|
1
|
Bank of America
Charlotte,
North Carolina
|
$457M
|
-$81.7M
|
-1,617,102
|
-15%
|
|
|
2
|
|
$350M
|
-$22.5M
|
-444,623
|
-6%
|
|
|
3
|
|
$223M
|
-$28M
|
-553,160
|
-11%
|
|
|
4
|
Franklin Resources
San Mateo,
California
|
$189M
|
+$6.67M
|
+131,995
|
+4%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$172M
|
+$8.07M
|
+159,694
|
+5%
|
|
|
6
|
New York Life Investment Management
New York
|
$168M
|
+$136M
|
+2,681,989
|
+435%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$151M
|
-$17.2M
|
-341,223
|
-10%
|
|
|
8
|
Northern Trust
Chicago,
Illinois
|
$151M
|
+$20.9M
|
+414,294
|
+16%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$146M
|
+$37.8M
|
+748,686
|
+35%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$117M
|
-$5.06M
|
-100,193
|
-4%
|
|
|
11
|
AssetMark Inc
Concord,
California
|
$112M
|
+$49.7M
|
+983,167
|
+81%
|
|
|
12
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$101M
|
-$52.3M
|
-1,034,713
|
-34%
|
|
|
13
|
Glenview Trust
Louisville,
Kentucky
|
$87M
|
-$4.19M
|
-82,991
|
-5%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$76M
|
-$8.17M
|
-161,602
|
-10%
|
|
|
15
|
Davenport & Co
Richmond,
Virginia
|
$71.8M
|
-$28M
|
-554,658
|
-28%
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$59.6M
|
-$7.42M
|
-146,773
|
-11%
|
|
|
17
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$56.8M
|
+$3.75M
|
+74,109
|
+7%
|
|
|
18
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$53.3M
|
-$173K
|
-3,425
|
-0.3%
|
|
|
19
|
Barings
Charlotte,
North Carolina
|
$52.4M
|
-$7.84M
|
-155,140
|
-13%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$49.3M
|
-$22.5M
|
-444,389
|
-31%
|
|
|
21
|
BlueCrest Capital Management
St Helier,
Jersey
|
$46.6M
|
+$41.6M
|
+822,391
|
+877%
|
|
|
22
|
Truist Financial
Charlotte,
North Carolina
|
$44.2M
|
-$1.35M
|
-26,631
|
-3%
|
|
|
23
|
Modera Wealth Management
Westwood,
New Jersey
|
$43.2M
|
+$43M
|
+850,105
|
New
|
|
|
24
|
HSBC Holdings
London,
United Kingdom
|
$41.9M
|
-$1.54M
|
-30,475
|
-4%
|
|
|
25
|
Demars Financial Group
Spokane Valley,
Washington
|
$41.5M
|
+$365K
|
+7,229
|
+0.9%
|
|
