|
1
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$773M
|
+$64.4M
|
+860,698
|
+9%
|
|
|
2
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$531M
|
-$582K
|
-7,778
|
-0.1%
|
|
|
3
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$498M
|
-$228K
|
-3,052
|
-0%
|
|
|
4
|
AE Wealth Management
Topeka,
Kansas
|
$71.3M
|
+$2.9M
|
+38,814
|
+4%
|
|
|
5
|
Pegasus Partners
Mequon,
Wisconsin
|
$57.7M
|
+$6.55M
|
+87,535
|
+13%
|
|
|
6
|
SVB Wealth
Boston,
Massachusetts
|
$43.3M
|
+$7.29M
|
+97,403
|
+20%
|
|
|
7
|
First Citizens Asset Management
Raleigh,
North Carolina
|
$40.4M
|
-$36.7K
|
-491
|
-0.1%
|
|
|
8
|
Truist Financial
Charlotte,
North Carolina
|
$31M
|
-$1.69M
|
-22,596
|
-5%
|
|
|
9
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$27.8M
|
-$353K
|
-4,721
|
-1%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$27.3M
|
-$5.8M
|
-77,598
|
-18%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$21.4M
|
-$790K
|
-10,565
|
-4%
|
|
|
12
|
Compton Wealth Advisory Group
Virginia Beach,
Virginia
|
$18.9M
|
+$66.7K
|
+891
|
+0.4%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$16.6M
|
+$280K
|
+3,737
|
+2%
|
|
|
14
|
9258 Wealth Management
Blue Ash,
Ohio
|
$14.6M
|
-$967K
|
-12,925
|
-6%
|
|
|
15
|
|
$13.2M
|
-$1.59M
|
-21,189
|
-11%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$13M
|
+$77.7K
|
+1,039
|
+0.6%
|
|
|
17
|
Kingdom Financial Group
Peoria,
Arizona
|
$12.6M
|
+$1.14M
|
+15,304
|
+10%
|
|
|
18
|
Bank of America
Charlotte,
North Carolina
|
$12.1M
|
+$476K
|
+6,358
|
+4%
|
|
|
19
|
NewEdge Advisors
New Orleans,
Louisiana
|
$12M
|
+$378K
|
+5,054
|
+3%
|
|
|
20
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$11.7M
|
-$841K
|
-11,241
|
-7%
|
|
|
21
|
|
$10.9M
|
-$10.7K
|
-143
|
-0.1%
|
|
|
22
|
Kestra Private Wealth Services
Austin,
Texas
|
$10.5M
|
+$25.7K
|
+344
|
+0.2%
|
|
|
23
|
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
|
$10.4M
|
+$1.1M
|
+14,703
|
+12%
|
|
|
24
|
VOYA Investment Management
Atlanta,
Georgia
|
$10.1M
|
+$2.67M
|
+35,655
|
+36%
|
|
|
25
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$8.11M
|
+$8.18M
|
+109,396
|
New
|
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