|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$2.66B
|
+$158M
|
+1,296,583
|
+6%
|
|
|
2
|
|
$2.6B
|
-$548M
|
-4,495,832
|
-17%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$703M
|
+$55.5M
|
+454,777
|
+9%
|
|
|
4
|
|
$521M
|
-$29.5M
|
-241,470
|
-5%
|
|
|
5
|
|
$463M
|
+$464M
|
+3,801,115
|
New
|
|
|
6
|
|
$443M
|
+$54.3M
|
+445,041
|
+14%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$430M
|
-$164M
|
-1,347,409
|
-28%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$413M
|
+$7.16M
|
+58,697
|
+2%
|
|
|
9
|
AssetMark Inc
Concord,
California
|
$267M
|
-$452M
|
-3,703,924
|
-63%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$262M
|
-$22.3M
|
-182,530
|
-8%
|
|
|
11
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$237M
|
+$30.3M
|
+247,980
|
+15%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$218M
|
-$294M
|
-2,412,487
|
-57%
|
|
|
13
|
|
$215M
|
+$126M
|
+1,033,442
|
+142%
|
|
|
14
|
Wealthcare Capital Management
Richmond,
Virginia
|
$206M
|
+$12.1M
|
+99,153
|
+6%
|
|
|
15
|
Choate Investment Advisors
Boston,
Massachusetts
|
$157M
|
+$39.1M
|
+320,659
|
+33%
|
|
|
16
|
1607 Capital Partners
Richmond,
Virginia
|
$154M
|
-$525K
|
-4,300
|
-0.3%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$140M
|
-$2.08M
|
-17,034
|
-1%
|
|
|
18
|
State Street
Boston,
Massachusetts
|
$137M
|
+$102K
|
+838
|
+0.1%
|
|
|
19
|
Brouwer & Janachowski
Mill Valley,
California
|
$111M
|
+$257K
|
+2,109
|
+0.2%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$105M
|
-$38.5M
|
-315,377
|
-27%
|
|
|
21
|
Barclays
London,
United Kingdom
|
$104M
|
+$39.1M
|
+320,338
|
+60%
|
|
|
22
|
Truist Financial
Charlotte,
North Carolina
|
$100M
|
-$36.3M
|
-297,917
|
-27%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$93.8M
|
-$3.33M
|
-27,268
|
-3%
|
|
|
24
|
Cerity Partners OCIO
New York
|
$89.4M
|
+$12.3M
|
+101,107
|
+16%
|
|
|
25
|
BNP Paribas Financial Markets
Paris,
France
|
$88.9M
|
+$74.7M
|
+612,620
|
+522%
|
|
