|
1
|
Jones Financial Companies
Des Peres,
Missouri
|
USD 838 M
|
-USD 143 M
|
-2,554,566
|
-15%
|
|
|
2
|
|
USD 195 M
|
+USD 5.59 M
|
+99,760
|
+3%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
USD 129 M
|
+USD 2.74 M
|
+48,940
|
+2%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
USD 126 M
|
+USD 2.57 M
|
+45,844
|
+2%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
USD 110 M
|
-USD 17 M
|
-302,598
|
-14%
|
|
|
6
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
USD 97.2 M
|
-USD 35.7 M
|
-636,238
|
-28%
|
|
|
7
|
Portfolio Solutions
Royal Oak,
Michigan
|
USD 94.9 M
|
-USD 9.8 M
|
-174,604
|
-10%
|
|
|
8
|
United Capital Financial Advisors
Irving,
Texas
|
USD 79.9 M
|
+USD 223 k
|
+3,976
|
+0.3%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
USD 58.3 M
|
+USD 9.7 M
|
+172,986
|
+22%
|
|
|
10
|
Stifel Financial
St. Louis,
Missouri
|
USD 43.3 M
|
+USD 2.18 M
|
+38,830
|
+6%
|
|
|
11
|
M&T Bank
Buffalo,
New York
|
USD 37.8 M
|
-USD 7.9 M
|
-140,978
|
-18%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
USD 32.5 M
|
+USD 1.59 M
|
+28,404
|
+6%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
USD 32.2 M
|
+USD 2.8 M
|
+49,862
|
+10%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
USD 31.2 M
|
-USD 1.97 M
|
-35,198
|
-6%
|
|
|
15
|
Fidelity Investments
Boston,
Massachusetts
|
USD 31 M
|
-USD 64 M
|
-1,140,984
|
-69%
|
|
|
16
|
LPL Financial
San Diego,
California
|
USD 26.7 M
|
-USD 743 k
|
-13,256
|
-3%
|
|
|
17
|
Truist Financial
Charlotte,
North Carolina
|
USD 25 M
|
-USD 457 k
|
-8,154
|
-2%
|
|
|
18
|
|
USD 22.6 M
|
-USD 691 k
|
-12,334
|
-3%
|
|
|
19
|
Bailard
Foster City,
California
|
USD 20.3 M
|
-USD 5.36 M
|
-95,682
|
-22%
|
|
|
20
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
USD 20.2 M
|
+USD 801 k
|
+14,294
|
+4%
|
|
|
21
|
Mariner
Overland Park,
Kansas
|
USD 17.2 M
|
-USD 1.79 M
|
-31,944
|
-10%
|
|
|
22
|
Baird Financial Group
Milwaukee,
Wisconsin
|
USD 17 M
|
-USD 4.15 M
|
-74,100
|
-21%
|
|
|
23
|
People's United Financial
Bridgeport,
Connecticut
|
USD 16.9 M
|
-USD 1.18 M
|
-21,114
|
-7%
|
|
|
24
|
SPC Financial Inc
Rockville,
Maryland
|
USD 16.9 M
|
-USD 56.1 k
|
-1,000
|
-0.4%
|
|
|
25
|
Probity Advisors
Dallas,
Texas
|
USD 16.2 M
|
+USD 951 k
|
+16,972
|
+7%
|
|
