|
1
|
Bank of America
Charlotte,
North Carolina
|
$785M
|
+$43.5M
|
+1,053,765
|
+6%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$542M
|
+$46.7M
|
+1,131,117
|
+10%
|
|
|
3
|
Raymond James & Associates
St Petersburg,
Florida
|
$459M
|
+$29.3M
|
+709,824
|
+7%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$415M
|
-$39.9M
|
-965,607
|
-9%
|
|
|
5
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$365M
|
+$15.2M
|
+367,291
|
+4%
|
|
|
6
|
TIAA FSB
Jacksonville,
Florida
|
$331M
|
+$318M
|
+7,688,668
|
+3,014%
|
|
|
7
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs,
Florida
|
$288M
|
+$8.49M
|
+205,482
|
+3%
|
|
|
8
|
Alaska Permanent Fund
Juneau,
Alaska
|
$242M
|
+$28.9M
|
+700,000
|
+14%
|
|
|
9
|
|
$156M
|
+$106M
|
+2,575,892
|
+223%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$151M
|
+$64.2M
|
+1,554,455
|
+76%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$138M
|
+$6.48M
|
+156,916
|
+5%
|
|
|
12
|
Counterpoint Mutual Funds
San Diego,
California
|
$99.5M
|
+$98.5M
|
+2,384,939
|
New
|
|
|
13
|
AssetMark Inc
Concord,
California
|
$90.2M
|
+$3.21M
|
+77,785
|
+4%
|
|
|
14
|
Morningstar Investment Services
Chicago,
Illinois
|
$72.2M
|
+$4.91M
|
+118,962
|
+7%
|
|
|
15
|
Allstate Corporation
Northbrook,
Illinois
|
$71M
|
-$35.2M
|
-852,000
|
-33%
|
|
|
16
|
Truist Financial
Charlotte,
North Carolina
|
$60.7M
|
+$51.4M
|
+1,244,218
|
+591%
|
|
|
17
|
Charles Schwab
San Francisco,
California
|
$55.7M
|
-$78.4M
|
-1,898,114
|
-59%
|
|
|
18
|
WBI Investments
Red Bank,
New Jersey
|
$54.4M
|
-$12M
|
-289,873
|
-18%
|
|
|
19
|
Advisory Alpha
Holland,
Michigan
|
$54.4M
|
+$53.8M
|
+1,303,738
|
New
|
|
|
20
|
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
$54.2M
|
–
|
–
|
–
|
|
|
21
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$49.4M
|
+$1.42M
|
+34,296
|
+3%
|
|
|
22
|
American Century Companies
Kansas City,
Missouri
|
$41.6M
|
-$6.93M
|
-167,903
|
-14%
|
|
|
23
|
Morningstar Investment Management
Chicago,
Illinois
|
$37.1M
|
+$7.81M
|
+189,080
|
+27%
|
|
|
24
|
Richard C. Young & Co
Newport,
Rhode Island
|
$35.4M
|
+$792K
|
+19,186
|
+2%
|
|
|
25
|
ERTS Wealth Advisors
Marquette,
Michigan
|
$31.1M
|
+$5.6M
|
+135,533
|
+22%
|
|
