|
1
|
TIAA FSB
Jacksonville,
Florida
|
$548M
|
+$16.1M
|
+244,351
|
+3%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$495M
|
+$83.6M
|
+1,270,994
|
+21%
|
|
|
3
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$463M
|
+$77.1M
|
+1,172,468
|
+21%
|
|
|
4
|
AE Wealth Management
Topeka,
Kansas
|
$119M
|
-$3.5M
|
-53,182
|
-3%
|
|
|
5
|
First Citizens Asset Management
Raleigh,
North Carolina
|
$38M
|
+$6.67M
|
+101,495
|
+22%
|
|
|
6
|
Truist Financial
Charlotte,
North Carolina
|
$35.3M
|
-$460
|
-7
|
-0%
|
|
|
7
|
Mason & Associates (California)
Los Angeles,
California
|
$24.5M
|
-$430K
|
-6,537
|
-2%
|
|
|
8
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$23M
|
+$980K
|
+14,902
|
+5%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$19.5M
|
-$281K
|
-4,269
|
-1%
|
|
|
10
|
VOYA Investment Management
Atlanta,
Georgia
|
$15.7M
|
+$11.5M
|
+175,524
|
+308%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$15.1M
|
-$139K
|
-2,110
|
-0.9%
|
|
|
12
|
Compton Wealth Advisory Group
Virginia Beach,
Virginia
|
$13.5M
|
+$104K
|
+1,588
|
+0.8%
|
|
|
13
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$12.6M
|
-$786K
|
-11,953
|
-6%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$12.1M
|
+$173K
|
+2,636
|
+1%
|
|
|
15
|
Simplicity Wealth
Summit,
New Jersey
|
$11.8M
|
-$283K
|
-4,305
|
-2%
|
|
|
16
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$11.8M
|
+$11.5M
|
+175,338
|
New
|
|
|
17
|
9258 Wealth Management
Blue Ash,
Ohio
|
$11.5M
|
+$5.16M
|
+78,487
|
+85%
|
|
|
18
|
NewEdge Advisors
New Orleans,
Louisiana
|
$11.3M
|
-$1.48M
|
-22,557
|
-12%
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$10.4M
|
+$178K
|
+2,707
|
+2%
|
|
|
20
|
|
$10.4M
|
-$603K
|
-9,172
|
-6%
|
|
|
21
|
Strategic Equity Management
Tucson,
Arizona
|
$9.05M
|
+$146K
|
+2,222
|
+2%
|
|
|
22
|
Kestra Private Wealth Services
Austin,
Texas
|
$8.35M
|
+$718K
|
+10,914
|
+10%
|
|
|
23
|
Ameriprise
Minneapolis,
Minnesota
|
$8.01M
|
+$84K
|
+1,277
|
+1%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.09M
|
-$1.72M
|
-26,187
|
-20%
|
|
|
25
|
Kingdom Financial Group
Peoria,
Arizona
|
$6.94M
|
+$6.76M
|
+102,860
|
New
|
|
