|
1
|
TIAA FSB
Jacksonville,
Florida
|
$448M
|
+$174M
|
+2,643,412
|
+57%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$368M
|
+$98.1M
|
+1,488,096
|
+33%
|
|
|
3
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$346M
|
+$94.7M
|
+1,435,834
|
+34%
|
|
|
4
|
AE Wealth Management
Topeka,
Kansas
|
$122M
|
-$21.1M
|
-319,484
|
-14%
|
|
|
5
|
Truist Financial
Charlotte,
North Carolina
|
$33.1M
|
-$1.27M
|
-19,190
|
-3%
|
|
|
6
|
Mason & Associates (California)
Los Angeles,
California
|
$23.6M
|
+$10.1M
|
+153,601
|
+67%
|
|
|
7
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$20.1M
|
+$1.07M
|
+16,251
|
+5%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$18.7M
|
+$2.09M
|
+31,653
|
+12%
|
|
|
9
|
Proficio Capital Partners
Newton,
Massachusetts
|
$16M
|
+$202M
|
+3,069,470
|
+1,158%
|
|
|
10
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$15.9M
|
-$381K
|
-5,782
|
-2%
|
|
|
11
|
MML Investors Services
Springfield,
Massachusetts
|
$14.3M
|
+$1.35M
|
+20,505
|
+10%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$13.3M
|
+$198K
|
+2,996
|
+1%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$12.3M
|
+$731K
|
+11,081
|
+6%
|
|
|
14
|
Compton Wealth Advisory Group
Virginia Beach,
Virginia
|
$11.4M
|
-$256K
|
-3,876
|
-2%
|
|
|
15
|
Wexford Capital
West Palm Beach,
Florida
|
$7.99M
|
–
|
–
|
–
|
|
|
16
|
Strategic Equity Management
Tucson,
Arizona
|
$7.97M
|
+$8.51M
|
+129,079
|
New
|
|
|
17
|
|
$7.63M
|
+$228K
|
+3,451
|
+3%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$6.29M
|
+$470K
|
+7,121
|
+8%
|
|
|
19
|
Hilltop Holdings
Dallas,
Texas
|
$6.19M
|
+$553K
|
+8,392
|
+9%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.84M
|
+$71.7K
|
+1,087
|
+1%
|
|
|
21
|
VOYA Investment Management
Atlanta,
Georgia
|
$4.5M
|
-$754K
|
-11,432
|
-14%
|
|
|
22
|
Ameriprise
Minneapolis,
Minnesota
|
$4.38M
|
+$19.7K
|
+299
|
+0.4%
|
|
|
23
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$4.03M
|
+$4.31M
|
+65,304
|
New
|
|
|
24
|
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
|
$3.52M
|
-$2.23M
|
-33,780
|
-37%
|
|
|
25
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$3.24M
|
–
|
–
|
–
|
|
