|
1
|
Bank of America
Charlotte,
North Carolina
|
$419M
|
-$38.5M
|
-759,768
|
-8%
|
|
|
2
|
|
$348M
|
-$2.25M
|
-44,288
|
-0.6%
|
|
|
3
|
|
$205M
|
-$17.5M
|
-344,108
|
-8%
|
|
|
4
|
Northern Trust
Chicago,
Illinois
|
$187M
|
+$36.1M
|
+712,205
|
+24%
|
|
|
5
|
Franklin Resources
San Mateo,
California
|
$187M
|
-$2.62M
|
-51,557
|
-1%
|
|
|
6
|
New York Life Investment Management
New York
|
$161M
|
-$6.83M
|
-134,547
|
-4%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$159M
|
+$7.92M
|
+156,029
|
+5%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$159M
|
-$13.9M
|
-273,130
|
-8%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$151M
|
+$91.5M
|
+1,804,501
|
+156%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$135M
|
-$12M
|
-237,215
|
-8%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$126M
|
+$9.15M
|
+180,358
|
+8%
|
|
|
12
|
AssetMark Inc
Concord,
California
|
$111M
|
-$1.36M
|
-26,774
|
-1%
|
|
|
13
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$100M
|
-$781K
|
-15,395
|
-0.8%
|
|
|
14
|
Glenview Trust
Louisville,
Kentucky
|
$88.4M
|
+$1.3M
|
+25,560
|
+1%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$79.9M
|
+$3.85M
|
+75,839
|
+5%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$71.8M
|
+$22.3M
|
+439,516
|
+45%
|
|
|
17
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$62.9M
|
+$5.99M
|
+118,138
|
+11%
|
|
|
18
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$54.6M
|
+$1.19M
|
+23,381
|
+2%
|
|
|
19
|
Barings
Charlotte,
North Carolina
|
$52.5M
|
–
|
–
|
–
|
|
|
20
|
Davenport & Co
Richmond,
Virginia
|
$52.2M
|
-$19.7M
|
-387,897
|
-27%
|
|
|
21
|
Renaissance Technologies
New York
|
$47.3M
|
+$15M
|
+294,900
|
+46%
|
|
|
22
|
Truist Financial
Charlotte,
North Carolina
|
$46.5M
|
+$2.19M
|
+43,259
|
+5%
|
|
|
23
|
Modera Wealth Management
Westwood,
New Jersey
|
$45M
|
+$1.77M
|
+34,971
|
+4%
|
|
|
24
|
HSBC Holdings
London,
United Kingdom
|
$43.7M
|
+$1.71M
|
+33,644
|
+4%
|
|
|
25
|
Demars Financial Group
Spokane Valley,
Washington
|
$43.2M
|
+$1.6M
|
+31,599
|
+4%
|
|
