|
1
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$1.44B
|
+$58.7M
|
+275,948
|
+4%
|
|
|
2
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$1.15B
|
-$72.3M
|
-339,549
|
-6%
|
|
|
3
|
Ameriprise
Minneapolis,
Minnesota
|
$453M
|
+$20.2M
|
+94,957
|
+5%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$414M
|
+$3.51M
|
+16,517
|
+0.9%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$359M
|
-$15M
|
-70,651
|
-4%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$334M
|
+$716K
|
+3,367
|
+0.2%
|
|
|
7
|
|
$306M
|
+$4.96M
|
+23,294
|
+2%
|
|
|
8
|
Mariner
Overland Park,
Kansas
|
$298M
|
+$59.3M
|
+278,581
|
+26%
|
|
|
9
|
Truist Financial
Charlotte,
North Carolina
|
$151M
|
-$14.6M
|
-68,543
|
-9%
|
|
|
10
|
AE Wealth Management
Topeka,
Kansas
|
$144M
|
-$1.54M
|
-7,219
|
-1%
|
|
|
11
|
MML Investors Services
Springfield,
Massachusetts
|
$123M
|
-$19.7M
|
-92,420
|
-14%
|
|
|
12
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$109M
|
+$32.2M
|
+151,500
|
+44%
|
|
|
13
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$102M
|
-$53.7M
|
-252,303
|
-5%
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$100M
|
+$4.97M
|
+23,338
|
+5%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$98.3M
|
-$512M
|
-2,405,351
|
-84%
|
|
|
16
|
Pegasus Partners
Mequon,
Wisconsin
|
$95.9M
|
+$8.12M
|
+38,148
|
+10%
|
|
|
17
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$94.3M
|
-$3.94M
|
-18,502
|
-4%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$83.5M
|
+$6.14M
|
+28,866
|
+8%
|
|
|
19
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$83.3M
|
+$1.5M
|
+7,028
|
+2%
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$75M
|
+$2.29M
|
+10,749
|
+3%
|
|
|
21
|
Intelligence Driven Advisers
Carlsbad,
California
|
$72.1M
|
-$2.61M
|
-12,248
|
-4%
|
|
|
22
|
First Citizens Asset Management
Raleigh,
North Carolina
|
$67.2M
|
-$117K
|
-550
|
-0.2%
|
|
|
23
|
SOA Wealth Advisors
New York
|
$65.2M
|
+$63.4K
|
+298
|
+0.1%
|
|
|
24
|
Portfolio Strategies
Monsey,
New York
|
$61.4M
|
+$1.78M
|
+8,386
|
+3%
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$59.4M
|
-$33M
|
-154,866
|
-36%
|
|
