina
|
$787M
|
-$260M
|
-3,028,428
|
-21%
|
|
|
2
|
Raymond James & Associates
St Petersburg,
Florida
|
$690M
|
+$20M
|
+233,001
|
+2%
|
|
|
3
|
United Services Automobile Association
San Antonio,
Texas
|
$671M
|
+$116M
|
+1,345,490
|
+17%
|
|
|
4
|
|
$431M
|
+$19.8M
|
+230,514
|
+4%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$228M
|
+$592K
|
+6,896
|
+0.2%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$215M
|
-$7.58M
|
-88,231
|
-3%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$210M
|
+$11.3M
|
+131,437
|
+5%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$155M
|
+$25.9M
|
+301,537
|
+16%
|
|
|
9
|
Sullivan, Bruyette, Speros & Blaney
Mclean,
Virginia
|
$153M
|
+$4.6M
|
+53,495
|
+3%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$149M
|
+$9.97M
|
+116,081
|
+6%
|
|
|
11
|
Truist Financial
Charlotte,
North Carolina
|
$127M
|
-$3.78M
|
-44,033
|
-2%
|
|
|
12
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$123M
|
+$20.8M
|
+242,130
|
+16%
|
|
|
13
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$87.2M
|
+$36.8M
|
+427,975
|
+53%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$87.1M
|
-$4.65M
|
-54,116
|
-4%
|
|
|
15
|
Stifel Financial
St. Louis,
Missouri
|
$85M
|
+$1.25M
|
+14,586
|
+1%
|
|
|
16
|
Creative Planning
Overland Park,
Kansas
|
$84.5M
|
+$26M
|
+302,303
|
+34%
|
|
|
17
|
Edge Capital Group
Atlanta,
Georgia
|
$80.5M
|
+$13.6M
|
+158,231
|
+16%
|
|
|
18
|
Veritable
Wilmington,
Delaware
|
$79.2M
|
+$15.7M
|
+182,270
|
+19%
|
|
|
19
|
|
$68.9M
|
+$19.6M
|
+227,817
|
+31%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$68.8M
|
+$182M
|
+2,118,445
|
New
|
|
|
21
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$66.5M
|
-$756K
|
-8,801
|
-0.9%
|
|
|
22
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$58.7M
|
+$12.5M
|
+146,023
|
+21%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$54.1M
|
-$6.18M
|
-71,953
|
-9%
|
|
|
24
|
AssetMark Inc
Concord,
California
|
$53.8M
|
-$2.82M
|
-32,876
|
-4%
|
|
|
25
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$50.6M
|
+$10.1M
|
+117,055
|
+20%
|
|
