|
1
|
TIAA-CREF Individual & Institutional Services
New York
|
$949M
|
+$974M
|
+10,240,821
|
New
|
|
|
2
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$583M
|
-$3.49M
|
-36,698
|
-0.6%
|
|
|
3
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$549M
|
-$5.28M
|
-55,500
|
-0.9%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$248M
|
-$39M
|
-410,031
|
-13%
|
|
|
5
|
AE Wealth Management
Topeka,
Kansas
|
$102M
|
+$2.09M
|
+22,001
|
+2%
|
|
|
6
|
Lido Advisors
Los Angeles,
California
|
$89.6M
|
-$674K
|
-7,088
|
-0.7%
|
|
|
7
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$62.4M
|
-$4.62M
|
-48,545
|
-7%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$53.7M
|
-$5.87M
|
-61,734
|
-10%
|
|
|
9
|
First Citizens Asset Management
Raleigh,
North Carolina
|
$47.6M
|
+$2.5M
|
+26,245
|
+5%
|
|
|
10
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$46.8M
|
-$119K
|
-1,251
|
-0.2%
|
|
|
11
|
Richard P. Slaughter Associates
Austin,
Texas
|
$45.3M
|
+$7.33M
|
+77,069
|
+19%
|
|
|
12
|
SVB Wealth
Boston,
Massachusetts
|
$42.6M
|
-$4.61M
|
-48,458
|
-10%
|
|
|
13
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$37.9M
|
-$1.14B
|
-11,935,557
|
-97%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$35.6M
|
-$4.83M
|
-50,721
|
-12%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$32.7M
|
+$1.14M
|
+11,978
|
+4%
|
|
|
16
|
Kingdom Financial Group
Peoria,
Arizona
|
$27M
|
+$1.69M
|
+17,810
|
+7%
|
|
|
17
|
Lloyd Advisory Services
Suwanee,
Georgia
|
$27M
|
+$26.9M
|
+282,961
|
+3,293%
|
|
|
18
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$26.2M
|
-$7.56M
|
-79,492
|
-22%
|
|
|
19
|
|
$26M
|
+$2.42M
|
+25,409
|
+10%
|
|
|
20
|
JSF Financial
Los Angeles,
California
|
$25.9M
|
+$519K
|
+5,459
|
+2%
|
|
|
21
|
RTD Financial Advisors
Philadelphia,
Pennsylvania
|
$25M
|
+$2.63M
|
+27,625
|
+11%
|
|
|
22
|
Compton Wealth Advisory Group
Virginia Beach,
Virginia
|
$22.8M
|
-$453K
|
-4,759
|
-2%
|
|
|
23
|
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
|
$22.5M
|
-$1.46M
|
-15,376
|
-6%
|
|
|
24
|
Bank of America
Charlotte,
North Carolina
|
$22.4M
|
+$445K
|
+4,677
|
+2%
|
|
|
25
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$22.2M
|
-$2.26M
|
-23,705
|
-9%
|
|
