|
1
|
Northern Trust
Chicago,
Illinois
|
$309M
|
+$11.9M
|
+115,032
|
+4%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$192M
|
-$8.25M
|
-79,687
|
-4%
|
|
|
3
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$183M
|
-$986K
|
-9,523
|
-0.5%
|
|
|
4
|
Balentine LLC
Atlanta,
Georgia
|
$169M
|
+$4.62M
|
+44,666
|
+3%
|
|
|
5
|
State Street
Boston,
Massachusetts
|
$159M
|
-$52.1M
|
-503,210
|
-24%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$124M
|
+$3.6M
|
+34,741
|
+3%
|
|
|
7
|
Parametric Portfolio Associates
Seattle,
Washington
|
$88.1M
|
+$5.6M
|
+54,086
|
+7%
|
|
|
8
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$87.8M
|
-$843K
|
-8,145
|
-0.9%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$71.2M
|
-$620K
|
-5,994
|
-0.9%
|
|
|
10
|
AssetMark Inc
Concord,
California
|
$48M
|
-$9.53M
|
-92,081
|
-16%
|
|
|
11
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$44.7M
|
+$3M
|
+28,972
|
+7%
|
|
|
12
|
|
$30.7M
|
-$13.8M
|
-133,564
|
-31%
|
|
|
13
|
Truist Financial
Charlotte,
North Carolina
|
$30.2M
|
+$30.6M
|
+295,611
|
New
|
|
|
14
|
|
$28.6M
|
-$403K
|
-3,893
|
-1%
|
|
|
15
|
|
$25.1M
|
-$6.21K
|
-60
|
-0%
|
|
|
16
|
Creative Planning
Overland Park,
Kansas
|
$21.1M
|
-$1.02M
|
-9,842
|
-5%
|
|
|
17
|
Global Financial Private Capital
Sarasota,
Florida
|
$17.8M
|
-$4.15M
|
-40,093
|
-19%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$17M
|
+$2.24M
|
+21,690
|
+15%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$14.3M
|
+$916K
|
+8,849
|
+7%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$13.8M
|
+$345K
|
+3,332
|
+3%
|
|
|
21
|
Advisor Group
Phoenix,
Arizona
|
$13.5M
|
+$5.3M
|
+51,216
|
+63%
|
|
|
22
|
American Financial Advisors
Marietta,
Georgia
|
$13.4M
|
+$138K
|
+1,335
|
+1%
|
|
|
23
|
Ameriprise
Minneapolis,
Minnesota
|
$12.4M
|
-$6.73M
|
-65,027
|
-43%
|
|
|
24
|
Franklin Resources
San Mateo,
California
|
$11.6M
|
–
|
–
|
–
|
|
|
25
|
Stifel Financial
St. Louis,
Missouri
|
$10.6M
|
+$4.73M
|
+45,736
|
+79%
|
|
