|
1
|
Bank of America
Charlotte,
North Carolina
|
$6.61B
|
-$350M
|
-3,779,535
|
-5%
|
|
|
2
|
|
$2.33B
|
-$460M
|
-4,977,939
|
-16%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.05B
|
+$79.5M
|
+859,530
|
+4%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$1.56B
|
-$28.9M
|
-312,592
|
-2%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$1.26B
|
-$4M
|
-43,204
|
-0.3%
|
|
|
6
|
|
$779M
|
+$658M
|
+7,116,171
|
+542%
|
|
|
7
|
|
$708M
|
+$55M
|
+594,784
|
+8%
|
|
|
8
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$496M
|
-$8.52M
|
-92,076
|
-2%
|
|
|
9
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$431M
|
+$45.7M
|
+493,780
|
+12%
|
|
|
10
|
Stifel Financial
St. Louis,
Missouri
|
$328M
|
+$48.8M
|
+527,758
|
+17%
|
|
|
11
|
Truist Financial
Charlotte,
North Carolina
|
$324M
|
+$27.9M
|
+301,116
|
+9%
|
|
|
12
|
Bank of New York Mellon
New York
|
$318M
|
-$9.18M
|
-99,206
|
-3%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$301M
|
+$21.4M
|
+231,144
|
+8%
|
|
|
14
|
State of Tennessee, Department of Treasury
Nashville,
Tennessee
|
$281M
|
+$8.51M
|
+91,965
|
+3%
|
|
|
15
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$258M
|
+$15.2M
|
+164,686
|
+6%
|
|
|
16
|
Allworth Financial
Folsom,
California
|
$257M
|
+$14.1M
|
+152,564
|
+6%
|
|
|
17
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$231M
|
+$141M
|
+1,526,826
|
+158%
|
|
|
18
|
|
$223M
|
-$17M
|
-183,798
|
-7%
|
|
|
19
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$215M
|
-$583K
|
-6,304
|
-0.3%
|
|
|
20
|
RWA Wealth Partners
Newton,
Massachusetts
|
$211M
|
+$3.99M
|
+43,102
|
+2%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$186M
|
-$14.8M
|
-160,058
|
-7%
|
|
|
22
|
SEI Investments
Oaks,
Pennsylvania
|
$183M
|
+$9.25M
|
+100,010
|
+5%
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$175M
|
+$14.2M
|
+153,665
|
+9%
|
|
|
24
|
Fidelity Investments
Boston,
Massachusetts
|
$166M
|
-$8.71M
|
-94,192
|
-5%
|
|
|
25
|
Midland Wealth Advisors
Effingham,
Illinois
|
$160M
|
+$10.8M
|
+117,214
|
+7%
|
|
