|
1
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$1.07B
|
-$41.7M
|
-485,461
|
-4%
|
|
|
2
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$548M
|
-$28.3M
|
-329,613
|
-5%
|
|
|
3
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$519M
|
-$25.9M
|
-301,583
|
-5%
|
|
|
4
|
AE Wealth Management
Topeka,
Kansas
|
$92.1M
|
+$2.62M
|
+30,557
|
+3%
|
|
|
5
|
Lido Advisors
Los Angeles,
California
|
$87.3M
|
-$523K
|
-6,093
|
-0.6%
|
|
|
6
|
SVB Wealth
Boston,
Massachusetts
|
$48M
|
+$1.12M
|
+13,108
|
+2%
|
|
|
7
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$42.8M
|
+$1.36M
|
+15,868
|
+3%
|
|
|
8
|
First Citizens Asset Management
Raleigh,
North Carolina
|
$42.7M
|
-$2.42M
|
-28,207
|
-5%
|
|
|
9
|
First Citizens Investor Services
Raleigh,
North Carolina
|
$38.8M
|
+$37.9M
|
+441,747
|
New
|
|
|
10
|
Richard P. Slaughter Associates
Austin,
Texas
|
$35.6M
|
-$8.9M
|
-103,678
|
-20%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$29.3M
|
+$2.97M
|
+34,617
|
+12%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$27.8M
|
+$1.15M
|
+13,366
|
+4%
|
|
|
13
|
JSF Financial
Los Angeles,
California
|
$24.2M
|
+$1.63M
|
+19,016
|
+7%
|
|
|
14
|
|
$22.9M
|
-$1.16M
|
-13,507
|
-5%
|
|
|
15
|
Sterling Capital Management
Charlotte,
North Carolina
|
$21.9M
|
+$948K
|
+11,048
|
+5%
|
|
|
16
|
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
|
$21.9M
|
+$2.36M
|
+27,466
|
+12%
|
|
|
17
|
Compton Wealth Advisory Group
Virginia Beach,
Virginia
|
$21.6M
|
-$175K
|
-2,038
|
-0.8%
|
|
|
18
|
Bank of America
Charlotte,
North Carolina
|
$20.9M
|
+$2.49M
|
+29,001
|
+14%
|
|
|
19
|
Waverly Advisors
Birmingham,
Alabama
|
$18.2M
|
+$394K
|
+4,593
|
+2%
|
|
|
20
|
|
$16.3M
|
+$298K
|
+3,474
|
+2%
|
|
|
21
|
Truist Financial
Charlotte,
North Carolina
|
$16.2M
|
-$193K
|
-2,244
|
-1%
|
|
|
22
|
Howard Bailey Securities
Fort Wayne,
Indiana
|
$16M
|
+$825K
|
+9,616
|
+6%
|
|
|
23
|
LifeWealth Investments
Winter Garden,
Florida
|
$15.7M
|
+$1.58M
|
+18,441
|
+12%
|
|
|
24
|
Kestra Private Wealth Services
Austin,
Texas
|
$15.3M
|
+$508K
|
+5,923
|
+4%
|
|
|
25
|
NewEdge Advisors
New Orleans,
Louisiana
|
$14.6M
|
-$256K
|
-2,983
|
-2%
|
|
