|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$338M
|
+$238M
|
+4,638,351
|
+253%
|
|
|
2
|
BlackRock Fund Advisors
San Francisco,
California
|
$220M
|
+$7.82M
|
+152,589
|
+4%
|
|
|
3
|
TIAA CREF Trust
St Louis,
Missouri
|
$183M
|
+$53.8M
|
+1,050,074
|
+43%
|
|
|
4
|
Bessemer Group
Woodbridge,
New Jersey
|
$183M
|
+$80.8M
|
+1,576,418
|
+82%
|
|
|
5
|
|
$81.7M
|
+$5.56M
|
+108,484
|
+7%
|
|
|
6
|
BlackRock Group
London,
United Kingdom
|
$79.9M
|
-$22.5M
|
-438,393
|
-22%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$69.6M
|
+$27M
|
+527,536
|
+66%
|
|
|
8
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$69M
|
+$5.38M
|
+104,891
|
+9%
|
|
|
9
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$67M
|
+$15.9M
|
+310,137
|
+32%
|
|
|
10
|
Raymond James & Associates
St Petersburg,
Florida
|
$63.9M
|
+$7.89M
|
+153,886
|
+14%
|
|
|
11
|
|
$55.2M
|
-$7.18M
|
-140,109
|
-12%
|
|
|
12
|
Creative Planning
Overland Park,
Kansas
|
$51.6M
|
+$19.4M
|
+379,371
|
+62%
|
|
|
13
|
Franklin Resources
San Mateo,
California
|
$50.4M
|
-$25.8M
|
-502,716
|
-34%
|
|
|
14
|
Jones Financial Companies
Des Peres,
Missouri
|
$46.8M
|
+$2.69M
|
+52,493
|
+6%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$44.8M
|
+$708K
|
+13,811
|
+2%
|
|
|
16
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$44.3M
|
-$162K
|
-3,168
|
-0.4%
|
|
|
17
|
Lenox Wealth Advisors
New York
|
$44.2M
|
+$51.1M
|
+996,290
|
+325%
|
|
|
18
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$37.4M
|
+$1.31M
|
+25,634
|
+4%
|
|
|
19
|
|
$37M
|
+$9.6M
|
+187,287
|
+36%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$28.8M
|
-$12M
|
-233,148
|
-30%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$28.2M
|
+$6.15M
|
+119,891
|
+29%
|
|
|
22
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$26.5M
|
+$8.34M
|
+162,699
|
+47%
|
|
|
23
|
Truist Financial
Charlotte,
North Carolina
|
$24.1M
|
+$2.37M
|
+46,302
|
+11%
|
|
|
24
|
JOYN Advisors
Atlanta,
Georgia
|
$21.9M
|
+$21M
|
+408,941
|
+4,110%
|
|
|
25
|
Barclays
London,
United Kingdom
|
$21.2M
|
+$1.64M
|
+31,925
|
+8%
|
|
