|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$420M
|
+$181M
|
+1,433,149
|
+83%
|
|
|
2
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$380M
|
+$166M
|
+1,313,215
|
+85%
|
|
|
3
|
AE Wealth Management
Topeka,
Kansas
|
$179M
|
-$4.1M
|
-32,537
|
-2%
|
|
|
4
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$175M
|
-$6.94M
|
-55,067
|
-4%
|
|
|
5
|
TIAA FSB
Jacksonville,
Florida
|
$157M
|
-$24.4M
|
-193,263
|
-14%
|
|
|
6
|
|
$125M
|
+$6.64M
|
+52,651
|
+6%
|
|
|
7
|
Baystate Wealth Management
Boston,
Massachusetts
|
$81.3M
|
-$9.67M
|
-76,683
|
-11%
|
|
|
8
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$72.3M
|
+$374K
|
+2,966
|
+0.5%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$68.3M
|
-$26.7M
|
-211,384
|
-29%
|
|
|
10
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$66.5M
|
+$13.8M
|
+109,637
|
+28%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$65.1M
|
+$6.59M
|
+52,284
|
+12%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$53.4M
|
-$710K
|
-5,630
|
-1%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$50.6M
|
-$26M
|
-205,936
|
-35%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$49M
|
+$517K
|
+4,098
|
+1%
|
|
|
15
|
Truist Financial
Charlotte,
North Carolina
|
$39.5M
|
-$9.38M
|
-74,381
|
-20%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$39.3M
|
+$16M
|
+126,946
|
+75%
|
|
|
17
|
Strategic Equity Management
Tucson,
Arizona
|
$34.8M
|
+$32.9M
|
+261,227
|
New
|
|
|
18
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$31.7M
|
-$2.13M
|
-16,900
|
-7%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$30.6M
|
-$5.1M
|
-40,440
|
-15%
|
|
|
20
|
Wharton Business Group
Malvern,
Pennsylvania
|
$30M
|
-$3.48M
|
-27,625
|
-11%
|
|
|
21
|
MML Investors Services
Springfield,
Massachusetts
|
$23.7M
|
+$980K
|
+7,769
|
+5%
|
|
|
22
|
FundX Investment Group
San Francisco,
California
|
$23.3M
|
-$5.91M
|
-46,850
|
-21%
|
|
|
23
|
M&T Bank
Buffalo,
New York
|
$22.9M
|
-$868K
|
-6,882
|
-4%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$19.9M
|
+$788K
|
+6,249
|
+4%
|
|
|
25
|
Cypress Capital Management (Delaware)
Greenville,
Delaware
|
$18.4M
|
+$8.83K
|
+70
|
+0.1%
|
|
