|
1
|
TIAA FSB
Jacksonville,
Florida
|
$7.43億
|
-$3090万
|
-613,167
|
-4%
|
|
|
2
|
Jones Financial Companies
Des Peres,
Missouri
|
$5.74億
|
-$2.35億
|
-4,655,618
|
-30%
|
|
|
3
|
Fidelity Investments
Boston,
Massachusetts
|
$3.84億
|
-$1.19億
|
-2,367,727
|
-25%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$2.64億
|
+$1.09億
|
+2,163,623
|
+78%
|
|
|
5
|
Creative Planning
Overland Park,
Kansas
|
$2.63億
|
+$787万
|
+156,238
|
+3%
|
|
|
6
|
|
$2.01億
|
-$275万
|
-54,511
|
-1%
|
|
|
7
|
Bank of New York Mellon
New York
|
$1.84億
|
-$2912万
|
-577,780
|
-14%
|
|
|
8
|
Matson Money Inc
Mason,
Ohio
|
$1.74億
|
+$31.7万
|
+6,295
|
+0.2%
|
|
|
9
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$1.39億
|
-$735万
|
-145,940
|
-5%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.38億
|
-$6448万
|
-1,279,558
|
-33%
|
|
|
11
|
Truist Financial
Charlotte,
North Carolina
|
$1.21億
|
-$9871万
|
-1,958,766
|
-46%
|
|
|
12
|
|
$1.1億
|
-$436万
|
-86,481
|
-4%
|
|
|
13
|
|
$7829万
|
+$836万
|
+165,966
|
+13%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$7222万
|
+$723万
|
+143,390
|
+12%
|
|
|
15
|
Richard Bernstein Advisors
New York
|
$6560万
|
+$6165万
|
+1,223,386
|
新規
|
|
|
16
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$6357万
|
+$1990万
|
+394,997
|
+50%
|
|
|
17
|
Natixis Advisors
Boston,
Massachusetts
|
$6314万
|
-$2205万
|
-437,656
|
-27%
|
|
|
18
|
State Street
Boston,
Massachusetts
|
$5635万
|
-$1380万
|
-273,944
|
-21%
|
|
|
19
|
Ameriprise
Minneapolis,
Minnesota
|
$5632万
|
+$4328万
|
+858,882
|
+448%
|
|
|
20
|
Northern Trust
Chicago,
Illinois
|
$5203万
|
+$2854万
|
+566,328
|
+140%
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$5077万
|
-$511万
|
-101,479
|
-10%
|
|
|
22
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$3863万
|
+$1680万
|
+333,366
|
+86%
|
|
|
23
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$3811万
|
+$245万
|
+48,608
|
+7%
|
|
|
24
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$3568万
|
-$1446万
|
-286,959
|
-30%
|
|
|
25
|
AE Wealth Management
Topeka,
Kansas
|
$3412万
|
+$213万
|
+42,248
|
+7%
|
|
