|
1
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$723M
|
+$37.9M
|
+523,805
|
+6%
|
|
|
2
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$542M
|
+$71M
|
+982,341
|
+16%
|
|
|
3
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$508M
|
+$66.6M
|
+920,968
|
+16%
|
|
|
4
|
AE Wealth Management
Topeka,
Kansas
|
$69.7M
|
-$69.1M
|
-955,547
|
-51%
|
|
|
5
|
Pegasus Partners
Mequon,
Wisconsin
|
$52.2M
|
+$3.39M
|
+46,925
|
+7%
|
|
|
6
|
First Citizens Asset Management
Raleigh,
North Carolina
|
$41.2M
|
+$5.31M
|
+73,451
|
+16%
|
|
|
7
|
SVB Wealth
Boston,
Massachusetts
|
$36.8M
|
+$17.1M
|
+236,257
|
+96%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$33.7M
|
+$22.2M
|
+306,888
|
+227%
|
|
|
9
|
Truist Financial
Charlotte,
North Carolina
|
$33.3M
|
-$263K
|
-3,633
|
-0.8%
|
|
|
10
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$28.7M
|
+$27.2M
|
+375,659
|
New
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$22.7M
|
+$553K
|
+7,653
|
+3%
|
|
|
12
|
Compton Wealth Advisory Group
Virginia Beach,
Virginia
|
$19.2M
|
+$132K
|
+1,826
|
+0.7%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$16.7M
|
-$721K
|
-9,973
|
-4%
|
|
|
14
|
9258 Wealth Management
Blue Ash,
Ohio
|
$15.9M
|
+$378K
|
+5,221
|
+3%
|
|
|
15
|
|
$15.1M
|
-$421K
|
-5,822
|
-3%
|
|
|
16
|
Simplicity Wealth
Summit,
New Jersey
|
$13.8M
|
+$978K
|
+13,528
|
+8%
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$13.2M
|
+$519K
|
+7,172
|
+4%
|
|
|
18
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$12.8M
|
-$2.4M
|
-33,185
|
-17%
|
|
|
19
|
NewEdge Advisors
New Orleans,
Louisiana
|
$11.9M
|
-$3.52M
|
-48,712
|
-24%
|
|
|
20
|
Bank of America
Charlotte,
North Carolina
|
$11.8M
|
-$2.36M
|
-32,619
|
-17%
|
|
|
21
|
Kingdom Financial Group
Peoria,
Arizona
|
$11.7M
|
+$3.98M
|
+54,999
|
+56%
|
|
|
22
|
|
$11.1M
|
+$313K
|
+4,327
|
+3%
|
|
|
23
|
Kestra Private Wealth Services
Austin,
Texas
|
$10.6M
|
+$114K
|
+1,577
|
+1%
|
|
|
24
|
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
|
$9.47M
|
+$2.59M
|
+35,799
|
+41%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8.48M
|
+$645K
|
+8,917
|
+9%
|
|
