|
1
|
Bank of America
Charlotte,
North Carolina
|
$1B
|
+$70.3M
|
+1,709,979
|
+8%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$626M
|
+$28.4M
|
+691,727
|
+5%
|
|
|
3
|
Raymond James & Associates
St Petersburg,
Florida
|
$502M
|
+$26.7M
|
+649,826
|
+6%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$394M
|
-$17.1M
|
-416,244
|
-4%
|
|
|
5
|
TIAA FSB
Jacksonville,
Florida
|
$359M
|
+$18.1M
|
+440,918
|
+5%
|
|
|
6
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$328M
|
-$27.1M
|
-659,234
|
-8%
|
|
|
7
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs,
Florida
|
$297M
|
-$7.56M
|
-183,900
|
-2%
|
|
|
8
|
Alaska Permanent Fund
Juneau,
Alaska
|
$293M
|
+$62.7M
|
+1,525,000
|
+26%
|
|
|
9
|
|
$226M
|
+$205M
|
+4,978,037
|
+961%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$209M
|
+$10.2M
|
+248,848
|
+5%
|
|
|
11
|
Allstate Corporation
Northbrook,
Illinois
|
$172M
|
+$16.4M
|
+400,000
|
+11%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$148M
|
+$6.41M
|
+155,930
|
+5%
|
|
|
13
|
AssetMark Inc
Concord,
California
|
$92.9M
|
+$3.07M
|
+74,600
|
+3%
|
|
|
14
|
Counterpoint Mutual Funds
San Diego,
California
|
$78.7M
|
-$1.81M
|
-43,969
|
-2%
|
|
|
15
|
Truist Financial
Charlotte,
North Carolina
|
$77M
|
+$3.76M
|
+91,501
|
+5%
|
|
|
16
|
Advisory Alpha
Holland,
Michigan
|
$68.6M
|
+$11.1M
|
+270,720
|
+19%
|
|
|
17
|
Charles Schwab
San Francisco,
California
|
$58.6M
|
+$1.65M
|
+40,068
|
+3%
|
|
|
18
|
Morningstar Investment Services
Chicago,
Illinois
|
$54.1M
|
+$118K
|
+2,869
|
+0.2%
|
|
|
19
|
American Century Companies
Kansas City,
Missouri
|
$53.8M
|
–
|
–
|
–
|
|
|
20
|
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
$53.5M
|
–
|
–
|
–
|
|
|
21
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$52.8M
|
+$2.41M
|
+58,661
|
+5%
|
|
|
22
|
|
$46.6M
|
+$2.35M
|
+57,226
|
+5%
|
|
|
23
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$41.1M
|
+$41M
|
+998,124
|
New
|
|
|
24
|
Richard C. Young & Co
Newport,
Rhode Island
|
$36M
|
+$603K
|
+14,659
|
+2%
|
|
|
25
|
Morningstar Investment Management
Chicago,
Illinois
|
$33.1M
|
–
|
–
|
–
|
|
