|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$318M
|
-$29.5M
|
-430,883
|
-9%
|
|
|
2
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$293M
|
-$24.8M
|
-362,242
|
-8%
|
|
|
3
|
TIAA FSB
Jacksonville,
Florida
|
$290M
|
+$6.07M
|
+88,701
|
+2%
|
|
|
4
|
AE Wealth Management
Topeka,
Kansas
|
$169M
|
-$317K
|
-4,631
|
-0.2%
|
|
|
5
|
Truist Financial
Charlotte,
North Carolina
|
$42.8M
|
+$4.57M
|
+66,768
|
+12%
|
|
|
6
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$21.5M
|
+$802K
|
+11,720
|
+4%
|
|
|
7
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$21M
|
-$1.79M
|
-26,212
|
-8%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$18.7M
|
-$376K
|
-5,495
|
-2%
|
|
|
9
|
Mason & Associates (California)
Los Angeles,
California
|
$15.9M
|
+$15.5M
|
+226,955
|
New
|
|
|
10
|
MML Investors Services
Springfield,
Massachusetts
|
$14.7M
|
+$882K
|
+12,899
|
+7%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$14.5M
|
+$3.44M
|
+50,260
|
+32%
|
|
|
12
|
Compton Wealth Advisory Group
Virginia Beach,
Virginia
|
$12.6M
|
+$859K
|
+12,560
|
+8%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$12.2M
|
-$192K
|
-2,804
|
-2%
|
|
|
14
|
VOYA Investment Management
Atlanta,
Georgia
|
$9.63M
|
+$4.99M
|
+73,002
|
+113%
|
|
|
15
|
|
$9.05M
|
+$596K
|
+8,714
|
+7%
|
|
|
16
|
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
|
$7.45M
|
-$753K
|
-11,013
|
-9%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.42M
|
+$19.8K
|
+289
|
+0.3%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$6.35M
|
+$181K
|
+2,644
|
+3%
|
|
|
19
|
Ameriprise
Minneapolis,
Minnesota
|
$4.88M
|
-$5.75K
|
-84
|
-0.1%
|
|
|
20
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$4.23M
|
+$70.8K
|
+1,035
|
+2%
|
|
|
21
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3.43M
|
+$3.11M
|
+45,454
|
+1,281%
|
|
|
22
|
HighTower Advisors
Chicago,
Illinois
|
$2.75M
|
+$52.4K
|
+766
|
+2%
|
|
|
23
|
LPL Financial
San Diego,
California
|
$2.48M
|
-$18.3K
|
-268
|
-0.8%
|
|
|
24
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.33M
|
+$455K
|
+6,647
|
+25%
|
|
|
25
|
Oppenheimer & Co
New York
|
$2.33M
|
-$4.17K
|
-61
|
-0.2%
|
|
