|
1
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$1.07B
|
+$8.93M
|
+54,384
|
+0.9%
|
|
|
2
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$881M
|
+$58.5M
|
+356,410
|
+8%
|
|
|
3
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$831M
|
+$46.6M
|
+283,740
|
+6%
|
|
|
4
|
|
$404M
|
+$207M
|
+1,259,619
|
+121%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$376M
|
+$289M
|
+1,759,232
|
+455%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$295M
|
+$24.9M
|
+151,414
|
+10%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$276M
|
+$36.9M
|
+224,848
|
+17%
|
|
|
8
|
AE Wealth Management
Topeka,
Kansas
|
$230M
|
+$22M
|
+134,176
|
+12%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$221M
|
+$26.8M
|
+163,458
|
+15%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$203M
|
+$79.7M
|
+485,786
|
+72%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$195M
|
+$96M
|
+584,868
|
+111%
|
|
|
12
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$129M
|
+$116M
|
+705,325
|
+2,294%
|
|
|
13
|
Baystate Wealth Management
Boston,
Massachusetts
|
$118M
|
-$1.04M
|
-6,364
|
-0.9%
|
|
|
14
|
Truist Financial
Charlotte,
North Carolina
|
$115M
|
+$9.03M
|
+55,019
|
+9%
|
|
|
15
|
MML Investors Services
Springfield,
Massachusetts
|
$89.4M
|
+$2.2M
|
+13,375
|
+3%
|
|
|
16
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$64.7M
|
-$6.26M
|
-38,134
|
-9%
|
|
|
17
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$62.9M
|
+$21.6M
|
+131,393
|
+58%
|
|
|
18
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$59.5M
|
+$185K
|
+1,125
|
+0.3%
|
|
|
19
|
SOA Wealth Advisors
New York
|
$55.9M
|
+$1.34M
|
+8,194
|
+3%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$55.7M
|
+$3.06M
|
+18,627
|
+6%
|
|
|
21
|
First Citizens Asset Management
Raleigh,
North Carolina
|
$48.1M
|
+$2.69M
|
+16,413
|
+6%
|
|
|
22
|
Pegasus Partners
Mequon,
Wisconsin
|
$47.1M
|
+$23.9M
|
+145,877
|
+119%
|
|
|
23
|
Wells Fargo
San Francisco,
California
|
$45M
|
+$4.95M
|
+30,174
|
+13%
|
|
|
24
|
Intelligence Driven Advisers
Carlsbad,
California
|
$43.8M
|
-$11.2M
|
-68,005
|
-22%
|
|
|
25
|
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
|
$41.7M
|
+$593K
|
+3,615
|
+2%
|
|
