|
1
|
Bank of America
Charlotte,
North Carolina
|
$7.11B
|
+$129M
|
+1,367,766
|
+2%
|
|
|
2
|
|
$3.32B
|
+$522M
|
+5,521,374
|
+19%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.63B
|
+$227M
|
+2,396,821
|
+10%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$1.84B
|
+$108M
|
+1,138,182
|
+6%
|
|
|
5
|
Fisher Asset Management
Camas,
Washington
|
$1.75B
|
+$133M
|
+1,404,263
|
+8%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$1.34B
|
+$38.3M
|
+405,531
|
+3%
|
|
|
7
|
|
$761M
|
+$24.6M
|
+260,437
|
+3%
|
|
|
8
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$466M
|
+$9.35M
|
+98,881
|
+2%
|
|
|
9
|
Truist Financial
Charlotte,
North Carolina
|
$372M
|
+$45.1M
|
+477,053
|
+14%
|
|
|
10
|
Stifel Financial
St. Louis,
Missouri
|
$340M
|
+$2.59M
|
+27,441
|
+0.8%
|
|
|
11
|
State of Tennessee, Department of Treasury
Nashville,
Tennessee
|
$318M
|
+$12.8M
|
+135,096
|
+4%
|
|
|
12
|
Bank of New York Mellon
New York
|
$314M
|
-$3.21M
|
-34,005
|
-1%
|
|
|
13
|
Allworth Financial
Folsom,
California
|
$294M
|
+$6.72M
|
+71,046
|
+2%
|
|
|
14
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$290M
|
+$17.9M
|
+189,271
|
+7%
|
|
|
15
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$269M
|
+$2.21M
|
+23,415
|
+0.8%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$249M
|
-$28.5K
|
-302
|
-0%
|
|
|
17
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$229M
|
+$14.6M
|
+154,109
|
+7%
|
|
|
18
|
RWA Wealth Partners
Newton,
Massachusetts
|
$225M
|
-$9.08M
|
-96,116
|
-4%
|
|
|
19
|
|
$212M
|
-$3.93M
|
-41,573
|
-2%
|
|
|
20
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
$187M
|
+$43.4M
|
+458,836
|
+24%
|
|
|
21
|
SEI Investments
Oaks,
Pennsylvania
|
$183M
|
-$45.2M
|
-478,511
|
-20%
|
|
|
22
|
Quotient Wealth Partners
Dallas,
Texas
|
$178M
|
+$3.41M
|
+36,128
|
+2%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$174M
|
-$6.83M
|
-72,294
|
-4%
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
$164M
|
-$19.4M
|
-204,847
|
-11%
|
|
|
25
|
MML Investors Services
Springfield,
Massachusetts
|
$159M
|
+$32.8M
|
+346,993
|
+27%
|
|
