|
1
|
TIAA FSB
Jacksonville,
Florida
|
$320M
|
+$31.4M
|
+454,275
|
+11%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$312M
|
-$4.75M
|
-68,651
|
-2%
|
|
|
3
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$290M
|
-$1.32M
|
-19,135
|
-0.5%
|
|
|
4
|
AE Wealth Management
Topeka,
Kansas
|
$160M
|
-$7.9M
|
-114,256
|
-5%
|
|
|
5
|
Truist Financial
Charlotte,
North Carolina
|
$38.7M
|
-$3.8M
|
-54,994
|
-9%
|
|
|
6
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$21.5M
|
+$147K
|
+2,123
|
+0.7%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$18.9M
|
+$256K
|
+3,707
|
+1%
|
|
|
8
|
Proficio Capital Partners
Newton,
Massachusetts
|
$18.3M
|
+$18.3M
|
+265,108
|
New
|
|
|
9
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$18.3M
|
-$2.56M
|
-36,966
|
-12%
|
|
|
10
|
Mason & Associates (California)
Los Angeles,
California
|
$15.9M
|
+$105K
|
+1,520
|
+0.7%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$14.8M
|
+$315K
|
+4,554
|
+2%
|
|
|
12
|
MML Investors Services
Springfield,
Massachusetts
|
$14.7M
|
+$65.6K
|
+949
|
+0.5%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$13.1M
|
+$1.01M
|
+14,630
|
+8%
|
|
|
14
|
Compton Wealth Advisory Group
Virginia Beach,
Virginia
|
$13.1M
|
+$618K
|
+8,947
|
+5%
|
|
|
15
|
Wexford Capital
West Palm Beach,
Florida
|
$9.01M
|
+$8.94M
|
+129,296
|
New
|
|
|
16
|
|
$8.36M
|
-$623K
|
-9,019
|
-7%
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$6.6M
|
+$285K
|
+4,116
|
+5%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.51M
|
+$127K
|
+1,833
|
+2%
|
|
|
19
|
Hilltop Holdings
Dallas,
Texas
|
$6.4M
|
+$6.35M
|
+91,821
|
New
|
|
|
20
|
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
|
$6.32M
|
-$1.08M
|
-15,588
|
-15%
|
|
|
21
|
VOYA Investment Management
Atlanta,
Georgia
|
$5.87M
|
-$3.67M
|
-53,093
|
-39%
|
|
|
22
|
Ameriprise
Minneapolis,
Minnesota
|
$4.91M
|
+$63K
|
+912
|
+1%
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.66M
|
-$118K
|
-1,710
|
-7%
|
|
|
24
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$3.66M
|
-$548K
|
-7,923
|
-13%
|
|
|
25
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3.21M
|
-$197K
|
-2,851
|
-6%
|
|
