|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$1.69B
|
+$263M
|
+5,216,331
|
+18%
|
|
|
2
|
Charles Schwab
San Francisco,
California
|
$1.08B
|
+$27.5M
|
+544,206
|
+3%
|
|
|
3
|
Johns Hopkins University
Baltimore,
Maryland
|
$759M
|
+$248M
|
+4,910,350
|
+47%
|
|
|
4
|
Matson Money Inc
Mason,
Ohio
|
$651M
|
-$6.7M
|
-132,764
|
-1%
|
|
|
5
|
|
$531M
|
+$75M
|
+1,485,394
|
+16%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$486M
|
+$68.2M
|
+1,351,387
|
+16%
|
|
|
7
|
|
$439M
|
-$43.3M
|
-858,422
|
-9%
|
|
|
8
|
|
$428M
|
+$14.3M
|
+283,704
|
+3%
|
|
|
9
|
Allstate Corporation
Northbrook,
Illinois
|
$406M
|
+$6.24M
|
+123,568
|
+2%
|
|
|
10
|
AssetMark Inc
Concord,
California
|
$389M
|
+$19.4M
|
+384,358
|
+5%
|
|
|
11
|
Members Trust
Tampa,
Florida
|
$339M
|
-$113M
|
-2,245,704
|
-25%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$307M
|
-$19M
|
-376,985
|
-6%
|
|
|
13
|
Arch Capital Group
Pembroke,
Bermuda
|
$267M
|
–
|
–
|
–
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$251M
|
-$17.4M
|
-345,684
|
-6%
|
|
|
15
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$222M
|
-$17.2M
|
-340,864
|
-7%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$192M
|
-$10.3M
|
-204,484
|
-5%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$192M
|
+$18.5M
|
+367,096
|
+10%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$179M
|
-$10.3M
|
-203,951
|
-5%
|
|
|
19
|
Stifel Financial
St. Louis,
Missouri
|
$136M
|
-$2.22M
|
-44,009
|
-2%
|
|
|
20
|
Truist Financial
Charlotte,
North Carolina
|
$110M
|
+$5.29M
|
+104,850
|
+5%
|
|
|
21
|
Raymond James & Associates
St Petersburg,
Florida
|
$104M
|
-$4.71M
|
-93,395
|
-4%
|
|
|
22
|
One Capital Management
Westlake Village,
California
|
$102M
|
+$7.7M
|
+152,576
|
+8%
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$93.6M
|
-$53.5M
|
-1,059,730
|
-36%
|
|
|
24
|
KeyBank National Association
Cleveland,
Ohio
|
$90.4M
|
-$4.71M
|
-93,341
|
-5%
|
|
|
25
|
Pathstone Family Office
Englewood,
New Jersey
|
$88.4M
|
-$9M
|
-178,399
|
-9%
|
|
