|
1
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$816M
|
-$22.5M
|
-274,238
|
-3%
|
|
|
2
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$487M
|
-$56.3M
|
-687,053
|
-10%
|
|
|
3
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$456M
|
-$44.6M
|
-543,469
|
-9%
|
|
|
4
|
AE Wealth Management
Topeka,
Kansas
|
$84.5M
|
+$2.31M
|
+28,132
|
+3%
|
|
|
5
|
Lido Advisors
Los Angeles,
California
|
$75.6M
|
+$78.4M
|
+956,054
|
New
|
|
|
6
|
SVB Wealth
Boston,
Massachusetts
|
$56.7M
|
+$39.4M
|
+480,181
|
+202%
|
|
|
7
|
First Citizens Asset Management
Raleigh,
North Carolina
|
$38.4M
|
-$3.33M
|
-40,605
|
-8%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$31.4M
|
+$1.5M
|
+18,260
|
+5%
|
|
|
9
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$31M
|
+$1.75M
|
+21,283
|
+6%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$24.4M
|
+$677K
|
+8,262
|
+3%
|
|
|
11
|
Compton Wealth Advisory Group
Virginia Beach,
Virginia
|
$19.5M
|
+$600K
|
+7,318
|
+3%
|
|
|
12
|
Sterling Capital Management
Charlotte,
North Carolina
|
$19.5M
|
+$367K
|
+4,478
|
+2%
|
|
|
13
|
|
$19.1M
|
+$5.51M
|
+67,137
|
+38%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$18M
|
+$530K
|
+6,469
|
+3%
|
|
|
15
|
|
$17.8M
|
+$2.7M
|
+32,924
|
+17%
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$17.6M
|
+$2.28M
|
+27,820
|
+14%
|
|
|
17
|
Truist Financial
Charlotte,
North Carolina
|
$17.2M
|
-$225K
|
-2,747
|
-1%
|
|
|
18
|
Waverly Advisors
Birmingham,
Alabama
|
$15.9M
|
+$16.5M
|
+201,682
|
New
|
|
|
19
|
NewEdge Advisors
New Orleans,
Louisiana
|
$14.1M
|
-$215K
|
-2,623
|
-1%
|
|
|
20
|
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
|
$13.3M
|
+$1.26M
|
+15,382
|
+10%
|
|
|
21
|
Kingdom Financial Group
Peoria,
Arizona
|
$12.9M
|
-$404K
|
-4,925
|
-3%
|
|
|
22
|
Howard Bailey Securities
Fort Wayne,
Indiana
|
$12.6M
|
+$595K
|
+7,262
|
+5%
|
|
|
23
|
Kestra Private Wealth Services
Austin,
Texas
|
$11.8M
|
+$266K
|
+3,240
|
+2%
|
|
|
24
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$11M
|
+$2.23M
|
+27,203
|
+26%
|
|
|
25
|
Wells Fargo
San Francisco,
California
|
$10.6M
|
-$2.99M
|
-36,429
|
-21%
|
|
