|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$464M
|
-$17.5M
|
-110,755
|
-4%
|
|
|
2
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$412M
|
-$17.9M
|
-113,770
|
-4%
|
|
|
3
|
TIAA FSB
Jacksonville,
Florida
|
$309M
|
+$29.9M
|
+189,750
|
+10%
|
|
|
4
|
AE Wealth Management
Topeka,
Kansas
|
$277M
|
-$51.7M
|
-327,443
|
-15%
|
|
|
5
|
|
$133M
|
+$1.15M
|
+7,291
|
+0.8%
|
|
|
6
|
Baystate Wealth Management
Boston,
Massachusetts
|
$89.9M
|
-$794K
|
-5,031
|
-0.8%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$81.4M
|
+$18.9M
|
+119,548
|
+29%
|
|
|
8
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$79.4M
|
-$3.3M
|
-20,892
|
-4%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$72.5M
|
+$5.49M
|
+34,770
|
+8%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$61M
|
-$1.45M
|
-9,200
|
-2%
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$58.7M
|
-$1.64M
|
-10,402
|
-3%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$56.1M
|
-$3.31M
|
-20,986
|
-5%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$54.5M
|
-$2.68M
|
-16,986
|
-5%
|
|
|
14
|
Truist Financial
Charlotte,
North Carolina
|
$50.5M
|
+$948K
|
+6,011
|
+2%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$49.1M
|
-$818K
|
-5,183
|
-2%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$42.5M
|
+$9.54M
|
+60,459
|
+28%
|
|
|
17
|
MML Investors Services
Springfield,
Massachusetts
|
$32.2M
|
+$694K
|
+4,400
|
+2%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$31.4M
|
-$1.61M
|
-10,206
|
-5%
|
|
|
19
|
Strategic Equity Management
Tucson,
Arizona
|
$25.2M
|
-$626K
|
-3,967
|
-2%
|
|
|
20
|
M&T Bank
Buffalo,
New York
|
$21.2M
|
-$402K
|
-2,548
|
-2%
|
|
|
21
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$20.7M
|
-$1.3M
|
-8,264
|
-6%
|
|
|
22
|
Cypress Capital Management (Delaware)
Greenville,
Delaware
|
$20.3M
|
–
|
–
|
–
|
|
|
23
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$17.1M
|
+$1.16M
|
+7,339
|
+7%
|
|
|
24
|
Crumly & Associates
Springfield,
Illinois
|
$16.1M
|
+$144K
|
+910
|
+0.9%
|
|
|
25
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$13.9M
|
-$1.68M
|
-10,658
|
-10%
|
|
