|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$1.47B
|
+$262M
|
+5,140,225
|
+21%
|
|
|
2
|
Charles Schwab
San Francisco,
California
|
$1.08B
|
-$112M
|
-2,204,049
|
-9%
|
|
|
3
|
Matson Money Inc
Mason,
Ohio
|
$675M
|
-$1.72M
|
-33,868
|
-0.3%
|
|
|
4
|
Johns Hopkins University
Baltimore,
Maryland
|
$530M
|
+$534M
|
+10,486,000
|
New
|
|
|
5
|
|
$493M
|
-$26.8M
|
-525,599
|
-5%
|
|
|
6
|
|
$469M
|
+$219M
|
+4,306,775
|
+87%
|
|
|
7
|
Meiji Yasuda Life Insurance
Tokyo,
Japan
|
$463M
|
–
|
–
|
–
|
|
|
8
|
Members Trust
Tampa,
Florida
|
$461M
|
-$65.4M
|
-1,285,038
|
-12%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$430M
|
-$3M
|
-58,892
|
-0.7%
|
|
|
10
|
|
$425M
|
-$89.9M
|
-1,765,556
|
-17%
|
|
|
11
|
Allstate Corporation
Northbrook,
Illinois
|
$410M
|
-$1.26M
|
-24,778
|
-0.3%
|
|
|
12
|
AssetMark Inc
Concord,
California
|
$379M
|
+$38.2M
|
+750,981
|
+11%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$334M
|
+$2.79M
|
+54,846
|
+0.8%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$275M
|
-$61M
|
-1,197,625
|
-18%
|
|
|
15
|
Arch Capital Group
Pembroke,
Bermuda
|
$274M
|
–
|
–
|
–
|
|
|
16
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$245M
|
-$15.5M
|
-305,059
|
-6%
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$207M
|
-$26.6M
|
-523,405
|
-11%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$198M
|
-$91.8M
|
-1,803,724
|
-32%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$178M
|
+$14.7M
|
+288,957
|
+9%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$150M
|
-$11.3M
|
-222,107
|
-7%
|
|
|
21
|
Stifel Financial
St. Louis,
Missouri
|
$142M
|
-$3.46M
|
-67,939
|
-2%
|
|
|
22
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$112M
|
-$94.2M
|
-1,849,770
|
-45%
|
|
|
23
|
Raymond James & Associates
St Petersburg,
Florida
|
$112M
|
+$9.54M
|
+187,332
|
+9%
|
|
|
24
|
Truist Financial
Charlotte,
North Carolina
|
$107M
|
-$4.06M
|
-79,649
|
-4%
|
|
|
25
|
Pathstone Family Office
Englewood,
New Jersey
|
$99.7M
|
+$100M
|
+1,966,867
|
+34,960%
|
|
