|
1
|
Jones Financial Companies
Des Peres,
Missouri
|
$159M
|
+$6.99M
|
+104,355
|
+5%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$130M
|
+$3.07M
|
+45,775
|
+2%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$120M
|
+$35.8M
|
+533,861
|
+41%
|
|
|
4
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$71.2M
|
-$1.79M
|
-26,758
|
-2%
|
|
|
5
|
M&T Bank
Buffalo,
New York
|
$68.5M
|
+$792K
|
+11,818
|
+1%
|
|
|
6
|
US Bancorp
Minneapolis,
Minnesota
|
$52.7M
|
+$4.09M
|
+60,994
|
+8%
|
|
|
7
|
|
$39.6M
|
+$6.93M
|
+103,483
|
+21%
|
|
|
8
|
Convergent Wealth Advisors
Potomac,
Maryland
|
$29M
|
-$638K
|
-9,518
|
-2%
|
|
|
9
|
Managed Account Advisors
Jersey City,
New Jersey
|
$28.8M
|
+$16.6M
|
+247,552
|
+130%
|
|
|
10
|
Macquarie Group
Sydney, NSW 2000,
Australia
|
$23.9M
|
-$228K
|
-3,410
|
-0.9%
|
|
|
11
|
Truist Financial
Charlotte,
North Carolina
|
$20.6M
|
+$2.09M
|
+31,266
|
+11%
|
|
|
12
|
Country Club Trust
Kansas City,
Missouri
|
$20.2M
|
-$123K
|
-1,837
|
-0.6%
|
|
|
13
|
Mutual of America Capital Management
New York
|
$18.9M
|
+$2.58M
|
+38,465
|
+15%
|
|
|
14
|
Choate Investment Advisors
Boston,
Massachusetts
|
$17.7M
|
-$14.2M
|
-212,072
|
-44%
|
|
|
15
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$16.3M
|
+$596K
|
+8,890
|
+4%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$15.8M
|
+$16M
|
+239,465
|
New
|
|
|
17
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$13.9M
|
+$3.25M
|
+48,520
|
+30%
|
|
|
18
|
BOK Financial
Tulsa,
Oklahoma
|
$13.5M
|
-$414K
|
-6,179
|
-3%
|
|
|
19
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$13.1M
|
+$1.14M
|
+16,978
|
+9%
|
|
|
20
|
|
$11.5M
|
–
|
–
|
–
|
|
|
21
|
Bank of New York Mellon
New York
|
$9.73M
|
-$20.5K
|
-306
|
-0.2%
|
|
|
22
|
Aspiriant LLC
Los Angeles,
California
|
$9.7M
|
+$9.88M
|
+147,414
|
New
|
|
|
23
|
One Capital Management
Westlake Village,
California
|
$9.63M
|
+$753K
|
+11,233
|
+8%
|
|
|
24
|
Haberer Registered Investment Advisor
Cincinnati,
Ohio
|
$9.51M
|
-$1.46M
|
-21,810
|
-13%
|
|
|
25
|
TD Capital Management
Memphis,
Tennessee
|
$8.95M
|
-$466K
|
-6,956
|
-5%
|
|
