|
1
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$1.06B
|
+$119M
|
+1,472,920
|
+13%
|
|
|
2
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$553M
|
+$23.9M
|
+297,060
|
+5%
|
|
|
3
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$523M
|
+$29.4M
|
+365,856
|
+6%
|
|
|
4
|
AE Wealth Management
Topeka,
Kansas
|
$85.7M
|
+$464K
|
+5,763
|
+0.6%
|
|
|
5
|
Lido Advisors
Los Angeles,
California
|
$84.2M
|
-$2.95M
|
-36,690
|
-4%
|
|
|
6
|
SVB Wealth
Boston,
Massachusetts
|
$44.8M
|
+$42.9M
|
+532,559
|
New
|
|
|
7
|
First Citizens Asset Management
Raleigh,
North Carolina
|
$43.3M
|
+$2.21M
|
+27,525
|
+6%
|
|
|
8
|
Richard P. Slaughter Associates
Austin,
Texas
|
$42.9M
|
+$7.41M
|
+92,112
|
+22%
|
|
|
9
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$39.7M
|
+$4.04M
|
+50,158
|
+12%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$25.5M
|
+$83.6K
|
+1,039
|
+0.3%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$25.1M
|
-$4.59M
|
-57,045
|
-16%
|
|
|
12
|
|
$23.1M
|
+$1.72M
|
+21,382
|
+8%
|
|
|
13
|
JSF Financial
Los Angeles,
California
|
$21.6M
|
+$211K
|
+2,625
|
+1%
|
|
|
14
|
Compton Wealth Advisory Group
Virginia Beach,
Virginia
|
$20.9M
|
+$99.5K
|
+1,237
|
+0.5%
|
|
|
15
|
Sterling Capital Management
Charlotte,
North Carolina
|
$20.1M
|
+$26.1K
|
+324
|
+0.1%
|
|
|
16
|
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
|
$18.7M
|
+$2.51M
|
+31,227
|
+16%
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$17.5M
|
-$1.36M
|
-16,945
|
-8%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$17.1M
|
-$2.27M
|
-28,248
|
-12%
|
|
|
19
|
Waverly Advisors
Birmingham,
Alabama
|
$17.1M
|
-$94.8K
|
-1,178
|
-0.6%
|
|
|
20
|
Truist Financial
Charlotte,
North Carolina
|
$15.7M
|
-$53.8K
|
-668
|
-0.4%
|
|
|
21
|
Simplicity Wealth
Summit,
New Jersey
|
$15.5M
|
+$6.81M
|
+84,639
|
+86%
|
|
|
22
|
|
$15.3M
|
-$891K
|
-11,072
|
-6%
|
|
|
23
|
Howard Bailey Securities
Fort Wayne,
Indiana
|
$14.5M
|
+$319K
|
+3,968
|
+2%
|
|
|
24
|
NewEdge Advisors
New Orleans,
Louisiana
|
$14.3M
|
-$70.1K
|
-871
|
-0.5%
|
|
|
25
|
Kestra Private Wealth Services
Austin,
Texas
|
$14.2M
|
+$1.21M
|
+15,045
|
+10%
|
|
