|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.32B
|
+$84.6M
|
+580,010
|
+8%
|
|
|
2
|
TIAA FSB
Jacksonville,
Florida
|
$943M
|
-$22.9M
|
-157,011
|
-3%
|
|
|
3
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$801M
|
+$69.4M
|
+475,622
|
+10%
|
|
|
4
|
Osaic Holdings
Scottsdale,
Arizona
|
$286M
|
+$8.25M
|
+56,564
|
+3%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$187M
|
-$3.71M
|
-25,449
|
-2%
|
|
|
6
|
AE Wealth Management
Topeka,
Kansas
|
$183M
|
-$11.1M
|
-75,962
|
-6%
|
|
|
7
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$174M
|
+$2.7M
|
+18,490
|
+2%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$174M
|
+$16.3M
|
+111,855
|
+11%
|
|
|
9
|
|
$159M
|
+$9.18M
|
+62,932
|
+7%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$146M
|
+$2.42M
|
+16,602
|
+2%
|
|
|
11
|
Truist Financial
Charlotte,
North Carolina
|
$114M
|
-$17.5M
|
-120,072
|
-14%
|
|
|
12
|
Baystate Wealth Management
Boston,
Massachusetts
|
$107M
|
+$745K
|
+5,108
|
+0.8%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$106M
|
-$2.13M
|
-14,601
|
-2%
|
|
|
14
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$94M
|
-$470K
|
-3,223
|
-0.5%
|
|
|
15
|
MML Investors Services
Springfield,
Massachusetts
|
$74.9M
|
+$8.27M
|
+56,709
|
+14%
|
|
|
16
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$71.5M
|
-$446K
|
-3,058
|
-0.7%
|
|
|
17
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$71.5M
|
-$446K
|
-3,058
|
-0.7%
|
|
|
18
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$62.8M
|
-$8.42M
|
-57,726
|
-13%
|
|
|
19
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$54M
|
+$293K
|
+2,011
|
+0.6%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$48M
|
+$2.1M
|
+14,367
|
+5%
|
|
|
21
|
SOA Wealth Advisors
New York
|
$47.4M
|
+$5.26M
|
+36,087
|
+14%
|
|
|
22
|
Intelligence Driven Advisers
Carlsbad,
California
|
$45.1M
|
+$41.7M
|
+285,950
|
New
|
|
|
23
|
First Citizens Asset Management
Raleigh,
North Carolina
|
$44.3M
|
+$5.1M
|
+34,998
|
+14%
|
|
|
24
|
One Capital Management
Westlake Village,
California
|
$37.2M
|
+$29.3M
|
+200,806
|
+596%
|
|
|
25
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$36.4M
|
+$1.68M
|
+11,509
|
+5%
|
|
