|
1
|
Bank of America
Charlotte,
North Carolina
|
$6.97B
|
+$170M
|
+1,826,521
|
+2%
|
|
|
2
|
|
$4.74B
|
+$1.59B
|
+17,056,138
|
+49%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.64B
|
+$124M
|
+1,336,608
|
+5%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$2B
|
+$248M
|
+2,668,319
|
+14%
|
|
|
5
|
Fisher Asset Management
Camas,
Washington
|
$1.81B
|
+$134M
|
+1,436,342
|
+8%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$1.33B
|
+$50M
|
+536,483
|
+4%
|
|
|
7
|
|
$782M
|
+$54.9M
|
+589,586
|
+7%
|
|
|
8
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$494M
|
+$48.9M
|
+524,695
|
+11%
|
|
|
9
|
State of Tennessee, Department of Treasury
Nashville,
Tennessee
|
$443M
|
+$141M
|
+1,512,788
|
+46%
|
|
|
10
|
Stifel Financial
St. Louis,
Missouri
|
$358M
|
+$33.1M
|
+355,743
|
+10%
|
|
|
11
|
Truist Financial
Charlotte,
North Carolina
|
$339M
|
-$16.5M
|
-176,679
|
-5%
|
|
|
12
|
Bank of New York Mellon
New York
|
$324M
|
+$24M
|
+258,036
|
+8%
|
|
|
13
|
Allworth Financial
Folsom,
California
|
$316M
|
+$34.4M
|
+369,555
|
+12%
|
|
|
14
|
Essential Planning
Portsmouth,
New Hampshire
|
$308M
|
+$304M
|
+3,260,687
|
+6,413%
|
|
|
15
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$301M
|
+$24.4M
|
+262,187
|
+9%
|
|
|
16
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$269M
|
+$11.3M
|
+121,689
|
+4%
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$235M
|
-$2.62M
|
-28,190
|
-1%
|
|
|
18
|
|
$224M
|
+$21M
|
+225,883
|
+10%
|
|
|
19
|
RWA Wealth Partners
Newton,
Massachusetts
|
$220M
|
+$5.19M
|
+55,789
|
+2%
|
|
|
20
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$218M
|
-$1.15M
|
-12,367
|
-0.5%
|
|
|
21
|
SEI Investments
Oaks,
Pennsylvania
|
$189M
|
+$13.8M
|
+147,930
|
+8%
|
|
|
22
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
$181M
|
-$39.9M
|
-428,859
|
-18%
|
|
|
23
|
MML Investors Services
Springfield,
Massachusetts
|
$179M
|
+$27.8M
|
+298,394
|
+18%
|
|
|
24
|
Quotient Wealth Partners
Dallas,
Texas
|
$176M
|
+$6M
|
+64,491
|
+3%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$161M
|
-$5.53M
|
-59,356
|
-3%
|
|
