|
1
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$1.47B
|
-$70.6M
|
-307,691
|
-5%
|
|
|
2
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$1.26B
|
+$27.8M
|
+121,099
|
+2%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$657M
|
+$539M
|
+2,347,775
|
+526%
|
|
|
4
|
Ameriprise
Minneapolis,
Minnesota
|
$556M
|
+$70.8M
|
+308,168
|
+15%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$521M
|
+$75.7M
|
+329,632
|
+18%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$395M
|
+$10.6M
|
+46,106
|
+3%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$355M
|
-$2.44M
|
-10,639
|
-0.7%
|
|
|
8
|
Mariner
Overland Park,
Kansas
|
$352M
|
+$32.8M
|
+142,680
|
+11%
|
|
|
9
|
|
$337M
|
+$10.3M
|
+45,056
|
+3%
|
|
|
10
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$192M
|
+$188M
|
+816,710
|
New
|
|
|
11
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$187M
|
+$9.03M
|
+39,316
|
+0.8%
|
|
|
12
|
Truist Financial
Charlotte,
North Carolina
|
$156M
|
-$4.62M
|
-20,103
|
-3%
|
|
|
13
|
AE Wealth Management
Topeka,
Kansas
|
$153M
|
-$936K
|
-4,079
|
-0.6%
|
|
|
14
|
MML Investors Services
Springfield,
Massachusetts
|
$138M
|
+$6.35M
|
+27,660
|
+5%
|
|
|
15
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$118M
|
+$1.71M
|
+7,462
|
+2%
|
|
|
16
|
Lido Advisors
Los Angeles,
California
|
$118M
|
+$115M
|
+499,489
|
+49,308%
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$109M
|
+$28.4M
|
+123,658
|
+36%
|
|
|
18
|
SVB Wealth
Boston,
Massachusetts
|
$108M
|
+$74.8M
|
+325,623
|
+243%
|
|
|
19
|
Raymond James Financial
St Petersburg,
Florida
|
$106M
|
+$104M
|
+451,298
|
New
|
|
|
20
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$101M
|
-$262K
|
-1,140
|
-0.3%
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$94.7M
|
+$5.31M
|
+23,134
|
+6%
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$94.6M
|
-$12.5M
|
-54,271
|
-12%
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$92.1M
|
+$34.3M
|
+149,603
|
+55%
|
|
|
24
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$80M
|
+$73.3M
|
+319,162
|
+1,533%
|
|
|
25
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$80M
|
+$73.3M
|
+319,162
|
+1,533%
|
|
