|
1
|
TIAA FSB
Jacksonville,
Florida
|
$478M
|
-$12.8M
|
-200,896
|
-3%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$287M
|
-$20.8M
|
-325,275
|
-7%
|
|
|
3
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$266M
|
-$18.6M
|
-291,467
|
-7%
|
|
|
4
|
AE Wealth Management
Topeka,
Kansas
|
$117M
|
-$5.14M
|
-80,615
|
-4%
|
|
|
5
|
Truist Financial
Charlotte,
North Carolina
|
$33.6M
|
+$4.46M
|
+69,829
|
+16%
|
|
|
6
|
Mason & Associates (California)
Los Angeles,
California
|
$24.3M
|
-$529K
|
-8,294
|
-2%
|
|
|
7
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$20.7M
|
-$1.3M
|
-20,323
|
-6%
|
|
|
8
|
First Citizens Asset Management
Raleigh,
North Carolina
|
$20.6M
|
-$38.7K
|
-606
|
-0.2%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$19.5M
|
-$705K
|
-11,048
|
-4%
|
|
|
10
|
|
$19.4M
|
+$11.3M
|
+177,449
|
+147%
|
|
|
11
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$15.4M
|
-$498K
|
-7,799
|
-3%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$14.5M
|
-$347K
|
-5,440
|
-2%
|
|
|
13
|
MML Investors Services
Springfield,
Massachusetts
|
$12.6M
|
-$2.7M
|
-42,329
|
-18%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$12.6M
|
+$5.96M
|
+93,348
|
+93%
|
|
|
15
|
Compton Wealth Advisory Group
Virginia Beach,
Virginia
|
$12.1M
|
+$420K
|
+6,584
|
+4%
|
|
|
16
|
NewEdge Advisors
New Orleans,
Louisiana
|
$11.8M
|
+$10.2M
|
+159,575
|
+712%
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$11.6M
|
-$1.92M
|
-30,058
|
-14%
|
|
|
18
|
VOYA Investment Management
Atlanta,
Georgia
|
$10.3M
|
-$343K
|
-5,370
|
-3%
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$9.24M
|
+$2.44M
|
+38,299
|
+37%
|
|
|
20
|
Arcadia Wealth Management (New Hampshire)
Manchester,
New Hampshire
|
$9.11M
|
+$8.95M
|
+140,249
|
New
|
|
|
21
|
Simplicity Wealth
Summit,
New Jersey
|
$8.98M
|
+$8.55M
|
+134,009
|
+3,141%
|
|
|
22
|
Strategic Equity Management
Tucson,
Arizona
|
$8.26M
|
-$310K
|
-4,861
|
-4%
|
|
|
23
|
9258 Wealth Management
Blue Ash,
Ohio
|
$5.64M
|
+$1.18M
|
+18,572
|
+27%
|
|
|
24
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$4.8M
|
-$8.87K
|
-139
|
-0.2%
|
|
|
25
|
Ameriprise
Minneapolis,
Minnesota
|
$4.45M
|
-$73.7K
|
-1,155
|
-2%
|
|
