|
1
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$1.01B
|
+$1.06B
|
+11,085,943
|
New
|
|
|
2
|
|
$997M
|
+$22.7M
|
+237,006
|
+2%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$616M
|
+$65.5M
|
+684,641
|
+11%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$528M
|
-$28.2M
|
-294,808
|
-5%
|
|
|
5
|
Jones Financial Companies
Des Peres,
Missouri
|
$350M
|
+$7.57M
|
+79,176
|
+2%
|
|
|
6
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$277M
|
-$10.9M
|
-113,667
|
-4%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$257M
|
+$3.24M
|
+33,902
|
+1%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$247M
|
+$21.6M
|
+225,697
|
+9%
|
|
|
9
|
Bishop & Co Investment Management
Erie,
Pennsylvania
|
$234M
|
-$22.6M
|
-235,935
|
Closed
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$210M
|
-$6.73M
|
-70,405
|
-3%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$198M
|
-$122M
|
-1,274,674
|
-37%
|
|
|
12
|
Commerce Bank
Kansas City,
Missouri
|
$193M
|
+$2.58M
|
+26,940
|
+1%
|
|
|
13
|
Cassaday & Co Wealth Management
Mclean,
Virginia
|
$183M
|
+$1.54M
|
+16,133
|
+0.8%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$146M
|
+$9.7M
|
+101,412
|
+7%
|
|
|
15
|
US Bancorp
Minneapolis,
Minnesota
|
$134M
|
+$1.77M
|
+18,464
|
+1%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$133M
|
+$29.4M
|
+307,909
|
+27%
|
|
|
17
|
Fidelity Investments
Boston,
Massachusetts
|
$125M
|
-$9.91M
|
-103,680
|
-7%
|
|
|
18
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$107M
|
+$112M
|
+1,169,467
|
New
|
|
|
19
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$103M
|
-$12.8M
|
-134,065
|
-11%
|
|
|
20
|
Synovus Financial
Columbus,
Georgia
|
$99.8M
|
-$32.4M
|
-338,752
|
-24%
|
|
|
21
|
Wellington Management Group
Boston,
Massachusetts
|
$92.3M
|
+$80.8M
|
+844,932
|
+509%
|
|
|
22
|
|
$87M
|
+$2.33M
|
+24,367
|
+3%
|
|
|
23
|
|
$86.4M
|
+$413K
|
+4,319
|
+0.5%
|
|
|
24
|
Zions Bancorporation
Salt Lake City,
Utah
|
$80.9M
|
-$3.98M
|
-41,610
|
-4%
|
|
|
25
|
Truist Financial
Charlotte,
North Carolina
|
$80.4M
|
-$1.93M
|
-20,140
|
-2%
|
|
