|
1
|
Regents of the University of California
Oakland,
California
|
$147M
|
+$142M
|
+4,940,356
|
New
|
|
|
2
|
State Street
Boston,
Massachusetts
|
$33.5M
|
-$1.64M
|
-57,000
|
-5%
|
|
|
3
|
|
$5.57M
|
+$162K
|
+5,633
|
+3%
|
|
|
4
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$4.37M
|
-$986K
|
-34,282
|
-19%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$1.79M
|
+$39.9K
|
+1,388
|
+2%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$1.65M
|
+$13.5K
|
+469
|
+0.9%
|
|
|
7
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.63M
|
+$675K
|
+23,483
|
+75%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$1.4M
|
-$276K
|
-9,606
|
-17%
|
|
|
9
|
|
$1.3M
|
+$72.9K
|
+2,534
|
+6%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.24M
|
+$22.1K
|
+767
|
+2%
|
|
|
11
|
Truist Financial
Charlotte,
North Carolina
|
$919K
|
+$3.25K
|
+113
|
+0.4%
|
|
|
12
|
Citadel Advisors
Miami,
Florida
|
$797K
|
-$1.61M
|
-55,812
|
-68%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$589K
|
-$826K
|
-28,734
|
-59%
|
|
|
14
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$560K
|
-$547K
|
-19,028
|
-50%
|
|
|
15
|
Ulland Investment Advisors
Minneapolis,
Minnesota
|
$552K
|
–
|
–
|
–
|
|
|
16
|
Fingerlakes Wealth Management
Ithaca,
New York
|
$442K
|
+$7.68K
|
+267
|
+2%
|
|
|
17
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$358K
|
–
|
–
|
–
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$310K
|
+$3.25K
|
+113
|
+1%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$266K
|
–
|
–
|
–
|
|
|
20
|
United Capital Financial Advisors
Irving,
Texas
|
$254K
|
+$14.9K
|
+517
|
+6%
|
|
|
21
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$203K
|
+$196K
|
+6,804
|
New
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$198K
|
+$2.99K
|
+104
|
+2%
|
|
|
23
|
Franklin Resources
San Mateo,
California
|
$152K
|
–
|
–
|
–
|
|
|
24
|
NewEdge Advisors
New Orleans,
Louisiana
|
$131K
|
–
|
–
|
–
|
|
|
25
|
Ballast Advisors
Woodbury,
Minnesota
|
$26.9K
|
–
|
–
|
–
|
|
