|
1
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$590M
|
+$613M
|
+9,028,355
|
New
|
|
|
2
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$440M
|
+$457M
|
+6,733,979
|
New
|
|
|
3
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$415M
|
-$35.1M
|
-517,013
|
-8%
|
|
|
4
|
AE Wealth Management
Topeka,
Kansas
|
$112M
|
-$2.67M
|
-39,312
|
-2%
|
|
|
5
|
Truist Financial
Charlotte,
North Carolina
|
$33.9M
|
-$355K
|
-5,227
|
-1%
|
|
|
6
|
First Citizens Asset Management
Raleigh,
North Carolina
|
$33.8M
|
-$3.08M
|
-45,429
|
-8%
|
|
|
7
|
Mason & Associates (California)
Los Angeles,
California
|
$22.7M
|
-$1.06M
|
-15,601
|
-4%
|
|
|
8
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$22.1M
|
-$166K
|
-2,447
|
-0.7%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$18.7M
|
-$229K
|
-3,369
|
-1%
|
|
|
10
|
Pegasus Partners
Mequon,
Wisconsin
|
$18.3M
|
+$16.3M
|
+240,111
|
+604%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$15M
|
+$373K
|
+5,497
|
+2%
|
|
|
12
|
NewEdge Advisors
New Orleans,
Louisiana
|
$14.9M
|
+$4.11M
|
+60,626
|
+36%
|
|
|
13
|
Compton Wealth Advisory Group
Virginia Beach,
Virginia
|
$14.7M
|
+$1.67M
|
+24,678
|
+12%
|
|
|
14
|
9258 Wealth Management
Blue Ash,
Ohio
|
$12.2M
|
+$1.11M
|
+16,374
|
+10%
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$12.1M
|
+$413K
|
+6,080
|
+3%
|
|
|
16
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$12.1M
|
-$144K
|
-2,123
|
-1%
|
|
|
17
|
Simplicity Wealth
Summit,
New Jersey
|
$11.6M
|
+$111K
|
+1,632
|
+0.9%
|
|
|
18
|
HighTower Advisors
Chicago,
Illinois
|
$10.8M
|
+$7.66M
|
+112,907
|
+216%
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$10.4M
|
+$345K
|
+5,081
|
+3%
|
|
|
20
|
Strategic Equity Management
Tucson,
Arizona
|
$9.46M
|
+$710K
|
+10,468
|
+8%
|
|
|
21
|
|
$9.23M
|
-$863K
|
-12,713
|
-8%
|
|
|
22
|
Ameriprise
Minneapolis,
Minnesota
|
$8.46M
|
+$736K
|
+10,842
|
+9%
|
|
|
23
|
Kestra Private Wealth Services
Austin,
Texas
|
$8.37M
|
+$285K
|
+4,201
|
+3%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.8M
|
-$70.9K
|
-1,045
|
-1%
|
|
|
25
|
Kingdom Financial Group
Peoria,
Arizona
|
$6.67M
|
-$55.2K
|
-813
|
-0.8%
|
|
