|
1
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$862M
|
+$21M
|
+268,894
|
+3%
|
|
|
2
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$557M
|
-$18.4M
|
-235,772
|
-3%
|
|
|
3
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$513M
|
-$26.3M
|
-337,626
|
-5%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$489M
|
+$468M
|
+5,999,758
|
+30,395%
|
|
|
5
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$175M
|
+$168M
|
+2,150,162
|
New
|
|
|
6
|
AE Wealth Management
Topeka,
Kansas
|
$84.6M
|
+$6.87M
|
+88,013
|
+9%
|
|
|
7
|
Pegasus Partners
Mequon,
Wisconsin
|
$69.9M
|
+$6.9M
|
+88,443
|
+11%
|
|
|
8
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$63.8M
|
+$61.3M
|
+785,458
|
New
|
|
|
9
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$63.8M
|
+$61.3M
|
+785,458
|
New
|
|
|
10
|
First Citizens Asset Management
Raleigh,
North Carolina
|
$42.8M
|
-$1.07M
|
-13,699
|
-3%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$35.9M
|
+$30.4M
|
+389,188
|
+744%
|
|
|
12
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$35.8M
|
+$29.1M
|
+373,357
|
+558%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$30.8M
|
+$1.17M
|
+15,012
|
+4%
|
|
|
14
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$30.1M
|
-$2.65K
|
-34
|
-0%
|
|
|
15
|
Principal Securities
Des Moines,
Iowa
|
$28.2M
|
+$27.1M
|
+346,962
|
New
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$24.5M
|
+$1.12M
|
+14,374
|
+5%
|
|
|
17
|
Sterling Capital Management
Charlotte,
North Carolina
|
$19.7M
|
+$18.9M
|
+242,526
|
New
|
|
|
18
|
Compton Wealth Advisory Group
Virginia Beach,
Virginia
|
$19.5M
|
-$946K
|
-12,127
|
-5%
|
|
|
19
|
SVB Wealth
Boston,
Massachusetts
|
$19.3M
|
-$26.6M
|
-341,441
|
-59%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$18M
|
-$81.1K
|
-1,039
|
-0.5%
|
|
|
21
|
Truist Financial
Charlotte,
North Carolina
|
$17.9M
|
-$15.1M
|
-193,536
|
-47%
|
|
|
22
|
Bank of America
Charlotte,
North Carolina
|
$15.8M
|
+$2.58M
|
+33,018
|
+20%
|
|
|
23
|
9258 Wealth Management
Blue Ash,
Ohio
|
$15.8M
|
-$55.8K
|
-715
|
-0.4%
|
|
|
24
|
|
$15.7M
|
+$1.24M
|
+15,888
|
+9%
|
|
|
25
|
MML Investors Services
Springfield,
Massachusetts
|
$15.6M
|
+$10.3M
|
+132,437
|
+220%
|
|
