|
1
|
TIAA FSB
Jacksonville,
Florida
|
$437M
|
+$20.2M
|
+318,292
|
+4%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$274M
|
-$77.1M
|
-1,212,660
|
-20%
|
|
|
3
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$254M
|
-$77M
|
-1,211,683
|
-22%
|
|
|
4
|
AE Wealth Management
Topeka,
Kansas
|
$108M
|
-$6.38M
|
-100,318
|
-5%
|
|
|
5
|
Truist Financial
Charlotte,
North Carolina
|
$25.8M
|
-$5.6M
|
-88,154
|
-16%
|
|
|
6
|
Mason & Associates (California)
Los Angeles,
California
|
$22.1M
|
+$47.1K
|
+741
|
+0.2%
|
|
|
7
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$19.5M
|
+$849K
|
+13,350
|
+4%
|
|
|
8
|
First Citizens Asset Management
Raleigh,
North Carolina
|
$18.3M
|
+$20.1M
|
+316,927
|
New
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$17.9M
|
+$536K
|
+8,436
|
+3%
|
|
|
10
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$14.2M
|
-$715K
|
-11,248
|
-4%
|
|
|
11
|
MML Investors Services
Springfield,
Massachusetts
|
$13.7M
|
+$345K
|
+5,426
|
+2%
|
|
|
12
|
55I LLC
Boston,
Massachusetts
|
$13.3M
|
+$14.6M
|
+230,468
|
New
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$13.2M
|
+$826K
|
+13,002
|
+6%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$12M
|
+$509K
|
+8,014
|
+4%
|
|
|
15
|
Compton Wealth Advisory Group
Virginia Beach,
Virginia
|
$10.4M
|
-$277K
|
-4,355
|
-2%
|
|
|
16
|
VOYA Investment Management
Atlanta,
Georgia
|
$9.47M
|
+$5.8M
|
+91,244
|
+125%
|
|
|
17
|
Strategic Equity Management
Tucson,
Arizona
|
$7.61M
|
+$181K
|
+2,855
|
+2%
|
|
|
18
|
|
$6.99M
|
-$153K
|
-2,415
|
-2%
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$6M
|
+$133K
|
+2,085
|
+2%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.77M
|
+$348K
|
+5,471
|
+6%
|
|
|
21
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$4.28M
|
+$558K
|
+8,776
|
+13%
|
|
|
22
|
Ameriprise
Minneapolis,
Minnesota
|
$4.02M
|
-$75.9K
|
-1,194
|
-2%
|
|
|
23
|
9258 Wealth Management
Blue Ash,
Ohio
|
$3.94M
|
+$2.23M
|
+35,137
|
+106%
|
|
|
24
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3.37M
|
+$2.29M
|
+36,084
|
+162%
|
|
|
25
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$3.03M
|
–
|
–
|
–
|
|
