|
1
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$1.5B
|
+$16.1M
|
+72,254
|
+1%
|
|
|
2
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$1.24B
|
-$21.4M
|
-96,171
|
-2%
|
|
|
3
|
Ameriprise
Minneapolis,
Minnesota
|
$595M
|
-$1.44M
|
-6,464
|
-0.3%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$545M
|
+$4.45M
|
+19,978
|
+0.9%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$542M
|
+$3.12M
|
+13,996
|
+0.6%
|
|
|
6
|
Mariner
Overland Park,
Kansas
|
$369M
|
-$20.2M
|
-90,667
|
-6%
|
|
|
7
|
|
$317M
|
+$14.4M
|
+64,805
|
+5%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$231M
|
-$10.7M
|
-47,873
|
-5%
|
|
|
9
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$188M
|
-$20.2M
|
-90,555
|
-2%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$167M
|
+$70.7M
|
+317,825
|
+88%
|
|
|
11
|
AE Wealth Management
Topeka,
Kansas
|
$155M
|
+$6.3M
|
+28,302
|
+5%
|
|
|
12
|
Boulay Financial Advisors
Eden Prairie,
Minnesota
|
$145M
|
+$131M
|
+586,277
|
New
|
|
|
13
|
Truist Financial
Charlotte,
North Carolina
|
$144M
|
-$15.8M
|
-70,910
|
-11%
|
|
|
14
|
MML Investors Services
Springfield,
Massachusetts
|
$125M
|
+$5.61M
|
+25,192
|
+5%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$121M
|
+$7.13M
|
+32,049
|
+7%
|
|
|
16
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$117M
|
-$5.21M
|
-23,405
|
-5%
|
|
|
17
|
Raymond James Financial
St Petersburg,
Florida
|
$117M
|
-$976K
|
-4,383
|
-0.9%
|
|
|
18
|
Lido Advisors
Los Angeles,
California
|
$116M
|
-$6.48M
|
-29,125
|
-6%
|
|
|
19
|
Victory Financial Group
Austin,
Texas
|
$110M
|
+$7.04M
|
+31,644
|
+8%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$98.8M
|
-$2.46M
|
-11,072
|
-3%
|
|
|
21
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$93.3M
|
-$6.36M
|
-28,560
|
-7%
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$92.8M
|
+$9.33M
|
+41,896
|
+13%
|
|
|
23
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$85.1M
|
-$11.5M
|
-51,527
|
-13%
|
|
|
24
|
SVB Wealth
Boston,
Massachusetts
|
$79.5M
|
+$71.8M
|
+322,606
|
New
|
|
|
25
|
First Citizens Asset Management
Raleigh,
North Carolina
|
$73.5M
|
+$62.8K
|
+282
|
+0.1%
|
|
