|
1
|
Charles Schwab
San Francisco,
California
|
$625M
|
-$11M
|
-401,505
|
-2%
|
|
|
2
|
Fidelity Investments
Boston,
Massachusetts
|
$88.3M
|
+$2.58M
|
+94,372
|
+3%
|
|
|
3
|
Ameriprise
Minneapolis,
Minnesota
|
$86.2M
|
+$7.81M
|
+285,839
|
+10%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$71.1M
|
+$8.59M
|
+314,156
|
+14%
|
|
|
5
|
|
$55.5M
|
+$23.3M
|
+852,511
|
+71%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$45.4M
|
+$2.63M
|
+96,377
|
+6%
|
|
|
7
|
Victory Capital Management
San Antonio,
Texas
|
$43.8M
|
–
|
–
|
–
|
|
|
8
|
LPL Financial
San Diego,
California
|
$43.4M
|
-$7.69M
|
-281,261
|
-15%
|
|
|
9
|
|
$39.2M
|
-$1.65M
|
-60,411
|
-4%
|
|
|
10
|
Bank of New York Mellon
New York
|
$25.5M
|
+$3.48M
|
+127,177
|
+15%
|
|
|
11
|
Daiwa Securities Group
Tokyo,
Japan
|
$18.6M
|
-$13.1M
|
-480,000
|
-41%
|
|
|
12
|
Cidel Asset Management
Toronto, Ontario,
Ontario, Canada
|
$16.7M
|
+$1.37M
|
+50,291
|
+9%
|
|
|
13
|
HighTower Advisors
Chicago,
Illinois
|
$16.1M
|
-$340K
|
-12,453
|
-2%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$15.5M
|
-$131K
|
-4,796
|
-0.8%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$14.4M
|
-$1.7M
|
-62,176
|
-10%
|
|
|
16
|
Axiom Financial Strategies
New Albany,
Indiana
|
$13.8M
|
+$6.54M
|
+239,224
|
+87%
|
|
|
17
|
State of Wisconsin Investment Board
Madison,
Wisconsin
|
$12.4M
|
–
|
–
|
–
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$12M
|
+$7.47M
|
+273,180
|
+158%
|
|
|
19
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$10.8M
|
-$186K
|
-6,818
|
-2%
|
|
|
20
|
Truist Financial
Charlotte,
North Carolina
|
$9.61M
|
+$9.77M
|
+357,262
|
New
|
|
|
21
|
Raymond James Financial
St Petersburg,
Florida
|
$9.49M
|
+$1.34M
|
+49,015
|
+16%
|
|
|
22
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$9.06M
|
+$2.12M
|
+77,633
|
+30%
|
|
|
23
|
Johnson & White Wealth Management
York,
Pennsylvania
|
$8.18M
|
+$323K
|
+11,814
|
+4%
|
|
|
24
|
Virtus Family Office
El Paso,
Texas
|
$7.36M
|
+$122K
|
+4,477
|
+2%
|
|
|
25
|
Atlas Legacy Advisors
Los Angeles,
California
|
$6.85M
|
+$836K
|
+30,582
|
+14%
|
|
