|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$683M
|
+$150M
|
+902,241
|
+30%
|
|
|
2
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$619M
|
+$146M
|
+873,805
|
+32%
|
|
|
3
|
TIAA FSB
Jacksonville,
Florida
|
$347M
|
-$2.29M
|
-13,751
|
-0.7%
|
|
|
4
|
AE Wealth Management
Topeka,
Kansas
|
$327M
|
+$11.6M
|
+69,734
|
+4%
|
|
|
5
|
|
$157M
|
+$6.08M
|
+36,476
|
+4%
|
|
|
6
|
Baystate Wealth Management
Boston,
Massachusetts
|
$101M
|
-$693K
|
-4,162
|
-0.7%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$94.4M
|
+$11.6M
|
+69,720
|
+15%
|
|
|
8
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$90.1M
|
-$81.1K
|
-487
|
-0.1%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$89.9M
|
-$2.35M
|
-14,130
|
-3%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$78.5M
|
+$8.83M
|
+53,033
|
+13%
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$73.1M
|
+$6.15M
|
+36,889
|
+10%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$68.6M
|
+$19.6M
|
+117,581
|
+42%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$64M
|
+$260K
|
+1,561
|
+0.4%
|
|
|
14
|
Truist Financial
Charlotte,
North Carolina
|
$63.6M
|
+$6M
|
+36,007
|
+11%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$62.7M
|
+$752K
|
+4,514
|
+1%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$53.7M
|
-$1.93M
|
-11,595
|
-4%
|
|
|
17
|
Wharton Business Group
Malvern,
Pennsylvania
|
$41.7M
|
+$40.1M
|
+240,636
|
New
|
|
|
18
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$37.3M
|
+$20.7M
|
+124,326
|
+137%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$36.8M
|
+$1.04M
|
+6,242
|
+3%
|
|
|
20
|
MML Investors Services
Springfield,
Massachusetts
|
$36.1M
|
-$407K
|
-2,446
|
-1%
|
|
|
21
|
Strategic Equity Management
Tucson,
Arizona
|
$28.1M
|
-$549K
|
-3,294
|
-2%
|
|
|
22
|
Cypress Capital Management (Delaware)
Greenville,
Delaware
|
$23.5M
|
+$142K
|
+855
|
+0.6%
|
|
|
23
|
M&T Bank
Buffalo,
New York
|
$23.5M
|
-$501K
|
-3,005
|
-2%
|
|
|
24
|
Mason & Associates (California)
Los Angeles,
California
|
$23.2M
|
+$22.3M
|
+133,826
|
New
|
|
|
25
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$21M
|
-$2.42M
|
-14,538
|
-11%
|
|
