|
1
|
Northern Trust
Chicago,
Illinois
|
$278M
|
-$31.7M
|
-330,359
|
-10%
|
|
|
2
|
Charles Schwab
San Francisco,
California
|
$192M
|
+$5.25M
|
+54,646
|
+3%
|
|
|
3
|
|
$65.6M
|
+$11.2M
|
+116,979
|
+21%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$47M
|
+$27.3M
|
+283,953
|
+139%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$45.1M
|
-$3.96M
|
-41,251
|
-8%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$40.9M
|
+$14.1M
|
+146,570
|
+53%
|
|
|
7
|
State Street
Boston,
Massachusetts
|
$39.7M
|
+$39.6M
|
+412,142
|
New
|
|
|
8
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$37.2M
|
-$529K
|
-5,510
|
-1%
|
|
|
9
|
|
$33.4M
|
+$3.46M
|
+36,034
|
+12%
|
|
|
10
|
Mason Street Advisors
Milwaukee,
Wisconsin
|
$30.9M
|
–
|
–
|
–
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$26.9M
|
-$669K
|
-6,965
|
-2%
|
|
|
12
|
Millennium Management
New York
|
$22.1M
|
+$22M
|
+229,596
|
New
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$21.9M
|
+$2.09M
|
+21,744
|
+11%
|
|
|
14
|
Truist Financial
Charlotte,
North Carolina
|
$21.7M
|
-$975K
|
-10,162
|
-4%
|
|
|
15
|
AssetMark Inc
Concord,
California
|
$18.8M
|
+$16.5M
|
+172,025
|
+744%
|
|
|
16
|
|
$15.3M
|
-$21.4M
|
-222,759
|
-58%
|
|
|
17
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$14.4M
|
+$14.4M
|
+149,528
|
New
|
|
|
18
|
Private Advisor Group
Morristown,
New Jersey
|
$12.2M
|
+$238K
|
+2,475
|
+2%
|
|
|
19
|
Patton Fund Management
Dallas,
Texas
|
$11.8M
|
-$351K
|
-3,652
|
-3%
|
|
|
20
|
Creative Planning
Overland Park,
Kansas
|
$9.93M
|
-$520K
|
-5,420
|
-5%
|
|
|
21
|
Frederick Financial Consultants
Frederick,
Maryland
|
$9.41M
|
+$781K
|
+8,140
|
+9%
|
|
|
22
|
Clearstead Advisors
Cleveland,
Ohio
|
$8.06M
|
+$3.62M
|
+37,664
|
+82%
|
|
|
23
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
$6.23M
|
+$288K
|
+2,998
|
+5%
|
|
|
24
|
|
$6.22M
|
-$1.11M
|
-11,538
|
-15%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.79M
|
+$65.8K
|
+685
|
+1%
|
|
