|
1
|
TIAA FSB
Jacksonville,
Florida
|
$513M
|
+$33.6M
|
+512,615
|
+7%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$395M
|
+$108M
|
+1,646,989
|
+37%
|
|
|
3
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$370M
|
+$104M
|
+1,584,294
|
+39%
|
|
|
4
|
AE Wealth Management
Topeka,
Kansas
|
$118M
|
+$1.09M
|
+16,641
|
+0.9%
|
|
|
5
|
Truist Financial
Charlotte,
North Carolina
|
$34.1M
|
+$370K
|
+5,642
|
+1%
|
|
|
6
|
First Citizens Asset Management
Raleigh,
North Carolina
|
$30.1M
|
+$9.54M
|
+145,376
|
+46%
|
|
|
7
|
Mason & Associates (California)
Los Angeles,
California
|
$24.1M
|
-$329K
|
-5,012
|
-1%
|
|
|
8
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$21.2M
|
+$519K
|
+7,905
|
+2%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$19.1M
|
-$446K
|
-6,801
|
-2%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$14.7M
|
+$201K
|
+3,066
|
+1%
|
|
|
11
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$13M
|
-$2.52M
|
-38,450
|
-16%
|
|
|
12
|
Compton Wealth Advisory Group
Virginia Beach,
Virginia
|
$12.9M
|
+$728K
|
+11,106
|
+6%
|
|
|
13
|
NewEdge Advisors
New Orleans,
Louisiana
|
$12.4M
|
+$523K
|
+7,966
|
+4%
|
|
|
14
|
Simplicity Wealth
Summit,
New Jersey
|
$11.7M
|
+$2.71M
|
+41,367
|
+30%
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$11.5M
|
-$71.3K
|
-1,087
|
-0.6%
|
|
|
16
|
|
$10.6M
|
-$8.89M
|
-135,457
|
-45%
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$9.86M
|
+$604K
|
+9,211
|
+6%
|
|
|
18
|
Arcadia Wealth Management (New Hampshire)
Manchester,
New Hampshire
|
$9.79M
|
+$664K
|
+10,130
|
+7%
|
|
|
19
|
Strategic Equity Management
Tucson,
Arizona
|
$8.59M
|
+$323K
|
+4,928
|
+4%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8.55M
|
-$4.07M
|
-62,053
|
-32%
|
|
|
21
|
Ameriprise
Minneapolis,
Minnesota
|
$7.65M
|
+$3.21M
|
+48,976
|
+72%
|
|
|
22
|
Kestra Private Wealth Services
Austin,
Texas
|
$7.35M
|
+$3.45M
|
+52,524
|
+87%
|
|
|
23
|
9258 Wealth Management
Blue Ash,
Ohio
|
$6.01M
|
+$367K
|
+5,597
|
+6%
|
|
|
24
|
MML Investors Services
Springfield,
Massachusetts
|
$5.59M
|
-$7.12M
|
-108,470
|
-56%
|
|
|
25
|
VOYA Investment Management
Atlanta,
Georgia
|
$3.71M
|
-$6.67M
|
-101,756
|
-64%
|
|
