|
1
|
Charles Schwab
San Francisco,
California
|
$626M
|
-$21.8M
|
-764,300
|
-3%
|
|
|
2
|
Ameriprise
Minneapolis,
Minnesota
|
$103M
|
+$14.1M
|
+493,053
|
+15%
|
|
|
3
|
Fidelity Investments
Boston,
Massachusetts
|
$91.9M
|
+$483K
|
+16,928
|
+0.5%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$77.6M
|
+$4.05M
|
+142,081
|
+5%
|
|
|
5
|
|
$60.4M
|
+$2.99M
|
+104,843
|
+5%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$46.3M
|
-$786K
|
-27,559
|
-2%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$45.6M
|
+$613K
|
+21,477
|
+1%
|
|
|
8
|
Victory Capital Management
San Antonio,
Texas
|
$45.4M
|
–
|
–
|
–
|
|
|
9
|
Daiwa Securities Group
Tokyo,
Japan
|
$29M
|
+$9.99M
|
+350,000
|
+51%
|
|
|
10
|
Bank of New York Mellon
New York
|
$26.2M
|
-$236K
|
-8,273
|
-0.9%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$18.9M
|
+$2.87M
|
+100,746
|
+17%
|
|
|
12
|
Cidel Asset Management
Toronto, Ontario,
Ontario, Canada
|
$18.4M
|
+$1.11M
|
+38,952
|
+6%
|
|
|
13
|
Old Mission Capital
Chicago,
Illinois
|
$18M
|
+$13.6M
|
+474,995
|
+276%
|
|
|
14
|
|
$17.1M
|
-$24.1M
|
-843,215
|
-58%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$16.7M
|
+$4.37M
|
+153,319
|
+34%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$15.9M
|
+$958K
|
+33,571
|
+6%
|
|
|
17
|
HighTower Advisors
Chicago,
Illinois
|
$14.4M
|
-$2.31M
|
-81,065
|
-14%
|
|
|
18
|
Axiom Financial Strategies
New Albany,
Indiana
|
$14.2M
|
-$141K
|
-4,957
|
-1%
|
|
|
19
|
Truist Financial
Charlotte,
North Carolina
|
$14M
|
+$4.16M
|
+145,710
|
+41%
|
|
|
20
|
State of Wisconsin Investment Board
Madison,
Wisconsin
|
$12.8M
|
–
|
–
|
–
|
|
|
21
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$11.4M
|
+$195K
|
+6,825
|
+2%
|
|
|
22
|
Raymond James Financial
St Petersburg,
Florida
|
$11.1M
|
+$1.33M
|
+46,671
|
+13%
|
|
|
23
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$9.82M
|
+$435K
|
+15,240
|
+5%
|
|
|
24
|
|
$9.21M
|
+$9.42M
|
+330,254
|
New
|
|
|
25
|
Johnson & White Wealth Management
York,
Pennsylvania
|
$8.58M
|
+$106K
|
+3,729
|
+1%
|
|
