|
1
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$1.17B
|
-$17.4M
|
-93,286
|
-2%
|
|
|
2
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$1.12B
|
+$137M
|
+731,194
|
+15%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$515M
|
+$92.3M
|
+493,696
|
+23%
|
|
|
4
|
Ameriprise
Minneapolis,
Minnesota
|
$340M
|
+$31.9M
|
+170,405
|
+11%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$338M
|
+$8.81M
|
+47,146
|
+3%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$306M
|
+$57.8M
|
+309,067
|
+25%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$280M
|
+$51.7M
|
+276,816
|
+24%
|
|
|
8
|
|
$239M
|
-$202M
|
-1,078,744
|
-47%
|
|
|
9
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$177M
|
+$32.1M
|
+171,754
|
+23%
|
|
|
10
|
Mariner
Overland Park,
Kansas
|
$166M
|
+$116M
|
+621,569
|
+273%
|
|
|
11
|
Truist Financial
Charlotte,
North Carolina
|
$134M
|
+$6.18M
|
+33,047
|
+5%
|
|
|
12
|
MML Investors Services
Springfield,
Massachusetts
|
$117M
|
+$16.4M
|
+87,722
|
+17%
|
|
|
13
|
AE Wealth Management
Topeka,
Kansas
|
$116M
|
-$124M
|
-664,533
|
-53%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$99.2M
|
-$113M
|
-602,877
|
-54%
|
|
|
15
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$89.9M
|
+$86.2M
|
+460,945
|
New
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$77.9M
|
+$7.5M
|
+40,116
|
+11%
|
|
|
17
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$70.7M
|
-$1.29M
|
-6,884
|
-2%
|
|
|
18
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$67.5M
|
+$1.17M
|
+6,260
|
+2%
|
|
|
19
|
Pegasus Partners
Mequon,
Wisconsin
|
$66.7M
|
+$13.6M
|
+72,923
|
+27%
|
|
|
20
|
Intelligence Driven Advisers
Carlsbad,
California
|
$65.2M
|
+$17.1M
|
+91,570
|
+38%
|
|
|
21
|
SOA Wealth Advisors
New York
|
$62.7M
|
+$487K
|
+2,603
|
+0.8%
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$61.5M
|
-$499K
|
-2,668
|
-0.8%
|
|
|
23
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$60.6M
|
+$37.8M
|
+202,073
|
+186%
|
|
|
24
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$60.6M
|
+$37.8M
|
+202,073
|
+186%
|
|
|
25
|
Wells Fargo
San Francisco,
California
|
$60.2M
|
+$9.66M
|
+51,654
|
+20%
|
|
