|
1
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$1.63B
|
-$41.1M
|
-159,042
|
-3%
|
|
|
2
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$1.31B
|
-$60.5M
|
-234,049
|
-5%
|
|
|
3
|
Ameriprise
Minneapolis,
Minnesota
|
$870M
|
+$199M
|
+771,024
|
+32%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$654M
|
+$49.5M
|
+191,465
|
+9%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$578M
|
-$24.9M
|
-96,400
|
-4%
|
|
|
6
|
Mariner
Overland Park,
Kansas
|
$400M
|
-$9.28M
|
-35,875
|
-2%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$363M
|
+$240M
|
+926,618
|
+231%
|
|
|
8
|
|
$358M
|
+$5.09M
|
+19,689
|
+2%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$257M
|
+$274K
|
+1,059
|
+0.1%
|
|
|
10
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$253M
|
-$62.2M
|
-240,583
|
-5%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$197M
|
+$10.2M
|
+39,522
|
+6%
|
|
|
12
|
AE Wealth Management
Topeka,
Kansas
|
$171M
|
-$544K
|
-2,101
|
-0.3%
|
|
|
13
|
Truist Financial
Charlotte,
North Carolina
|
$160M
|
+$11.9K
|
+46
|
+0%
|
|
|
14
|
Boulay Financial Advisors
Eden Prairie,
Minnesota
|
$157M
|
-$3.64M
|
-14,072
|
-2%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$152M
|
+$50.3M
|
+194,311
|
+52%
|
|
|
16
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$137M
|
+$6.99M
|
+27,017
|
+6%
|
|
|
17
|
Raymond James Financial
St Petersburg,
Florida
|
$136M
|
+$5.71M
|
+22,054
|
+5%
|
|
|
18
|
Lido Advisors
Los Angeles,
California
|
$129M
|
+$184K
|
+713
|
+0.2%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$121M
|
-$12.6M
|
-48,619
|
-10%
|
|
|
20
|
Victory Financial Group
Austin,
Texas
|
$121M
|
-$1.5M
|
-5,799
|
-1%
|
|
|
21
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$114M
|
+$61M
|
+235,963
|
+130%
|
|
|
22
|
MML Investors Services
Springfield,
Massachusetts
|
$113M
|
-$24M
|
-92,788
|
-18%
|
|
|
23
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$103M
|
-$879K
|
-3,397
|
-0.9%
|
|
|
24
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$98.8M
|
+$4.09M
|
+15,794
|
+5%
|
|
|
25
|
SVB Wealth
Boston,
Massachusetts
|
$88.1M
|
-$158K
|
-610
|
-0.2%
|
|
