|
1
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$1.63B
|
-$18M
|
-64,962
|
-1%
|
|
|
2
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$1.32B
|
-$10.9M
|
-39,165
|
-0.8%
|
|
|
3
|
Ameriprise
Minneapolis,
Minnesota
|
$982M
|
+$101M
|
+364,284
|
+11%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$662M
|
+$680K
|
+2,455
|
+0.1%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$586M
|
+$1.06M
|
+3,813
|
+0.2%
|
|
|
6
|
Mariner
Overland Park,
Kansas
|
$406M
|
+$1.47M
|
+5,299
|
+0.4%
|
|
|
7
|
|
$366M
|
+$4.35M
|
+15,710
|
+1%
|
|
|
8
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$260M
|
-$7.52M
|
-27,157
|
-0.6%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$244M
|
-$16.3M
|
-58,798
|
-6%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$199M
|
+$401K
|
+1,447
|
+0.2%
|
|
|
11
|
AE Wealth Management
Topeka,
Kansas
|
$177M
|
+$3.43M
|
+12,365
|
+2%
|
|
|
12
|
Boulay Financial Advisors
Eden Prairie,
Minnesota
|
$163M
|
+$4.7M
|
+16,947
|
+3%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$150M
|
-$8.38M
|
-30,259
|
-5%
|
|
|
14
|
Raymond James Financial
St Petersburg,
Florida
|
$144M
|
+$6.71M
|
+24,233
|
+5%
|
|
|
15
|
Truist Financial
Charlotte,
North Carolina
|
$143M
|
-$18.6M
|
-67,017
|
-11%
|
|
|
16
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$140M
|
+$1.08M
|
+3,895
|
+0.8%
|
|
|
17
|
Lido Advisors
Los Angeles,
California
|
$127M
|
-$3.77M
|
-13,594
|
-3%
|
|
|
18
|
Victory Financial Group
Austin,
Texas
|
$124M
|
+$1.9M
|
+6,871
|
+2%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$115M
|
-$7.62M
|
-27,491
|
-6%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$112M
|
-$256M
|
-923,284
|
-70%
|
|
|
21
|
MML Investors Services
Springfield,
Massachusetts
|
$106M
|
-$8.64M
|
-31,189
|
-8%
|
|
|
22
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$104M
|
-$191K
|
-688
|
-0.2%
|
|
|
23
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$99.2M
|
-$16.4M
|
-59,081
|
-14%
|
|
|
24
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$96.9M
|
-$3.13M
|
-11,290
|
-3%
|
|
|
25
|
SVB Wealth
Boston,
Massachusetts
|
$83.8M
|
-$5.41M
|
-19,541
|
-6%
|
|
