|
1
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$1.13B
|
+$17.8M
|
+198,318
|
+2%
|
|
|
2
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$582M
|
+$8.41M
|
+93,664
|
+2%
|
|
|
3
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$550M
|
+$6.93M
|
+77,178
|
+1%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$283M
|
+$270M
|
+3,003,153
|
+3,723%
|
|
|
5
|
AE Wealth Management
Topeka,
Kansas
|
$99.3M
|
+$2.98M
|
+33,150
|
+3%
|
|
|
6
|
Lido Advisors
Los Angeles,
California
|
$89.3M
|
-$1.77M
|
-19,777
|
-2%
|
|
|
7
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$66.3M
|
+$64.8M
|
+722,045
|
New
|
|
|
8
|
LPL Financial
San Diego,
California
|
$58.9M
|
+$49.9M
|
+555,928
|
+655%
|
|
|
9
|
SVB Wealth
Boston,
Massachusetts
|
$46.7M
|
-$3.34M
|
-37,261
|
-7%
|
|
|
10
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$46.5M
|
+$1.67M
|
+18,599
|
+4%
|
|
|
11
|
First Citizens Asset Management
Raleigh,
North Carolina
|
$44.8M
|
+$103K
|
+1,153
|
+0.2%
|
|
|
12
|
First Citizens Investor Services
Raleigh,
North Carolina
|
$40.7M
|
+$108K
|
+1,206
|
+0.3%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$39.9M
|
+$9.11M
|
+101,464
|
+30%
|
|
|
14
|
Richard P. Slaughter Associates
Austin,
Texas
|
$37.8M
|
+$534K
|
+5,949
|
+1%
|
|
|
15
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$33.2M
|
+$32.5M
|
+361,960
|
New
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$31.3M
|
+$2.2M
|
+24,493
|
+8%
|
|
|
17
|
JSF Financial
Los Angeles,
California
|
$25.2M
|
-$143K
|
-1,595
|
-0.6%
|
|
|
18
|
Kingdom Financial Group
Peoria,
Arizona
|
$25.1M
|
+$14.5M
|
+161,686
|
+144%
|
|
|
19
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$24.2M
|
+$18.9M
|
+210,381
|
+400%
|
|
|
20
|
|
$24M
|
+$30.8K
|
+343
|
+0.1%
|
|
|
21
|
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
|
$23.7M
|
+$781K
|
+8,706
|
+3%
|
|
|
22
|
|
$23.2M
|
+$6.03M
|
+67,212
|
+36%
|
|
|
23
|
Compton Wealth Advisory Group
Virginia Beach,
Virginia
|
$23M
|
+$393K
|
+4,382
|
+2%
|
|
|
24
|
RTD Financial Advisors
Philadelphia,
Pennsylvania
|
$22.3M
|
+$21.8M
|
+242,363
|
New
|
|
|
25
|
Bank of America
Charlotte,
North Carolina
|
$21.8M
|
+$1.35K
|
+15
|
+0%
|
|
