|
1
|
Bank of America
Charlotte,
North Carolina
|
$6.68B
|
+$114M
|
+1,246,823
|
+2%
|
|
|
2
|
|
$2.68B
|
+$355M
|
+3,899,449
|
+15%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.3B
|
+$258M
|
+2,829,414
|
+13%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$1.66B
|
+$105M
|
+1,157,953
|
+7%
|
|
|
5
|
Fisher Asset Management
Camas,
Washington
|
$1.55B
|
+$1.49B
|
+16,322,610
|
+3,030%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$1.25B
|
-$3.07M
|
-33,752
|
-0.2%
|
|
|
7
|
|
$706M
|
+$2.46M
|
+27,055
|
+0.4%
|
|
|
8
|
Charles Schwab
San Francisco,
California
|
$510M
|
+$498M
|
+5,470,144
|
+6,383%
|
|
|
9
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$438M
|
+$9.78M
|
+107,420
|
+2%
|
|
|
10
|
Stifel Financial
St. Louis,
Missouri
|
$323M
|
-$2.65M
|
-29,051
|
-0.8%
|
|
|
11
|
Truist Financial
Charlotte,
North Carolina
|
$312M
|
-$9.22M
|
-101,185
|
-3%
|
|
|
12
|
Bank of New York Mellon
New York
|
$304M
|
-$11.7M
|
-128,333
|
-4%
|
|
|
13
|
State of Tennessee, Department of Treasury
Nashville,
Tennessee
|
$292M
|
+$13.6M
|
+149,309
|
+5%
|
|
|
14
|
Allworth Financial
Folsom,
California
|
$278M
|
+$20.2M
|
+221,766
|
+8%
|
|
|
15
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$260M
|
+$3.9M
|
+42,848
|
+2%
|
|
|
16
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$256M
|
+$220M
|
+2,412,792
|
+646%
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$238M
|
-$59.7M
|
-656,025
|
-20%
|
|
|
18
|
RWA Wealth Partners
Newton,
Massachusetts
|
$224M
|
+$15M
|
+165,019
|
+7%
|
|
|
19
|
SEI Investments
Oaks,
Pennsylvania
|
$219M
|
+$37.4M
|
+411,096
|
+21%
|
|
|
20
|
|
$207M
|
-$14.2M
|
-156,422
|
-6%
|
|
|
21
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$205M
|
-$7.82M
|
-85,868
|
-4%
|
|
|
22
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
$178M
|
+$20.9M
|
+229,989
|
+13%
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$176M
|
+$1.86M
|
+20,384
|
+1%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$174M
|
-$11M
|
-121,089
|
-6%
|
|
|
25
|
Quotient Wealth Partners
Dallas,
Texas
|
$167M
|
+$14.6M
|
+159,908
|
+10%
|
|
