|
1
|
Jones Financial Companies
Des Peres,
Missouri
|
$190M
|
+$20.5M
|
+299,828
|
+12%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$150M
|
+$11M
|
+161,031
|
+8%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$117M
|
-$10.2M
|
-149,305
|
-8%
|
|
|
4
|
M&T Bank
Buffalo,
New York
|
$93.3M
|
+$19.8M
|
+290,073
|
+28%
|
|
|
5
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$70.7M
|
-$4.97M
|
-72,712
|
-7%
|
|
|
6
|
US Bancorp
Minneapolis,
Minnesota
|
$59.1M
|
+$2.91M
|
+42,532
|
+5%
|
|
|
7
|
|
$39.4M
|
-$2.69M
|
-39,363
|
-7%
|
|
|
8
|
Convergent Wealth Advisors
Potomac,
Maryland
|
$30.2M
|
-$358K
|
-5,231
|
-1%
|
|
|
9
|
Macquarie Group
Sydney, NSW 2000,
Australia
|
$25.4M
|
-$105K
|
-1,530
|
-0.4%
|
|
|
10
|
Mutual of America Capital Management
New York
|
$24.4M
|
+$4.09M
|
+59,830
|
+21%
|
|
|
11
|
Country Club Trust
Kansas City,
Missouri
|
$23M
|
+$1.48M
|
+21,665
|
+7%
|
|
|
12
|
Truist Financial
Charlotte,
North Carolina
|
$22M
|
+$98K
|
+1,434
|
+0.5%
|
|
|
13
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$20.1M
|
+$5.15M
|
+75,336
|
+36%
|
|
|
14
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$18M
|
+$619K
|
+9,054
|
+4%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$17.1M
|
+$317K
|
+4,633
|
+2%
|
|
|
16
|
BOK Financial
Tulsa,
Oklahoma
|
$14.7M
|
+$304K
|
+4,454
|
+2%
|
|
|
17
|
One Capital Management
Westlake Village,
California
|
$11.5M
|
+$1.26M
|
+18,369
|
+13%
|
|
|
18
|
Haberer Registered Investment Advisor
Cincinnati,
Ohio
|
$11.5M
|
+$1.35M
|
+19,711
|
+14%
|
|
|
19
|
Bank of New York Mellon
New York
|
$10.5M
|
+$105K
|
+1,535
|
+1%
|
|
|
20
|
Managed Account Advisors
Jersey City,
New Jersey
|
$10.1M
|
-$20M
|
-292,970
|
-67%
|
|
|
21
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$10M
|
+$1.91M
|
+27,947
|
+24%
|
|
|
22
|
BlackRock Institutional Trust
San Francisco,
California
|
$9.42M
|
–
|
–
|
–
|
|
|
23
|
STALEY CAPITAL ADVISERS
Pittsburgh,
Pennsylvania
|
$9.21M
|
+$1.75M
|
+25,600
|
+24%
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.89M
|
+$4.09M
|
+59,792
|
+89%
|
|
|
25
|
|
$8.56M
|
+$6.7M
|
+98,041
|
+406%
|
|
