|
1
|
Bank of America
Charlotte,
North Carolina
|
$7.09B
|
+$843M
|
+9,398,204
|
+14%
|
|
|
2
|
|
$2.84B
|
+$263M
|
+2,936,007
|
+11%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.01B
|
-$73M
|
-814,274
|
-4%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$1.62B
|
+$56.7M
|
+632,336
|
+4%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$1.29B
|
+$30.8M
|
+343,504
|
+3%
|
|
|
6
|
|
$665M
|
-$69.4M
|
-773,359
|
-10%
|
|
|
7
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$514M
|
+$98.9M
|
+1,102,208
|
+25%
|
|
|
8
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$393M
|
-$4.38M
|
-48,849
|
-1%
|
|
|
9
|
Bank of New York Mellon
New York
|
$333M
|
-$7.1M
|
-79,135
|
-2%
|
|
|
10
|
Truist Financial
Charlotte,
North Carolina
|
$301M
|
-$282K
|
-3,146
|
-0.1%
|
|
|
11
|
Stifel Financial
St. Louis,
Missouri
|
$285M
|
-$8.68M
|
-96,782
|
-3%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$284M
|
-$8.63M
|
-96,243
|
-3%
|
|
|
13
|
State of Tennessee, Department of Treasury
Nashville,
Tennessee
|
$277M
|
-$216M
|
-2,408,818
|
-45%
|
|
|
14
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$247M
|
+$10.1M
|
+112,072
|
+4%
|
|
|
15
|
Allworth Financial
Folsom,
California
|
$247M
|
-$85.7K
|
-956
|
-0%
|
|
|
16
|
|
$245M
|
-$354M
|
-3,947,197
|
-60%
|
|
|
17
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$219M
|
-$22.7M
|
-252,607
|
-10%
|
|
|
18
|
RWA Wealth Partners
Newton,
Massachusetts
|
$210M
|
+$39.6M
|
+441,120
|
+25%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$204M
|
-$11.5M
|
-128,256
|
-6%
|
|
|
20
|
US Bancorp
Minneapolis,
Minnesota
|
$194M
|
+$51.3M
|
+572,550
|
+38%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$187M
|
-$88.9M
|
-991,447
|
-33%
|
|
|
22
|
Fidelity Investments
Boston,
Massachusetts
|
$178M
|
+$1.36M
|
+15,200
|
+0.8%
|
|
|
23
|
|
$177M
|
+$129M
|
+1,436,276
|
+324%
|
|
|
24
|
SEI Investments
Oaks,
Pennsylvania
|
$177M
|
+$3.13M
|
+34,864
|
+2%
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$164M
|
+$12M
|
+133,298
|
+8%
|
|
