|
1
|
WestEnd Advisors
Charlotte,
North Carolina
|
$166B
|
-$113M
|
-1,206,301
|
Closed
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$7.5B
|
+$191M
|
+2,030,980
|
+3%
|
|
|
3
|
Fisher Asset Management
Camas,
Washington
|
$4.84B
|
+$558M
|
+5,932,132
|
+13%
|
|
|
4
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$4.54B
|
+$1.16B
|
+12,311,118
|
+35%
|
|
|
5
|
Creative Planning
Overland Park,
Kansas
|
$2.24B
|
-$6.37M
|
-67,750
|
-0.3%
|
|
|
6
|
Meiji Yasuda Life Insurance
Tokyo,
Japan
|
$1.29B
|
–
|
–
|
–
|
|
|
7
|
LPL Financial
San Diego,
California
|
$1.22B
|
+$51.3M
|
+545,418
|
+4%
|
|
|
8
|
|
$1.14B
|
-$286M
|
-3,040,995
|
-20%
|
|
|
9
|
Federal Reserve Bank of New York
New York
|
$1.12B
|
-$287M
|
-3,052,341
|
-21%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$1.12B
|
-$31.8M
|
-337,693
|
-3%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$912M
|
+$122M
|
+1,295,483
|
+16%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$874M
|
-$429M
|
-4,562,286
|
-33%
|
|
|
13
|
Dai-ichi Life Insurance Company
Tokyo,
Japan
|
$842M
|
–
|
–
|
–
|
|
|
14
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$837M
|
-$32.2M
|
-342,263
|
-4%
|
|
|
15
|
|
$648M
|
+$102M
|
+1,087,533
|
+19%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$641M
|
+$96.1M
|
+1,021,775
|
+18%
|
|
|
17
|
|
$385M
|
+$195M
|
+2,072,404
|
+105%
|
|
|
18
|
Charles Schwab
San Francisco,
California
|
$325M
|
+$95.3M
|
+1,012,631
|
+42%
|
|
|
19
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$317M
|
+$43.3M
|
+460,679
|
+16%
|
|
|
20
|
Truist Financial
Charlotte,
North Carolina
|
$282M
|
+$26.6M
|
+283,159
|
+11%
|
|
|
21
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$250M
|
+$22.7M
|
+240,921
|
+10%
|
|
|
22
|
RiverFront Investment Group
Richmond,
Virginia
|
$241M
|
-$942K
|
-10,009
|
-0.4%
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$219M
|
-$10.8M
|
-115,112
|
-5%
|
|
|
24
|
Vanguard Group
Malvern,
Pennsylvania
|
$209M
|
-$40.4M
|
-429,188
|
-16%
|
|
|
25
|
Varma Mutual Pension Insurance Co
Helsinki,
Finland
|
$195M
|
–
|
–
|
–
|
|
