|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.18B
|
+$102M
|
+1,849,827
|
+9%
|
|
|
2
|
|
$1.12B
|
+$687M
|
+12,509,462
|
+159%
|
|
|
3
|
Matson Money Inc
Mason,
Ohio
|
$554M
|
-$4.26M
|
-77,598
|
-0.8%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$531M
|
-$56.6M
|
-1,029,753
|
-10%
|
|
|
5
|
|
$499M
|
+$92.6M
|
+1,685,293
|
+23%
|
|
|
6
|
Charles Schwab
San Francisco,
California
|
$423M
|
-$89.5M
|
-1,629,049
|
-17%
|
|
|
7
|
Members Trust
Tampa,
Florida
|
$413M
|
+$9.95M
|
+181,169
|
+2%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$371M
|
+$28.8M
|
+524,474
|
+8%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$317M
|
+$18.5M
|
+336,534
|
+6%
|
|
|
10
|
Meiji Yasuda Life Insurance
Tokyo,
Japan
|
$302M
|
+$302M
|
+5,500,000
|
New
|
|
|
11
|
LPL Financial
San Diego,
California
|
$288M
|
+$30.4M
|
+552,847
|
+12%
|
|
|
12
|
EP Wealth Advisors
Torrance,
California
|
$278M
|
+$25.8M
|
+470,109
|
+10%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$274M
|
+$26.8M
|
+488,643
|
+11%
|
|
|
14
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$257M
|
–
|
–
|
–
|
|
|
15
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$246M
|
+$13.5M
|
+246,260
|
+6%
|
|
|
16
|
Truist Financial
Charlotte,
North Carolina
|
$241M
|
+$30M
|
+545,331
|
+14%
|
|
|
17
|
Fidelity Investments
Boston,
Massachusetts
|
$224M
|
-$116M
|
-2,107,521
|
-34%
|
|
|
18
|
AssetMark Inc
Concord,
California
|
$205M
|
+$196M
|
+3,562,644
|
+2,002%
|
|
|
19
|
Allstate Corporation
Northbrook,
Illinois
|
$189M
|
+$65.4M
|
+1,189,993
|
+53%
|
|
|
20
|
|
$184M
|
+$6M
|
+109,311
|
+3%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$176M
|
+$8.77M
|
+159,668
|
+5%
|
|
|
22
|
Brown Brothers Harriman & Co
New York
|
$168M
|
+$168M
|
+3,050,000
|
+279,817%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$164M
|
-$18M
|
-327,168
|
-10%
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$151M
|
+$16.3M
|
+297,325
|
+12%
|
|
|
25
|
Stephens Inc
Little Rock,
Arkansas
|
$109M
|
+$9.85M
|
+179,285
|
+10%
|
|
