|
1
|
TIAA FSB
Jacksonville,
Florida
|
$643M
|
+$43.1M
|
+321,191
|
+6%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$606M
|
-$124M
|
-920,465
|
-15%
|
|
|
3
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$557M
|
-$126M
|
-941,416
|
-17%
|
|
|
4
|
AE Wealth Management
Topeka,
Kansas
|
$143M
|
-$3.95M
|
-29,410
|
-2%
|
|
|
5
|
|
$127M
|
+$14.5M
|
+107,985
|
+11%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$98M
|
+$18.9M
|
+140,719
|
+21%
|
|
|
7
|
Truist Financial
Charlotte,
North Carolina
|
$88.7M
|
+$25.8M
|
+192,460
|
+35%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$86.2M
|
+$8.2M
|
+61,111
|
+9%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$78.4M
|
+$26.5M
|
+197,422
|
+43%
|
|
|
10
|
Baystate Wealth Management
Boston,
Massachusetts
|
$77M
|
-$1.19M
|
-8,851
|
-1%
|
|
|
11
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$71.9M
|
+$8.97M
|
+66,851
|
+12%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$69.9M
|
+$3.67M
|
+27,307
|
+5%
|
|
|
13
|
MML Investors Services
Springfield,
Massachusetts
|
$43.1M
|
-$2.69M
|
-20,047
|
-5%
|
|
|
14
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$41.3M
|
+$8.77M
|
+65,358
|
+23%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$40.9M
|
+$2.15M
|
+16,049
|
+5%
|
|
|
16
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$39.8M
|
-$1.98M
|
-14,726
|
-4%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$36.5M
|
-$976K
|
-7,274
|
-2%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$33.3M
|
+$7.77M
|
+57,895
|
+26%
|
|
|
19
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$30.3M
|
+$2.92M
|
+21,744
|
+9%
|
|
|
20
|
SOA Wealth Advisors
New York
|
$29.6M
|
+$2.71M
|
+20,194
|
+9%
|
|
|
21
|
First Citizens Asset Management
Raleigh,
North Carolina
|
$28.8M
|
+$32.3M
|
+240,794
|
New
|
|
|
22
|
Wharton Business Group
Malvern,
Pennsylvania
|
$27.1M
|
+$12.1K
|
+90
|
+0%
|
|
|
23
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$25.3M
|
+$10.9M
|
+81,557
|
+63%
|
|
|
24
|
Wells Fargo
San Francisco,
California
|
$16.2M
|
-$604K
|
-4,499
|
-3%
|
|
|
25
|
HighTower Advisors
Chicago,
Illinois
|
$15.6M
|
+$14.5M
|
+107,751
|
+479%
|
|
