|
1
|
Bank of America
Charlotte,
North Carolina
|
$1.25B
|
-$34.1M
|
-372,370
|
-3%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.01B
|
+$43.3M
|
+473,474
|
+5%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$893M
|
-$71.3M
|
-779,527
|
-8%
|
|
|
4
|
Jones Financial Companies
Des Peres,
Missouri
|
$553M
|
-$32.1M
|
-350,180
|
-6%
|
|
|
5
|
|
$224M
|
+$1.53M
|
+16,720
|
+0.7%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$192M
|
+$10.3M
|
+112,924
|
+6%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$187M
|
+$48.1M
|
+525,564
|
+35%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$162M
|
+$8.74M
|
+95,537
|
+6%
|
|
|
9
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$151M
|
+$105M
|
+1,147,923
|
+251%
|
|
|
10
|
Diana Davis Spencer Foundation
Bethesda,
Maryland
|
$133M
|
–
|
–
|
–
|
|
|
11
|
US Bancorp
Minneapolis,
Minnesota
|
$121M
|
+$15.9M
|
+174,264
|
+16%
|
|
|
12
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$115M
|
+$111M
|
+1,209,086
|
+4,539%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$110M
|
-$34.1M
|
-372,117
|
-24%
|
|
|
14
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$99.5M
|
+$9.35M
|
+102,177
|
+11%
|
|
|
15
|
Stephens Inc
Little Rock,
Arkansas
|
$81.5M
|
-$4.57M
|
-49,959
|
-5%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$78.1M
|
+$11.5M
|
+125,547
|
+18%
|
|
|
17
|
Bank of New York Mellon
New York
|
$76.9M
|
-$3.32M
|
-36,245
|
-4%
|
|
|
18
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$67.6M
|
+$11.1M
|
+121,445
|
+20%
|
|
|
19
|
Cabana LLC
Fayetteville,
Arkansas
|
$51.8M
|
+$50.8M
|
+555,538
|
New
|
|
|
20
|
Willow Creek Wealth Management
Sebastopol,
California
|
$51.3M
|
+$808K
|
+8,832
|
+2%
|
|
|
21
|
Comerica Bank
Dallas,
Texas
|
$48.5M
|
+$3.38M
|
+36,944
|
+8%
|
|
|
22
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$47.5M
|
-$3.03M
|
-33,102
|
-6%
|
|
|
23
|
Truist Financial
Charlotte,
North Carolina
|
$45.8M
|
+$2.18M
|
+23,765
|
+5%
|
|
|
24
|
Stifel Financial
St. Louis,
Missouri
|
$45.5M
|
+$3.61M
|
+39,439
|
+9%
|
|
|
25
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$45.5M
|
+$5.52M
|
+60,262
|
+14%
|
|
