|
1
|
Bank of America
Charlotte,
North Carolina
|
$938M
|
+$158M
|
+3,801,823
|
+20%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$602M
|
+$63.2M
|
+1,519,550
|
+12%
|
|
|
3
|
Raymond James & Associates
St Petersburg,
Florida
|
$478M
|
+$22M
|
+528,266
|
+5%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$414M
|
+$1.51M
|
+36,375
|
+0.4%
|
|
|
5
|
TIAA FSB
Jacksonville,
Florida
|
$343M
|
+$13.5M
|
+325,609
|
+4%
|
|
|
6
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$341M
|
-$5.31M
|
-127,739
|
-1%
|
|
|
7
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs,
Florida
|
$307M
|
+$20.5M
|
+493,400
|
+7%
|
|
|
8
|
Alaska Permanent Fund
Juneau,
Alaska
|
$241M
|
–
|
–
|
–
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$200M
|
+$50.1M
|
+1,206,513
|
+33%
|
|
|
10
|
Allstate Corporation
Northbrook,
Illinois
|
$156M
|
+$85.8M
|
+2,064,235
|
+121%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$143M
|
+$6.29M
|
+151,267
|
+5%
|
|
|
12
|
AssetMark Inc
Concord,
California
|
$90.5M
|
+$788K
|
+18,956
|
+0.9%
|
|
|
13
|
Counterpoint Mutual Funds
San Diego,
California
|
$81.2M
|
-$17.8M
|
-429,392
|
-18%
|
|
|
14
|
Truist Financial
Charlotte,
North Carolina
|
$73.8M
|
+$13.5M
|
+323,865
|
+22%
|
|
|
15
|
Advisory Alpha
Holland,
Michigan
|
$57.9M
|
+$3.75M
|
+90,258
|
+7%
|
|
|
16
|
Charles Schwab
San Francisco,
California
|
$57.4M
|
+$1.98M
|
+47,692
|
+4%
|
|
|
17
|
Morningstar Investment Services
Chicago,
Illinois
|
$54.4M
|
-$17.5M
|
-421,477
|
-24%
|
|
|
18
|
American Century Companies
Kansas City,
Missouri
|
$54.2M
|
+$12.8M
|
+308,600
|
+31%
|
|
|
19
|
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
$54M
|
–
|
–
|
–
|
|
|
20
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$50.8M
|
+$1.63M
|
+39,274
|
+3%
|
|
|
21
|
|
$44.6M
|
-$110M
|
-2,656,919
|
-71%
|
|
|
22
|
Richard C. Young & Co
Newport,
Rhode Island
|
$35.6M
|
+$392K
|
+9,421
|
+1%
|
|
|
23
|
Morningstar Investment Management
Chicago,
Illinois
|
$33.4M
|
-$3.5M
|
-84,179
|
-9%
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$31.8M
|
+$2.56M
|
+61,556
|
+9%
|
|
|
25
|
PPM America
Chicago,
Illinois
|
$30.8M
|
+$30.8M
|
+742,096
|
New
|
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