|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$707M
|
+$79.2M
|
+508,287
|
+13%
|
|
|
2
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$646M
|
+$76.7M
|
+492,231
|
+14%
|
|
|
3
|
TIAA FSB
Jacksonville,
Florida
|
$415M
|
+$95.7M
|
+614,039
|
+31%
|
|
|
4
|
AE Wealth Management
Topeka,
Kansas
|
$225M
|
-$73M
|
-468,414
|
-25%
|
|
|
5
|
|
$147M
|
+$2.61M
|
+16,733
|
+2%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$114M
|
+$30.6M
|
+196,186
|
+38%
|
|
|
7
|
Baystate Wealth Management
Boston,
Massachusetts
|
$97.4M
|
+$4.4M
|
+28,228
|
+5%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$95.7M
|
+$8.94M
|
+57,339
|
+11%
|
|
|
9
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$82.3M
|
-$277K
|
-1,779
|
-0.3%
|
|
|
10
|
Truist Financial
Charlotte,
North Carolina
|
$79.1M
|
+$20.4M
|
+130,865
|
+36%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$77.4M
|
+$18.4M
|
+118,070
|
+32%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$76.2M
|
+$4.21M
|
+26,977
|
+6%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$59.2M
|
+$1.7M
|
+10,935
|
+3%
|
|
|
14
|
MML Investors Services
Springfield,
Massachusetts
|
$51.4M
|
+$18M
|
+115,379
|
+55%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$50.4M
|
-$9.12M
|
-58,514
|
-15%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$50M
|
+$789K
|
+5,061
|
+2%
|
|
|
17
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$44.9M
|
+$44M
|
+282,068
|
+44,915%
|
|
|
18
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$43.5M
|
-$23M
|
-147,818
|
-35%
|
|
|
19
|
Empowered Funds
Havertown,
Pennsylvania
|
$36.6M
|
+$28.2M
|
+180,662
|
+364%
|
|
|
20
|
Wharton Business Group
Malvern,
Pennsylvania
|
$36M
|
-$2.17M
|
-13,915
|
-6%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$33.4M
|
-$247K
|
-1,583
|
-0.7%
|
|
|
22
|
Strategic Equity Management
Tucson,
Arizona
|
$29.7M
|
+$3.87M
|
+24,803
|
+15%
|
|
|
23
|
Cypress Capital Management (Delaware)
Greenville,
Delaware
|
$21.5M
|
-$92.1K
|
-591
|
-0.4%
|
|
|
24
|
Mason & Associates (California)
Los Angeles,
California
|
$21.3M
|
+$62.4K
|
+400
|
+0.3%
|
|
|
25
|
SOA Wealth Advisors
New York
|
$21.1M
|
+$6.66M
|
+42,751
|
+48%
|
|
