|
1
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$917M
|
+$68.3M
|
+830,075
|
+8%
|
|
|
2
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$515M
|
+$8.5M
|
+103,328
|
+2%
|
|
|
3
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$480M
|
+$5.87M
|
+71,367
|
+1%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$336M
|
+$332M
|
+4,039,920
|
+8,894%
|
|
|
5
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$103M
|
+$103M
|
+1,250,520
|
New
|
|
|
6
|
Lido Advisors
Los Angeles,
California
|
$85.2M
|
+$6.6M
|
+80,175
|
+8%
|
|
|
7
|
AE Wealth Management
Topeka,
Kansas
|
$83.1M
|
-$4.7M
|
-57,108
|
-5%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$51.3M
|
+$44.7M
|
+543,939
|
+672%
|
|
|
9
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$45.5M
|
+$45.6M
|
+553,731
|
New
|
|
|
10
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$45.5M
|
+$45.6M
|
+553,731
|
New
|
|
|
11
|
First Citizens Asset Management
Raleigh,
North Carolina
|
$40M
|
+$118K
|
+1,430
|
+0.3%
|
|
|
12
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$34.6M
|
+$2.39M
|
+29,087
|
+7%
|
|
|
13
|
Richard P. Slaughter Associates
Austin,
Texas
|
$34.3M
|
+$26.8M
|
+325,201
|
+354%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$29.2M
|
-$3.46M
|
-42,083
|
-11%
|
|
|
15
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$28.3M
|
+$22.8M
|
+277,022
|
+409%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$24.8M
|
-$572K
|
-6,956
|
-2%
|
|
|
17
|
JSF Financial
Los Angeles,
California
|
$20.9M
|
+$20M
|
+242,645
|
+2,082%
|
|
|
18
|
|
$20.8M
|
+$2.27M
|
+27,556
|
+12%
|
|
|
19
|
Compton Wealth Advisory Group
Virginia Beach,
Virginia
|
$20.3M
|
-$62.4K
|
-758
|
-0.3%
|
|
|
20
|
Sterling Capital Management
Charlotte,
North Carolina
|
$19.6M
|
-$725K
|
-8,814
|
-4%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$19.1M
|
+$345K
|
+4,195
|
+2%
|
|
|
22
|
Bank of America
Charlotte,
North Carolina
|
$18.5M
|
+$239K
|
+2,902
|
+1%
|
|
|
23
|
Waverly Advisors
Birmingham,
Alabama
|
$16.8M
|
+$210K
|
+2,555
|
+1%
|
|
|
24
|
|
$15.8M
|
-$4.07M
|
-49,436
|
-20%
|
|
|
25
|
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
|
$15.6M
|
+$1.87M
|
+22,747
|
+14%
|
|
