|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$750M
|
+$212M
|
+1,542,908
|
+35%
|
|
|
2
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$701M
|
+$211M
|
+1,535,898
|
+38%
|
|
|
3
|
TIAA FSB
Jacksonville,
Florida
|
$634M
|
+$335M
|
+2,439,111
|
+93%
|
|
|
4
|
AE Wealth Management
Topeka,
Kansas
|
$154M
|
-$25.9M
|
-188,483
|
-13%
|
|
|
5
|
|
$120M
|
+$4.45M
|
+32,449
|
+4%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$85.1M
|
-$4.91M
|
-35,796
|
-5%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$82.7M
|
+$8.02M
|
+58,430
|
+10%
|
|
|
8
|
Baystate Wealth Management
Boston,
Massachusetts
|
$81.8M
|
+$5.51M
|
+40,121
|
+7%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$69.9M
|
+$10.7M
|
+78,076
|
+16%
|
|
|
10
|
Truist Financial
Charlotte,
North Carolina
|
$68.8M
|
+$7.11M
|
+51,801
|
+10%
|
|
|
11
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$67M
|
+$57.7M
|
+420,294
|
+366%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$57.4M
|
-$3.98M
|
-29,018
|
-6%
|
|
|
13
|
MML Investors Services
Springfield,
Massachusetts
|
$47.7M
|
+$7.84M
|
+57,127
|
+18%
|
|
|
14
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$43.6M
|
-$23.4M
|
-170,124
|
-33%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$40.9M
|
-$1.39M
|
-10,126
|
-3%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$39.2M
|
-$326K
|
-2,374
|
-0.8%
|
|
|
17
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$35.1M
|
+$856K
|
+6,233
|
+2%
|
|
|
18
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$29.3M
|
+$15.8M
|
+115,154
|
+98%
|
|
|
19
|
SOA Wealth Advisors
New York
|
$28.5M
|
+$13.1M
|
+95,093
|
+72%
|
|
|
20
|
Wharton Business Group
Malvern,
Pennsylvania
|
$28.4M
|
+$2.75K
|
+20
|
+0%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$27.7M
|
+$1.44M
|
+10,492
|
+5%
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
$17.6M
|
-$31.8M
|
-231,930
|
-62%
|
|
|
23
|
Cypress Capital Management (Delaware)
Greenville,
Delaware
|
$16.5M
|
-$489K
|
-3,560
|
-3%
|
|
|
24
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$16.3M
|
+$661K
|
+4,815
|
+4%
|
|
|
25
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$14.6M
|
+$16M
|
+116,881
|
New
|
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