|
1
|
American International Group
New York
|
$1.35B
|
+$429K
|
+7,800
|
+47%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.28B
|
+$90M
|
+1,637,411
|
+8%
|
|
|
3
|
|
$1.06B
|
-$66.2M
|
-1,203,550
|
-6%
|
|
|
4
|
Fidelity Investments
Boston,
Massachusetts
|
$983M
|
+$755M
|
+13,735,024
|
+337%
|
|
|
5
|
Federal Reserve Bank of New York
New York
|
$687M
|
+$684M
|
+12,448,466
|
New
|
|
|
6
|
|
$638M
|
+$136M
|
+2,481,499
|
+27%
|
|
|
7
|
Matson Money Inc
Mason,
Ohio
|
$563M
|
+$5.61M
|
+102,013
|
+1%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$510M
|
-$23.1M
|
-420,607
|
-4%
|
|
|
9
|
Charles Schwab
San Francisco,
California
|
$439M
|
+$14.4M
|
+261,667
|
+3%
|
|
|
10
|
Members Trust
Tampa,
Florida
|
$439M
|
+$23.7M
|
+431,740
|
+6%
|
|
|
11
|
Meiji Yasuda Life Insurance
Tokyo,
Japan
|
$409M
|
+$105M
|
+1,910,000
|
+35%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$383M
|
+$10.1M
|
+183,822
|
+3%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$356M
|
+$37.7M
|
+686,002
|
+12%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$325M
|
+$36.3M
|
+660,799
|
+13%
|
|
|
15
|
EP Wealth Advisors
Torrance,
California
|
$304M
|
+$25M
|
+455,072
|
+9%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$280M
|
+$4.97M
|
+90,386
|
+2%
|
|
|
17
|
Allstate Corporation
Northbrook,
Illinois
|
$274M
|
+$83.1M
|
+1,511,550
|
+44%
|
|
|
18
|
AssetMark Inc
Concord,
California
|
$273M
|
+$66.5M
|
+1,209,421
|
+32%
|
|
|
19
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$258M
|
+$11.1M
|
+202,817
|
+5%
|
|
|
20
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$257M
|
–
|
–
|
–
|
|
|
21
|
Arch Capital Group
Pembroke,
Bermuda
|
$250M
|
+$249M
|
+4,526,523
|
New
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$187M
|
+$10.7M
|
+194,941
|
+6%
|
|
|
23
|
|
$186M
|
+$773K
|
+14,065
|
+0.4%
|
|
|
24
|
Brown Brothers Harriman & Co
New York
|
$168M
|
–
|
–
|
–
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$166M
|
+$14.1M
|
+256,448
|
+9%
|
|
