|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$209M
|
+$100M
|
+850,870
|
+97%
|
|
|
2
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$187M
|
+$89.9M
|
+763,533
|
+98%
|
|
|
3
|
AE Wealth Management
Topeka,
Kansas
|
$167M
|
-$31.1M
|
-263,932
|
-16%
|
|
|
4
|
TIAA FSB
Jacksonville,
Florida
|
$167M
|
+$2.88M
|
+24,411
|
+2%
|
|
|
5
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$166M
|
-$28.1M
|
-238,394
|
-15%
|
|
|
6
|
|
$108M
|
+$584K
|
+4,960
|
+0.6%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$88M
|
-$443K
|
-3,762
|
-0.5%
|
|
|
8
|
Baystate Wealth Management
Boston,
Massachusetts
|
$83.5M
|
-$6.05M
|
-51,340
|
-7%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$71.1M
|
-$6.16M
|
-52,319
|
-8%
|
|
|
10
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$65.6M
|
+$1.39M
|
+11,792
|
+2%
|
|
|
11
|
Mainstay Capital Management
Grand Blanc,
Michigan
|
$54.3M
|
+$6.46M
|
+54,862
|
+14%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$53M
|
+$7.3M
|
+61,973
|
+17%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$49.4M
|
+$6.93M
|
+58,865
|
+17%
|
|
|
14
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$47.4M
|
+$516K
|
+4,381
|
+1%
|
|
|
15
|
Truist Financial
Charlotte,
North Carolina
|
$45M
|
-$123K
|
-1,048
|
-0.3%
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$44.4M
|
+$2.71M
|
+23,012
|
+7%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$32.7M
|
-$13.2M
|
-111,657
|
-29%
|
|
|
18
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$30.9M
|
-$4.04M
|
-34,338
|
-12%
|
|
|
19
|
Wharton Business Group
Malvern,
Pennsylvania
|
$30.7M
|
+$10K
|
+85
|
+0%
|
|
|
20
|
FundX Investment Group
San Francisco,
California
|
$27M
|
+$13.7M
|
+116,547
|
+110%
|
|
|
21
|
M&T Bank
Buffalo,
New York
|
$21.7M
|
-$2.29M
|
-19,464
|
-10%
|
|
|
22
|
MML Investors Services
Springfield,
Massachusetts
|
$20.7M
|
+$1.13M
|
+9,578
|
+6%
|
|
|
23
|
Wells Fargo
San Francisco,
California
|
$20.4M
|
-$3.34M
|
-28,330
|
-14%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$17.4M
|
-$318K
|
-2,699
|
-2%
|
|
|
25
|
Cypress Capital Management (Delaware)
Greenville,
Delaware
|
$16.7M
|
-$1.4M
|
-11,920
|
-8%
|
|
