|
1
|
Regents of the University of California
Oakland,
California
|
$157M
|
–
|
–
|
–
|
|
|
2
|
State Street
Boston,
Massachusetts
|
$34.9M
|
+$382K
|
+13,000
|
+1%
|
|
|
3
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$5.02M
|
+$108K
|
+3,659
|
+2%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$2.09M
|
+$83.7K
|
+2,847
|
+5%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$1.75M
|
-$22.4K
|
-763
|
-1%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.34M
|
+$54.5K
|
+1,854
|
+5%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$1.31M
|
+$1M
|
+34,096
|
+466%
|
|
|
8
|
|
$1.21M
|
-$184K
|
-6,258
|
-14%
|
|
|
9
|
Citadel Advisors
Miami,
Florida
|
$1.2M
|
+$1.11M
|
+37,847
|
New
|
|
|
10
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$1.12M
|
+$1.04M
|
+35,248
|
New
|
|
|
11
|
|
$1.11M
|
-$1.83M
|
-62,361
|
-64%
|
|
|
12
|
Truist Financial
Charlotte,
North Carolina
|
$1.09M
|
+$68.5K
|
+2,331
|
+7%
|
|
|
13
|
|
$1.05M
|
-$233K
|
-7,926
|
-19%
|
|
|
14
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$849K
|
-$250K
|
-8,498
|
-24%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$812K
|
-$308K
|
-10,484
|
-29%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$553K
|
+$4.62K
|
+157
|
+0.9%
|
|
|
17
|
Ulland Investment Advisors
Minneapolis,
Minnesota
|
$511K
|
–
|
–
|
–
|
|
|
18
|
Fingerlakes Wealth Management
Ithaca,
New York
|
$471K
|
+$500
|
+17
|
+0.1%
|
|
|
19
|
Invera Wealth Advisors
Bend,
Oregon
|
$335K
|
+$310K
|
+10,556
|
New
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$271K
|
-$3.47K
|
-118
|
-1%
|
|
|
21
|
United Capital Financial Advisors
Irving,
Texas
|
$255K
|
-$14.1K
|
-479
|
-6%
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$203K
|
-$7.44K
|
-253
|
-4%
|
|
|
23
|
Franklin Resources
San Mateo,
California
|
$162K
|
–
|
–
|
–
|
|
|
24
|
NewEdge Advisors
New Orleans,
Louisiana
|
$138K
|
-$676
|
-23
|
-0.5%
|
|
|
25
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$76K
|
+$470
|
+16
|
+0.7%
|
|
