|
1
|
Charles Schwab
San Francisco,
California
|
$1.23B
|
+$34.6M
|
+639,224
|
+3%
|
|
|
2
|
Fidelity Investments
Boston,
Massachusetts
|
$888M
|
+$17M
|
+313,552
|
+2%
|
|
|
3
|
Matson Money Inc
Mason,
Ohio
|
$694M
|
+$18.4M
|
+340,105
|
+3%
|
|
|
4
|
|
$629M
|
-$108M
|
-1,991,818
|
-15%
|
|
|
5
|
Members Trust
Tampa,
Florida
|
$558M
|
+$11.1M
|
+205,400
|
+2%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$526M
|
-$653M
|
-12,054,860
|
-55%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$502M
|
-$15.5M
|
-287,124
|
-3%
|
|
|
8
|
Meiji Yasuda Life Insurance
Tokyo,
Japan
|
$493M
|
–
|
–
|
–
|
|
|
9
|
|
$470M
|
+$86.4M
|
+1,596,430
|
+22%
|
|
|
10
|
Allstate Corporation
Northbrook,
Illinois
|
$427M
|
+$175M
|
+3,229,175
|
+69%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$390M
|
+$10.3M
|
+190,593
|
+3%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$308M
|
-$75.8M
|
-1,399,286
|
-20%
|
|
|
13
|
|
$292M
|
-$50.5M
|
-933,644
|
-15%
|
|
|
14
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$287M
|
-$7.91M
|
-146,047
|
-3%
|
|
|
15
|
Brown Brothers Harriman & Co
New York
|
$267M
|
-$1.02M
|
-18,802
|
-0.4%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$251M
|
-$45.6M
|
-842,792
|
-15%
|
|
|
17
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$217M
|
+$218M
|
+4,032,452
|
New
|
|
|
18
|
LPL Financial
San Diego,
California
|
$190M
|
-$134M
|
-2,476,410
|
-41%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$185M
|
+$59.8K
|
+1,105
|
+0%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$185M
|
+$4.13M
|
+76,337
|
+2%
|
|
|
21
|
AssetMark Inc
Concord,
California
|
$182M
|
+$183M
|
+3,372,078
|
+75,404%
|
|
|
22
|
Stifel Financial
St. Louis,
Missouri
|
$148M
|
-$13.2M
|
-243,726
|
-8%
|
|
|
23
|
Arch Capital Group
Pembroke,
Bermuda
|
$139M
|
–
|
–
|
–
|
|
|
24
|
Truist Financial
Charlotte,
North Carolina
|
$132M
|
-$7.38M
|
-136,379
|
-5%
|
|
|
25
|
|
$116M
|
-$17.2M
|
-317,753
|
-13%
|
|
