|
1
|
Jones Financial Companies
Des Peres,
Missouri
|
USD 875 M
|
-USD 6.6 M
|
-104,942
|
-0.7%
|
|
|
2
|
|
USD 204 M
|
+USD 6.2 M
|
+98,634
|
+3%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
USD 145 M
|
+USD 13.4 M
|
+213,698
|
+10%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
USD 128 M
|
+USD 111 k
|
+1,766
|
+0.1%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
USD 98 M
|
-USD 14.1 M
|
-224,256
|
-12%
|
|
|
6
|
Portfolio Solutions
Royal Oak,
Michigan
|
USD 93.7 M
|
-USD 2.89 M
|
-45,896
|
-3%
|
|
|
7
|
United Capital Financial Advisors
Irving,
Texas
|
USD 81.2 M
|
-USD 74.9 k
|
-1,192
|
-0.1%
|
|
|
8
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
USD 68.7 M
|
-USD 30.9 M
|
-492,038
|
-30%
|
|
|
9
|
M&T Bank
Buffalo,
New York
|
USD 67.5 M
|
+USD 29.9 M
|
+475,350
|
+76%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
USD 51.8 M
|
-USD 7.63 M
|
-121,408
|
-13%
|
|
|
11
|
RGT Wealth Advisors
Dallas,
Texas
|
USD 51.4 M
|
+USD 52.8 M
|
+840,166
|
Nuevas
|
|
|
12
|
Stifel Financial
St. Louis,
Missouri
|
USD 50.6 M
|
+USD 6.74 M
|
+107,252
|
+15%
|
|
|
13
|
Fidelity Investments
Boston,
Massachusetts
|
USD 30.2 M
|
-USD 1.3 M
|
-20,670
|
-4%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
USD 28.9 M
|
-USD 2.88 M
|
-45,820
|
-9%
|
|
|
15
|
LPL Financial
San Diego,
California
|
USD 26.4 M
|
-USD 753 k
|
-11,974
|
-3%
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
USD 26.3 M
|
-USD 6.81 M
|
-108,378
|
-20%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
USD 25.1 M
|
-USD 7.87 M
|
-125,216
|
-23%
|
|
|
18
|
|
USD 23.8 M
|
+USD 987 k
|
+15,704
|
+4%
|
|
|
19
|
Truist Financial
Charlotte,
North Carolina
|
USD 21.8 M
|
-USD 3.71 M
|
-58,952
|
-14%
|
|
|
20
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
USD 20.7 M
|
+USD 207 k
|
+3,300
|
+1%
|
|
|
21
|
Bailard
Foster City,
California
|
USD 20 M
|
-USD 736 k
|
-11,712
|
-3%
|
|
|
22
|
SPC Financial Inc
Rockville,
Maryland
|
USD 17.4 M
|
+USD 283 k
|
+4,500
|
+2%
|
|
|
23
|
Probity Advisors
Dallas,
Texas
|
USD 17.1 M
|
+USD 670 k
|
+10,658
|
+4%
|
|
|
24
|
Baird Financial Group
Milwaukee,
Wisconsin
|
USD 17 M
|
-USD 310 k
|
-4,930
|
-2%
|
|
|
25
|
People's United Financial
Bridgeport,
Connecticut
|
USD 16.8 M
|
-USD 429 k
|
-6,826
|
-2%
|
|
