|
1
|
Regents of the University of California
Oakland,
California
|
$140M
|
–
|
–
|
–
|
|
|
2
|
State Street
Boston,
Massachusetts
|
$30.9M
|
-$1.04M
|
-35,000
|
-3%
|
|
|
3
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$4.39M
|
+$238K
|
+8,017
|
+5%
|
|
|
4
|
|
$2.76M
|
-$2.66M
|
-89,839
|
-48%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$1.79M
|
+$92.4K
|
+3,116
|
+5%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$1.59M
|
+$24.1K
|
+812
|
+1%
|
|
|
7
|
|
$1.26M
|
+$25.2K
|
+849
|
+2%
|
|
|
8
|
|
$1.16M
|
+$1.22M
|
+41,000
|
New
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.15M
|
-$36K
|
-1,213
|
-3%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$1.02M
|
-$323K
|
-10,888
|
-23%
|
|
|
11
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1M
|
-$573K
|
-19,345
|
-35%
|
|
|
12
|
Truist Financial
Charlotte,
North Carolina
|
$908K
|
+$34.6K
|
+1,167
|
+4%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$491K
|
-$74.2K
|
-2,505
|
-13%
|
|
|
14
|
Ulland Investment Advisors
Minneapolis,
Minnesota
|
$458K
|
-$71.1K
|
-2,400
|
-13%
|
|
|
15
|
Fingerlakes Wealth Management
Ithaca,
New York
|
$421K
|
–
|
–
|
–
|
|
|
16
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$340K
|
-$219K
|
-7,390
|
-39%
|
|
|
17
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$298K
|
-$45.7K
|
-1,542
|
-13%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$246K
|
-$51.1K
|
-1,723
|
-17%
|
|
|
19
|
United Capital Financial Advisors
Irving,
Texas
|
$242K
|
–
|
–
|
–
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$208K
|
-$47.4K
|
-1,600
|
-18%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$189K
|
-$89
|
-3
|
-0%
|
|
|
22
|
Franklin Resources
San Mateo,
California
|
$145K
|
–
|
–
|
–
|
|
|
23
|
NewEdge Advisors
New Orleans,
Louisiana
|
$125K
|
–
|
–
|
–
|
|
|
24
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$67K
|
+$70.4K
|
+2,375
|
New
|
|
|
25
|
Ballast Advisors
Woodbury,
Minnesota
|
$25.6K
|
–
|
–
|
–
|
|
