|
1
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$927M
|
+$961M
|
+6,027,497
|
New
|
|
|
2
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$719M
|
+$745M
|
+4,671,536
|
New
|
|
|
3
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$686M
|
-$94.5M
|
-592,700
|
-12%
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$236M
|
+$98.2M
|
+615,485
|
+67%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$207M
|
+$27.2M
|
+170,243
|
+14%
|
|
|
6
|
AE Wealth Management
Topeka,
Kansas
|
$173M
|
-$4.7M
|
-29,478
|
-3%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$169M
|
+$69.4K
|
+435
|
+0%
|
|
|
8
|
|
$161M
|
+$6.78M
|
+42,527
|
+4%
|
|
|
9
|
Baystate Wealth Management
Boston,
Massachusetts
|
$105M
|
+$819K
|
+5,133
|
+0.8%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$103M
|
+$295K
|
+1,851
|
+0.3%
|
|
|
11
|
Truist Financial
Charlotte,
North Carolina
|
$92.4M
|
-$18.6M
|
-116,698
|
-16%
|
|
|
12
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$88.7M
|
-$2.68M
|
-16,796
|
-3%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$81M
|
-$204M
|
-1,275,944
|
-71%
|
|
|
14
|
MML Investors Services
Springfield,
Massachusetts
|
$76.4M
|
+$3.87M
|
+24,292
|
+5%
|
|
|
15
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$62.7M
|
+$1.83M
|
+11,463
|
+3%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$59.5M
|
-$1.26B
|
-7,915,370
|
-95%
|
|
|
17
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$52.1M
|
-$369K
|
-2,315
|
-0.7%
|
|
|
18
|
Intelligence Driven Advisers
Carlsbad,
California
|
$48.1M
|
+$3.95M
|
+24,782
|
+9%
|
|
|
19
|
SOA Wealth Advisors
New York
|
$47.8M
|
+$1.92M
|
+12,037
|
+4%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$46M
|
-$562K
|
-3,521
|
-1%
|
|
|
21
|
First Citizens Asset Management
Raleigh,
North Carolina
|
$39.7M
|
-$3.41M
|
-21,402
|
-8%
|
|
|
22
|
One Capital Management
Westlake Village,
California
|
$39.4M
|
+$3.45M
|
+21,620
|
+9%
|
|
|
23
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$38.6M
|
+$25.5M
|
+159,766
|
+176%
|
|
|
24
|
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
|
$36M
|
+$7.79M
|
+48,859
|
+26%
|
|
|
25
|
HighTower Advisors
Chicago,
Illinois
|
$35.7M
|
+$4.2M
|
+26,317
|
+13%
|
|
