|
1
|
Bank of America
Charlotte,
North Carolina
|
$709M
|
+$67.7M
|
+1,343,549
|
+10%
|
|
|
2
|
Allworth Financial
Folsom,
California
|
$417M
|
+$9.93M
|
+197,122
|
+2%
|
|
|
3
|
|
$340M
|
+$26.4M
|
+523,808
|
+8%
|
|
|
4
|
|
$263M
|
-$51.6M
|
-1,023,834
|
-16%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$245M
|
+$28.2M
|
+560,383
|
+13%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$187M
|
-$12M
|
-237,291
|
-6%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$184M
|
+$21M
|
+417,240
|
+13%
|
|
|
8
|
Franklin Resources
San Mateo,
California
|
$164M
|
+$165M
|
+3,285,844
|
+54,764%
|
|
|
9
|
Glenview Trust
Louisville,
Kentucky
|
$133M
|
+$661K
|
+13,122
|
+0.5%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$131M
|
+$24.7M
|
+490,068
|
+23%
|
|
|
11
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$124M
|
+$2.65M
|
+52,634
|
+2%
|
|
|
12
|
|
$117M
|
+$114M
|
+2,256,518
|
+2,776%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$110M
|
-$14.9M
|
-296,573
|
-12%
|
|
|
14
|
Davenport & Co
Richmond,
Virginia
|
$99.4M
|
-$5.14M
|
-101,988
|
-5%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$93.8M
|
-$26.9M
|
-534,931
|
-22%
|
|
|
16
|
Fidelity Investments
Boston,
Massachusetts
|
$74.1M
|
-$129M
|
-2,569,760
|
-63%
|
|
|
17
|
Barings
Charlotte,
North Carolina
|
$72.6M
|
+$7.34M
|
+145,800
|
+11%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$68M
|
+$6.84M
|
+135,721
|
+11%
|
|
|
19
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$67.6M
|
-$143K
|
-2,836
|
-0.2%
|
|
|
20
|
US Bancorp
Minneapolis,
Minnesota
|
$61M
|
-$19.3M
|
-382,522
|
-24%
|
|
|
21
|
Truist Financial
Charlotte,
North Carolina
|
$58.7M
|
+$43.7M
|
+868,064
|
+283%
|
|
|
22
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$45.5M
|
+$7.77M
|
+154,197
|
+20%
|
|
|
23
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$42.4M
|
-$44M
|
-874,621
|
-51%
|
|
|
24
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$41.3M
|
+$15.6M
|
+309,639
|
+60%
|
|
|
25
|
Alpha Cubed Investments
Irvine,
California
|
$40.1M
|
+$825K
|
+16,385
|
+2%
|
|
