|
1
|
Bank of America
Charlotte,
North Carolina
|
$8.19B
|
+$461M
|
+4,252,343
|
+6%
|
|
|
2
|
|
$1.85B
|
-$146M
|
-1,350,170
|
-7%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.13B
|
+$110M
|
+1,017,277
|
+11%
|
|
|
4
|
Charles Schwab
San Francisco,
California
|
$897M
|
+$16.5M
|
+152,386
|
+2%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$846M
|
+$59.2M
|
+546,160
|
+7%
|
|
|
6
|
|
$623M
|
+$22.8M
|
+210,475
|
+4%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$508M
|
-$139M
|
-1,284,583
|
-21%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$372M
|
+$913K
|
+8,418
|
+0.2%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$341M
|
+$21.3M
|
+196,495
|
+7%
|
|
|
10
|
Stifel Financial
St. Louis,
Missouri
|
$304M
|
-$3.18M
|
-29,358
|
-1%
|
|
|
11
|
|
$290M
|
+$76M
|
+700,740
|
+35%
|
|
|
12
|
United Capital Financial Advisors
Irving,
Texas
|
$266M
|
+$104K
|
+957
|
+0%
|
|
|
13
|
Truist Financial
Charlotte,
North Carolina
|
$215M
|
+$23.9M
|
+220,391
|
+12%
|
|
|
14
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$203M
|
+$10.6K
|
+98
|
+0%
|
|
|
15
|
|
$172M
|
–
|
–
|
–
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$159M
|
-$17.1M
|
-157,258
|
-10%
|
|
|
17
|
AssetMark Inc
Concord,
California
|
$152M
|
-$17.2M
|
-158,708
|
-10%
|
|
|
18
|
State of Tennessee, Department of Treasury
Nashville,
Tennessee
|
$152M
|
–
|
–
|
–
|
|
|
19
|
1607 Capital Partners
Richmond,
Virginia
|
$149M
|
+$12.7M
|
+116,920
|
+9%
|
|
|
20
|
Raymond James & Associates
St Petersburg,
Florida
|
$145M
|
+$19.8M
|
+182,549
|
+16%
|
|
|
21
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$145M
|
-$955K
|
-8,805
|
-0.7%
|
|
|
22
|
AlphaCentric Advisors
San Juan,
Puerto Rico
|
$142M
|
+$10.8M
|
+100,000
|
+8%
|
|
|
23
|
Garrison Point Capital
Walnut Creek,
California
|
$142M
|
+$10.8M
|
+100,000
|
+8%
|
|
|
24
|
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
|
$117M
|
+$34.9M
|
+321,330
|
+42%
|
|
|
25
|
Hancock Whitney
Gulfport,
Mississippi
|
$105M
|
-$6.32M
|
-58,261
|
-6%
|
|
