|
1
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$628M
|
-$5.26M
|
-79,216
|
-0.9%
|
|
|
2
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$429M
|
-$41M
|
-617,855
|
-9%
|
|
|
3
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$402M
|
-$40.3M
|
-607,331
|
-10%
|
|
|
4
|
AE Wealth Management
Topeka,
Kansas
|
$133M
|
+$9.97M
|
+150,269
|
+9%
|
|
|
5
|
Pegasus Partners
Mequon,
Wisconsin
|
$44.7M
|
+$23.7M
|
+357,165
|
+128%
|
|
|
6
|
First Citizens Asset Management
Raleigh,
North Carolina
|
$32.8M
|
-$3.37M
|
-50,837
|
-10%
|
|
|
7
|
Truist Financial
Charlotte,
North Carolina
|
$30.9M
|
-$5.15M
|
-77,650
|
-15%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$20.3M
|
+$261K
|
+3,941
|
+1%
|
|
|
9
|
Compton Wealth Advisory Group
Virginia Beach,
Virginia
|
$17.5M
|
+$1.67M
|
+25,118
|
+11%
|
|
|
10
|
SVB Wealth
Boston,
Massachusetts
|
$17.2M
|
+$15.5M
|
+233,898
|
+2,010%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$16M
|
-$38.9K
|
-586
|
-0.3%
|
|
|
12
|
NewEdge Advisors
New Orleans,
Louisiana
|
$14.4M
|
-$1.57M
|
-23,739
|
-10%
|
|
|
13
|
|
$14.3M
|
+$9.7M
|
+146,227
|
+254%
|
|
|
14
|
9258 Wealth Management
Blue Ash,
Ohio
|
$14.2M
|
+$1.02M
|
+15,429
|
+8%
|
|
|
15
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$14.1M
|
+$1.01M
|
+15,225
|
+8%
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$13.2M
|
+$163K
|
+2,456
|
+1%
|
|
|
17
|
Simplicity Wealth
Summit,
New Jersey
|
$11.8M
|
-$620K
|
-9,341
|
-5%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$11.7M
|
+$457K
|
+6,893
|
+4%
|
|
|
19
|
|
$9.89M
|
-$13.8K
|
-208
|
-0.1%
|
|
|
20
|
Kestra Private Wealth Services
Austin,
Texas
|
$9.67M
|
+$650K
|
+9,799
|
+8%
|
|
|
21
|
Ameriprise
Minneapolis,
Minnesota
|
$9.48M
|
+$365K
|
+5,496
|
+4%
|
|
|
22
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$7.22M
|
+$5.45M
|
+82,195
|
+397%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.17M
|
-$126K
|
-1,905
|
-2%
|
|
|
24
|
Kingdom Financial Group
Peoria,
Arizona
|
$6.9M
|
-$243K
|
-3,662
|
-4%
|
|
|
25
|
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
|
$6.18M
|
+$2.27M
|
+34,148
|
+63%
|
|
