|
1
|
TIAA FSB
Jacksonville,
Florida
|
$660M
|
+$11.6M
|
+93,481
|
+2%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$609M
|
-$2.26M
|
-18,169
|
-0.4%
|
|
|
3
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$558M
|
-$3.77M
|
-30,331
|
-0.7%
|
|
|
4
|
AE Wealth Management
Topeka,
Kansas
|
$139M
|
-$5.66M
|
-45,515
|
-4%
|
|
|
5
|
|
$131M
|
+$2.35M
|
+18,932
|
+2%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$115M
|
+$16.5M
|
+132,796
|
+16%
|
|
|
7
|
Truist Financial
Charlotte,
North Carolina
|
$101M
|
+$12M
|
+96,318
|
+13%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$99.4M
|
+$21M
|
+169,062
|
+26%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$93.2M
|
+$6.39M
|
+51,441
|
+7%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$82.4M
|
+$12.2M
|
+98,456
|
+17%
|
|
|
11
|
Baystate Wealth Management
Boston,
Massachusetts
|
$78.4M
|
+$811K
|
+6,525
|
+1%
|
|
|
12
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$66.4M
|
-$6.37M
|
-51,280
|
-9%
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$43.4M
|
+$1.82M
|
+14,609
|
+4%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$42M
|
+$716K
|
+5,761
|
+2%
|
|
|
15
|
MML Investors Services
Springfield,
Massachusetts
|
$41.6M
|
-$1.97M
|
-15,888
|
-4%
|
|
|
16
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$40.8M
|
+$665K
|
+5,351
|
+2%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$39.2M
|
+$2.44M
|
+19,637
|
+6%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$32.9M
|
-$774K
|
-6,226
|
-2%
|
|
|
19
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$32.8M
|
+$7.59M
|
+61,072
|
+29%
|
|
|
20
|
Wharton Business Group
Malvern,
Pennsylvania
|
$32M
|
+$4.85M
|
+38,985
|
+17%
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$31.1M
|
+$15.2M
|
+122,437
|
+90%
|
|
|
22
|
SOA Wealth Advisors
New York
|
$31.1M
|
+$1.25M
|
+10,047
|
+4%
|
|
|
23
|
First Citizens Asset Management
Raleigh,
North Carolina
|
$29.5M
|
+$443K
|
+3,568
|
+1%
|
|
|
24
|
MGO One Seven
Beachwood,
Ohio
|
$18.8M
|
-$4.72M
|
-37,948
|
-20%
|
|
|
25
|
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
|
$18.8M
|
+$19.4M
|
+155,989
|
New
|
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