|
1
|
Jones Financial Companies
Des Peres,
Missouri
|
$6.85億
|
+$1.15億
|
+2,061,909
|
+15%
|
|
|
2
|
TIAA FSB
Jacksonville,
Florida
|
$6.49億
|
+$3818万
|
+686,903
|
+5%
|
|
|
3
|
Fidelity Investments
Boston,
Massachusetts
|
$4.27億
|
+$8503万
|
+1,529,968
|
+19%
|
|
|
4
|
Creative Planning
Overland Park,
Kansas
|
$2.13億
|
-$5068万
|
-911,880
|
-16%
|
|
|
5
|
Truist Financial
Charlotte,
North Carolina
|
$1.89億
|
+$800万
|
+143,999
|
+4%
|
|
|
6
|
Bank of New York Mellon
New York
|
$1.8億
|
-$4990万
|
-897,755
|
-18%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.73億
|
-$2180万
|
-392,273
|
-9%
|
|
|
8
|
|
$1.7億
|
+$2703万
|
+486,277
|
+15%
|
|
|
9
|
Matson Money Inc
Mason,
Ohio
|
$1.44億
|
-$629万
|
-113,092
|
-3%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$1.24億
|
-$121万
|
-21,766
|
-0.8%
|
|
|
11
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$1.23億
|
-$13.9万
|
-2,503
|
-0.1%
|
|
|
12
|
|
$9546万
|
+$1849万
|
+332,736
|
+19%
|
|
|
13
|
Natixis Advisors
Boston,
Massachusetts
|
$7241万
|
+$1492万
|
+268,517
|
+20%
|
|
|
14
|
Allstate Corporation
Northbrook,
Illinois
|
$6311万
|
-$1.14億
|
-2,057,672
|
-59%
|
|
|
15
|
State Street
Boston,
Massachusetts
|
$5939万
|
+$1870万
|
+336,403
|
+34%
|
|
|
16
|
|
$5802万
|
+$114万
|
+20,580
|
+2%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$5395万
|
-$595万
|
-106,966
|
-8%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$4700万
|
-$595万
|
-107,131
|
-9%
|
|
|
19
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$4270万
|
+$738万
|
+132,766
|
+16%
|
|
|
20
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$3544万
|
+$4054万
|
+729,367
|
+1,192%
|
|
|
21
|
Rinet Company
Boston,
Massachusetts
|
$3053万
|
-$297万
|
-53,479
|
-7%
|
|
|
22
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$2968万
|
-$359万
|
-64,596
|
-9%
|
|
|
23
|
AE Wealth Management
Topeka,
Kansas
|
$2664万
|
-$360万
|
-64,789
|
-10%
|
|
|
24
|
Great Lakes Advisors
Chicago,
Illinois
|
$2558万
|
-$1539万
|
-276,892
|
-33%
|
|
|
25
|
Modera Wealth Management
Westwood,
New Jersey
|
$2546万
|
+$20.9万
|
+3,758
|
+0.7%
|
|
