|
1
|
TIAA-CREF Individual & Institutional Services
New York
|
$1.04B
|
-$38.6M
|
-381,800
|
-4%
|
|
|
2
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$516M
|
-$141M
|
-1,388,302
|
-22%
|
|
|
3
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$475M
|
-$143M
|
-1,413,973
|
-24%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$191M
|
-$86.8M
|
-857,937
|
-32%
|
|
|
5
|
AE Wealth Management
Topeka,
Kansas
|
$124M
|
+$7.38M
|
+72,895
|
+7%
|
|
|
6
|
Lido Advisors
Los Angeles,
California
|
$95.9M
|
-$5.55M
|
-54,847
|
-6%
|
|
|
7
|
Proficio Capital Partners
Newton,
Massachusetts
|
$72.9M
|
+$70.1M
|
+692,856
|
New
|
|
|
8
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$59.4M
|
-$11M
|
-108,469
|
-16%
|
|
|
9
|
First Citizens Asset Management
Raleigh,
North Carolina
|
$57.9M
|
+$3.74M
|
+36,913
|
+7%
|
|
|
10
|
Richard P. Slaughter Associates
Austin,
Texas
|
$54M
|
+$2.51M
|
+24,769
|
+5%
|
|
|
11
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$51.8M
|
-$1.25M
|
-12,316
|
-2%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$50.8M
|
-$9.7M
|
-95,793
|
-17%
|
|
|
13
|
SVB Wealth
Boston,
Massachusetts
|
$50.3M
|
+$1.83M
|
+18,046
|
+4%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$44.4M
|
+$3.05M
|
+30,178
|
+8%
|
|
|
15
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$41.5M
|
-$1.38M
|
-13,683
|
-3%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$39.6M
|
+$2.33M
|
+23,012
|
+7%
|
|
|
17
|
Kingdom Financial Group
Peoria,
Arizona
|
$34.2M
|
+$3.37M
|
+33,294
|
+11%
|
|
|
18
|
Sterling Capital Management
Charlotte,
North Carolina
|
$33.3M
|
+$8.07M
|
+79,687
|
+34%
|
|
|
19
|
|
$30.3M
|
+$118K
|
+1,166
|
+0.4%
|
|
|
20
|
RTD Financial Advisors
Philadelphia,
Pennsylvania
|
$29.4M
|
+$1M
|
+9,889
|
+4%
|
|
|
21
|
Bank of America
Charlotte,
North Carolina
|
$28.1M
|
+$2.5M
|
+24,686
|
+10%
|
|
|
22
|
LifeWealth Investments
Winter Garden,
Florida
|
$26.3M
|
+$2.17M
|
+21,414
|
+9%
|
|
|
23
|
Compton Wealth Advisory Group
Virginia Beach,
Virginia
|
$25.3M
|
-$615K
|
-6,079
|
-2%
|
|
|
24
|
JSF Financial
Los Angeles,
California
|
$25.2M
|
-$4.08M
|
-40,331
|
-14%
|
|
|
25
|
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
|
$24.9M
|
-$575K
|
-5,680
|
-2%
|
|
