|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$310M
|
+$128M
|
+2,340,546
|
+78%
|
|
|
2
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$286M
|
+$121M
|
+2,211,713
|
+81%
|
|
|
3
|
AE Wealth Management
Topeka,
Kansas
|
$128M
|
+$4.11M
|
+75,226
|
+4%
|
|
|
4
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$125M
|
+$2.08M
|
+38,003
|
+2%
|
|
|
5
|
TIAA FSB
Jacksonville,
Florida
|
$116M
|
+$2.04M
|
+37,391
|
+2%
|
|
|
6
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$33.7M
|
-$3.95M
|
-72,333
|
-11%
|
|
|
7
|
Truist Financial
Charlotte,
North Carolina
|
$29.3M
|
+$10.4M
|
+190,004
|
+60%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$20.9M
|
+$121K
|
+2,205
|
+0.6%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$18.6M
|
-$28.7M
|
-524,409
|
-62%
|
|
|
10
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$14.7M
|
+$1.59M
|
+29,101
|
+13%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8.79M
|
+$519K
|
+9,495
|
+7%
|
|
|
12
|
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
|
$8.37M
|
-$269K
|
-4,920
|
-3%
|
|
|
13
|
Compton Wealth Advisory Group
Virginia Beach,
Virginia
|
$8.14M
|
+$680K
|
+12,445
|
+10%
|
|
|
14
|
MML Investors Services
Springfield,
Massachusetts
|
$7.68M
|
+$958K
|
+17,529
|
+15%
|
|
|
15
|
|
$4.51M
|
+$892K
|
+16,325
|
+27%
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$4.41M
|
-$1.41M
|
-25,866
|
-25%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.96M
|
+$2.88M
|
+52,609
|
+333%
|
|
|
18
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$3.85M
|
+$22.3K
|
+408
|
+0.6%
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$3.3M
|
+$326K
|
+5,960
|
+12%
|
|
|
20
|
Cetera Advisor Networks
El Segundo,
California
|
$3.18M
|
+$435K
|
+7,962
|
+17%
|
|
|
21
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.98M
|
+$904K
|
+16,532
|
+94%
|
|
|
22
|
Oppenheimer & Co
New York
|
$1.87M
|
+$24.9K
|
+456
|
+1%
|
|
|
23
|
|
$1.76M
|
-$378K
|
-6,919
|
-19%
|
|
|
24
|
HighTower Advisors
Chicago,
Illinois
|
$1.75M
|
+$96.7K
|
+1,769
|
+6%
|
|
|
25
|
Ashton Thomas Private Wealth
Scottsdale,
Arizona
|
$1.53M
|
+$1.45M
|
+26,510
|
New
|
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