|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.07B
|
+$347M
|
+2,670,510
|
+53%
|
|
|
2
|
TIAA FSB
Jacksonville,
Florida
|
$848M
|
+$81.2M
|
+625,187
|
+11%
|
|
|
3
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$636M
|
-$6.55M
|
-50,434
|
-1%
|
|
|
4
|
Osaic Holdings
Scottsdale,
Arizona
|
$243M
|
+$181M
|
+1,397,226
|
+401%
|
|
|
5
|
AE Wealth Management
Topeka,
Kansas
|
$171M
|
+$9.87M
|
+76,015
|
+7%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$167M
|
+$32.5M
|
+250,474
|
+26%
|
|
|
7
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$150M
|
+$140M
|
+1,081,310
|
New
|
|
|
8
|
LPL Financial
San Diego,
California
|
$137M
|
+$27.5M
|
+211,913
|
+27%
|
|
|
9
|
|
$131M
|
-$18.7M
|
-143,761
|
-13%
|
|
|
10
|
Truist Financial
Charlotte,
North Carolina
|
$116M
|
-$124K
|
-958
|
-0.1%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$94.9M
|
-$40.9K
|
-315
|
-0%
|
|
|
12
|
Baystate Wealth Management
Boston,
Massachusetts
|
$93.1M
|
+$2.48M
|
+19,072
|
+3%
|
|
|
13
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$82.8M
|
+$5.94M
|
+45,774
|
+8%
|
|
|
14
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$63M
|
+$55.3M
|
+425,901
|
+1,530%
|
|
|
15
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$63M
|
+$56M
|
+431,471
|
+1,937%
|
|
|
16
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$63M
|
+$12.2M
|
+93,586
|
+26%
|
|
|
17
|
MML Investors Services
Springfield,
Massachusetts
|
$57.8M
|
+$9.18M
|
+70,718
|
+20%
|
|
|
18
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$47.1M
|
+$48K
|
+370
|
+0.1%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$40.1M
|
-$4.75M
|
-36,625
|
-11%
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$37.4M
|
+$1.43M
|
+10,999
|
+4%
|
|
|
21
|
SOA Wealth Advisors
New York
|
$36.5M
|
+$594K
|
+4,577
|
+2%
|
|
|
22
|
First Citizens Asset Management
Raleigh,
North Carolina
|
$33.9M
|
-$5.84K
|
-45
|
-0%
|
|
|
23
|
Wharton Business Group
Malvern,
Pennsylvania
|
$31.3M
|
-$5.24M
|
-40,345
|
-15%
|
|
|
24
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$30.3M
|
-$7.07M
|
-54,456
|
-20%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$29.8M
|
-$7.58M
|
-58,371
|
-21%
|
|
