|
1
|
Bank of America
Charlotte,
North Carolina
|
$5.85B
|
+$360M
|
+3,938,227
|
+6%
|
|
|
2
|
|
$2.42B
|
+$249M
|
+2,719,637
|
+11%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.97B
|
-$761M
|
-8,322,337
|
-27%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$1.47B
|
-$127K
|
-1,387
|
-0%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$1.18B
|
+$106M
|
+1,158,175
|
+10%
|
|
|
6
|
|
$696M
|
-$47M
|
-513,940
|
-6%
|
|
|
7
|
|
$581M
|
-$8.7M
|
-95,185
|
-1%
|
|
|
8
|
State of Tennessee, Department of Treasury
Nashville,
Tennessee
|
$475M
|
+$271M
|
+2,959,840
|
+124%
|
|
|
9
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$387M
|
-$15.1M
|
-164,847
|
-4%
|
|
|
10
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$374M
|
+$385M
|
+4,216,251
|
New
|
|
|
11
|
Bank of New York Mellon
New York
|
$321M
|
+$154M
|
+1,688,344
|
+88%
|
|
|
12
|
Truist Financial
Charlotte,
North Carolina
|
$285M
|
+$259K
|
+2,836
|
+0.1%
|
|
|
13
|
Stifel Financial
St. Louis,
Missouri
|
$277M
|
+$32M
|
+350,293
|
+13%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$277M
|
+$16.9M
|
+185,287
|
+6%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$265M
|
+$13.2M
|
+144,959
|
+5%
|
|
|
16
|
Richard Bernstein Advisors
New York
|
$250M
|
-$12.2M
|
-132,935
|
-5%
|
|
|
17
|
Allworth Financial
Folsom,
California
|
$233M
|
+$10.8M
|
+118,416
|
+5%
|
|
|
18
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$229M
|
-$65.4M
|
-715,046
|
-22%
|
|
|
19
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$223M
|
+$230M
|
+2,515,457
|
New
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$204M
|
-$2.79M
|
-30,568
|
-1%
|
|
|
21
|
Fidelity Investments
Boston,
Massachusetts
|
$167M
|
-$7.86K
|
-86
|
-0%
|
|
|
22
|
SEI Investments
Oaks,
Pennsylvania
|
$164M
|
+$12M
|
+131,566
|
+8%
|
|
|
23
|
RWA Wealth Partners
Newton,
Massachusetts
|
$159M
|
+$164M
|
+1,791,755
|
+66,732%
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
$143M
|
-$25.8M
|
-282,002
|
-15%
|
|
|
25
|
Blue Trust Inc
Alpharetta,
Georgia
|
$135M
|
+$2.84M
|
+31,040
|
+2%
|
|
