|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$474M
|
-$40.4M
|
-281,977
|
-8%
|
|
|
2
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$423M
|
-$41.4M
|
-289,072
|
-9%
|
|
|
3
|
AE Wealth Management
Topeka,
Kansas
|
$323M
|
+$89.5M
|
+625,456
|
+41%
|
|
|
4
|
TIAA FSB
Jacksonville,
Florida
|
$276M
|
-$1M
|
-7,018
|
-0.4%
|
|
|
5
|
|
$130M
|
+$1.41M
|
+9,870
|
+1%
|
|
|
6
|
Baystate Wealth Management
Boston,
Massachusetts
|
$89.4M
|
+$213K
|
+1,485
|
+0.3%
|
|
|
7
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$81.5M
|
-$8.37M
|
-58,474
|
-10%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$66.3M
|
+$4.28M
|
+29,903
|
+7%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$62.3M
|
+$5.81M
|
+40,631
|
+11%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$61.6M
|
-$36.6M
|
-255,521
|
-38%
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$59.5M
|
+$560K
|
+3,914
|
+1%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$58.5M
|
-$3.3M
|
-23,041
|
-6%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$56.3M
|
+$4.54M
|
+31,742
|
+9%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$49.2M
|
-$363K
|
-2,540
|
-0.8%
|
|
|
15
|
Truist Financial
Charlotte,
North Carolina
|
$48.9M
|
+$7.63M
|
+53,299
|
+20%
|
|
|
16
|
Wharton Business Group
Malvern,
Pennsylvania
|
$34.9M
|
+$857K
|
+5,990
|
+3%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$32.7M
|
-$611K
|
-4,272
|
-2%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$32.5M
|
-$4.34M
|
-30,331
|
-12%
|
|
|
19
|
MML Investors Services
Springfield,
Massachusetts
|
$31.1M
|
+$3.16M
|
+22,059
|
+12%
|
|
|
20
|
Strategic Equity Management
Tucson,
Arizona
|
$25.5M
|
-$12.5M
|
-87,567
|
-34%
|
|
|
21
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$21.7M
|
-$8.34M
|
-58,284
|
-29%
|
|
|
22
|
M&T Bank
Buffalo,
New York
|
$21.3M
|
-$2.45M
|
-17,144
|
-11%
|
|
|
23
|
Cypress Capital Management (Delaware)
Greenville,
Delaware
|
$20.3M
|
+$160K
|
+1,115
|
+0.8%
|
|
|
24
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$15.8M
|
+$256K
|
+1,787
|
+2%
|
|
|
25
|
Crumly & Associates
Springfield,
Illinois
|
$15.8M
|
+$572K
|
+3,997
|
+4%
|
|
