|
1
|
Bank of America
Charlotte,
North Carolina
|
$3.14B
|
+$8.6M
|
+98,232
|
+0.3%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$1.05B
|
-$1.12M
|
-12,767
|
-0.1%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$912M
|
+$47.1M
|
+537,638
|
+5%
|
|
|
4
|
Jones Financial Companies
Des Peres,
Missouri
|
$567M
|
+$16.8M
|
+192,303
|
+3%
|
|
|
5
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$317M
|
+$55.2M
|
+630,861
|
+21%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$155M
|
+$15.8M
|
+180,119
|
+11%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$141M
|
+$5.23M
|
+59,731
|
+4%
|
|
|
8
|
|
$139M
|
+$16.8M
|
+191,957
|
+14%
|
|
|
9
|
Diana Davis Spencer Foundation
Bethesda,
Maryland
|
$124M
|
–
|
–
|
–
|
|
|
10
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$111M
|
-$406K
|
-4,636
|
-0.4%
|
|
|
11
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$105M
|
-$12.2M
|
-139,510
|
-10%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$100M
|
+$16.9M
|
+192,974
|
+20%
|
|
|
13
|
US Bancorp
Minneapolis,
Minnesota
|
$88.6M
|
+$10.8M
|
+122,827
|
+14%
|
|
|
14
|
Advisor Group
Phoenix,
Arizona
|
$80.1M
|
-$3.57M
|
-40,814
|
-4%
|
|
|
15
|
Bank of New York Mellon
New York
|
$72.1M
|
+$4.07M
|
+46,461
|
+6%
|
|
|
16
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$72.1M
|
+$12.2M
|
+139,365
|
+20%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$62.6M
|
+$6.28M
|
+71,732
|
+11%
|
|
|
18
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$55M
|
+$2.17M
|
+24,799
|
+4%
|
|
|
19
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$54.7M
|
+$3.6M
|
+41,113
|
+7%
|
|
|
20
|
Willow Creek Wealth Management
Sebastopol,
California
|
$53.2M
|
+$69K
|
+788
|
+0.1%
|
|
|
21
|
Truist Financial
Charlotte,
North Carolina
|
$44.8M
|
+$44.7M
|
+510,616
|
+17,475%
|
|
|
22
|
Comerica Bank
Dallas,
Texas
|
$42.9M
|
+$927K
|
+10,586
|
+2%
|
|
|
23
|
Stifel Financial
St. Louis,
Missouri
|
$39.6M
|
+$801K
|
+9,143
|
+2%
|
|
|
24
|
Private Advisor Group
Morristown,
New Jersey
|
$38.7M
|
+$8.15M
|
+93,121
|
+27%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$35.9M
|
+$4.15M
|
+47,356
|
+13%
|
|
