|
1
|
|
$3.14B
|
-$776M
|
-6,383,135
|
-20%
|
|
|
2
|
Fidelity Investments
Boston,
Massachusetts
|
$2.5B
|
+$307M
|
+2,526,416
|
+14%
|
|
|
3
|
AssetMark Inc
Concord,
California
|
$716M
|
+$551M
|
+4,538,555
|
+335%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$648M
|
+$154M
|
+1,265,850
|
+31%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$594M
|
+$45.9M
|
+378,034
|
+8%
|
|
|
6
|
|
$551M
|
+$114M
|
+934,483
|
+26%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$512M
|
+$324M
|
+2,670,507
|
+174%
|
|
|
8
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$410M
|
+$408M
|
+3,358,372
|
+170,217%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$406M
|
-$38.5M
|
-316,883
|
-9%
|
|
|
10
|
|
$389M
|
+$125M
|
+1,028,813
|
+48%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$284M
|
+$39.4M
|
+324,231
|
+16%
|
|
|
12
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$207M
|
+$1.4M
|
+11,481
|
+0.7%
|
|
|
13
|
Wealthcare Capital Management
Richmond,
Virginia
|
$194M
|
+$3.31M
|
+27,277
|
+2%
|
|
|
14
|
Windham Capital Management
Boston,
Massachusetts
|
$182M
|
+$5.69M
|
+46,836
|
+3%
|
|
|
15
|
1607 Capital Partners
Richmond,
Virginia
|
$154M
|
-$328K
|
-2,700
|
-0.2%
|
|
|
16
|
Stifel Financial
St. Louis,
Missouri
|
$154M
|
-$26.3M
|
-216,818
|
-15%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$144M
|
-$65.4M
|
-538,000
|
-31%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$142M
|
+$34.8M
|
+286,753
|
+33%
|
|
|
19
|
Truist Financial
Charlotte,
North Carolina
|
$137M
|
-$106M
|
-873,252
|
-44%
|
|
|
20
|
State Street
Boston,
Massachusetts
|
$137M
|
-$236K
|
-1,939
|
-0.2%
|
|
|
21
|
Credit Suisse
Zurich,
Switzerland
|
$127M
|
-$19.4M
|
-159,784
|
-13%
|
|
|
22
|
Choate Investment Advisors
Boston,
Massachusetts
|
$118M
|
+$82.8M
|
+681,123
|
+235%
|
|
|
23
|
Brouwer & Janachowski
Mill Valley,
California
|
$110M
|
+$3.17M
|
+26,079
|
+3%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$97.2M
|
+$3.15M
|
+25,960
|
+3%
|
|
|
25
|
|
$88.6M
|
-$35.1M
|
-289,260
|
-28%
|
|
