|
1
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$1.15B
|
-$5.83M
|
-61,450
|
-0.6%
|
|
|
2
|
|
$1.14B
|
+$1.21M
|
+12,759
|
+0.1%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$688M
|
-$15.1M
|
-159,300
|
-2%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$588M
|
-$14.2M
|
-150,019
|
-3%
|
|
|
5
|
Jones Financial Companies
Des Peres,
Missouri
|
$409M
|
+$8.75M
|
+92,345
|
+2%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$300M
|
+$6.02M
|
+63,473
|
+2%
|
|
|
7
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$294M
|
-$21.2M
|
-223,836
|
-7%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$258M
|
-$22M
|
-232,423
|
-9%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$245M
|
+$4.92M
|
+51,922
|
+2%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$231M
|
+$4.17M
|
+43,938
|
+2%
|
|
|
11
|
Commerce Bank
Kansas City,
Missouri
|
$216M
|
-$3.79M
|
-40,024
|
-2%
|
|
|
12
|
Cassaday & Co Wealth Management
Mclean,
Virginia
|
$213M
|
+$2.56M
|
+26,997
|
+1%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$171M
|
+$3.8M
|
+40,060
|
+3%
|
|
|
14
|
US Bancorp
Minneapolis,
Minnesota
|
$160M
|
+$6.29M
|
+66,389
|
+5%
|
|
|
15
|
Fidelity Investments
Boston,
Massachusetts
|
$132M
|
-$10.2M
|
-107,136
|
-8%
|
|
|
16
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$131M
|
+$8.1M
|
+85,474
|
+7%
|
|
|
17
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$124M
|
+$5.96M
|
+62,900
|
+6%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$120M
|
-$29M
|
-305,668
|
-21%
|
|
|
19
|
|
$99.6M
|
+$685K
|
+7,226
|
+0.8%
|
|
|
20
|
|
$97.5M
|
-$1.8M
|
-18,975
|
-2%
|
|
|
21
|
GLOBALT Investments
Atlanta,
Georgia
|
$96.2M
|
+$87.3M
|
+920,724
|
New
|
|
|
22
|
Truist Financial
Charlotte,
North Carolina
|
$95.2M
|
+$2.96M
|
+31,235
|
+4%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$90M
|
+$6.88M
|
+72,553
|
+9%
|
|
|
24
|
Zions Bancorporation
Salt Lake City,
Utah
|
$87.8M
|
-$4.24M
|
-44,688
|
-5%
|
|
|
25
|
American Family Insurance Mutual Holding
Madison,
Wisconsin
|
$78.8M
|
–
|
–
|
–
|
|
