|
1
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$1.35B
|
+$57.5M
|
+288,548
|
+5%
|
|
|
2
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$1.2B
|
-$35M
|
-175,603
|
-3%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$612M
|
+$42.3M
|
+212,165
|
+8%
|
|
|
4
|
Ameriprise
Minneapolis,
Minnesota
|
$421M
|
+$43.5M
|
+218,260
|
+13%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$400M
|
+$59.1M
|
+296,675
|
+19%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$365M
|
-$5.76M
|
-28,897
|
-2%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$325M
|
+$16.6M
|
+83,204
|
+6%
|
|
|
8
|
|
$293M
|
+$27.7M
|
+139,170
|
+11%
|
|
|
9
|
Mariner
Overland Park,
Kansas
|
$231M
|
+$45.1M
|
+226,552
|
+27%
|
|
|
10
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$185M
|
-$8.79M
|
-44,128
|
-5%
|
|
|
11
|
Truist Financial
Charlotte,
North Carolina
|
$162M
|
+$12.8M
|
+64,338
|
+9%
|
|
|
12
|
AE Wealth Management
Topeka,
Kansas
|
$142M
|
+$13.4M
|
+67,139
|
+11%
|
|
|
13
|
MML Investors Services
Springfield,
Massachusetts
|
$140M
|
+$11M
|
+55,425
|
+9%
|
|
|
14
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$128M
|
-$33.3M
|
-166,866
|
-3%
|
|
|
15
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$95.9M
|
-$2.73M
|
-13,679
|
-3%
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$92.9M
|
+$6.76M
|
+33,928
|
+9%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$91.1M
|
-$16.7M
|
-83,718
|
-16%
|
|
|
18
|
Pegasus Partners
Mequon,
Wisconsin
|
$85.3M
|
+$11.1M
|
+55,823
|
+16%
|
|
|
19
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$79.7M
|
+$1.88M
|
+9,456
|
+3%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$75.2M
|
+$7.05M
|
+35,365
|
+11%
|
|
|
21
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$73.9M
|
-$262K
|
-1,315
|
-0.4%
|
|
|
22
|
Intelligence Driven Advisers
Carlsbad,
California
|
$73M
|
+$1.15M
|
+5,781
|
+2%
|
|
|
23
|
SVB Wealth
Boston,
Massachusetts
|
$71.8M
|
+$11.8M
|
+59,054
|
+21%
|
|
|
24
|
Wells Fargo
San Francisco,
California
|
$70.8M
|
+$4.32M
|
+21,656
|
+7%
|
|
|
25
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$67.8M
|
+$1.12M
|
+5,607
|
+2%
|
|
