|
1
|
Jones Financial Companies
Des Peres,
Missouri
|
$158M
|
+$7.85M
|
+109,051
|
+5%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$143M
|
-$6.15M
|
-85,457
|
-4%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$96.1M
|
+$16.6M
|
+230,327
|
+21%
|
|
|
4
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$70.5M
|
+$896K
|
+12,453
|
+1%
|
|
|
5
|
US Bancorp
Minneapolis,
Minnesota
|
$57.4M
|
-$1.16M
|
-16,144
|
-2%
|
|
|
6
|
Wilmington Trust
Wilmington,
Delaware
|
$46.7M
|
+$1.94M
|
+26,914
|
+4%
|
|
|
7
|
Choate Investment Advisors
Boston,
Massachusetts
|
$41M
|
-$6.21M
|
-86,306
|
-13%
|
|
|
8
|
|
$33.4M
|
+$2.96M
|
+41,167
|
+10%
|
|
|
9
|
Convergent Wealth Advisors
Potomac,
Maryland
|
$33.4M
|
-$1.89M
|
-26,313
|
-5%
|
|
|
10
|
Macquarie Group
Sydney, NSW 2000,
Australia
|
$27.3M
|
-$246K
|
-3,415
|
-0.9%
|
|
|
11
|
Wilmington Trust National Association
Wilmington,
Delaware
|
$25M
|
+$416K
|
+5,784
|
+2%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$25M
|
-$1.6M
|
-22,286
|
-6%
|
|
|
13
|
Country Club Trust
Kansas City,
Missouri
|
$22.4M
|
+$1.26M
|
+17,550
|
+6%
|
|
|
14
|
United Capital Financial Advisors
Irving,
Texas
|
$21M
|
-$1.63M
|
-22,608
|
-7%
|
|
|
15
|
Truist Financial
Charlotte,
North Carolina
|
$18.8M
|
+$5.22M
|
+72,476
|
+39%
|
|
|
16
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$16.9M
|
+$265K
|
+3,678
|
+2%
|
|
|
17
|
Mutual of America Capital Management
New York
|
$15.8M
|
+$5.23M
|
+72,654
|
+50%
|
|
|
18
|
BOK Financial
Tulsa,
Oklahoma
|
$15.3M
|
-$42.8K
|
-595
|
-0.3%
|
|
|
19
|
Managed Account Advisors
Jersey City,
New Jersey
|
$14.6M
|
-$9.35M
|
-129,963
|
-39%
|
|
|
20
|
SG Americas Securities
New York
|
$13.9M
|
+$3.83M
|
+53,200
|
+38%
|
|
|
21
|
|
$12.6M
|
–
|
–
|
–
|
|
|
22
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$12M
|
-$853K
|
-11,850
|
-7%
|
|
|
23
|
Haberer Registered Investment Advisor
Cincinnati,
Ohio
|
$11.2M
|
+$2.42M
|
+33,690
|
+28%
|
|
|
24
|
Bank of New York Mellon
New York
|
$10.9M
|
+$406K
|
+5,640
|
+4%
|
|
|
25
|
|
$10.4M
|
+$1.39M
|
+19,326
|
+15%
|
|
