|
1
|
Wells Fargo
San Francisco,
California
|
$204M
|
+$55.9M
|
+825,875
|
+37%
|
|
|
2
|
Jones Financial Companies
Des Peres,
Missouri
|
$197M
|
+$3.74M
|
+55,267
|
+2%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$195M
|
+$61.6M
|
+909,107
|
+45%
|
|
|
4
|
RiverFront Investment Group
Richmond,
Virginia
|
$183M
|
+$185M
|
+2,726,334
|
New
|
|
|
5
|
M&T Bank
Buffalo,
New York
|
$106M
|
+$14.8M
|
+218,481
|
+16%
|
|
|
6
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$87.3M
|
+$37.4M
|
+552,603
|
+74%
|
|
|
7
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$68.8M
|
+$4.61M
|
+68,150
|
+7%
|
|
|
8
|
US Bancorp
Minneapolis,
Minnesota
|
$68.3M
|
+$12.2M
|
+180,453
|
+22%
|
|
|
9
|
Raymond James & Associates
St Petersburg,
Florida
|
$65.6M
|
+$64M
|
+944,689
|
+2,864%
|
|
|
10
|
|
$43.6M
|
+$3.46M
|
+51,022
|
+9%
|
|
|
11
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$38.3M
|
+$28.8M
|
+424,777
|
+292%
|
|
|
12
|
Aspiriant LLC
Los Angeles,
California
|
$32.8M
|
+$6.52M
|
+96,267
|
+25%
|
|
|
13
|
Country Club Trust
Kansas City,
Missouri
|
$24.7M
|
-$405K
|
-5,986
|
-2%
|
|
|
14
|
Mutual of America Capital Management
New York
|
$24.5M
|
–
|
–
|
–
|
|
|
15
|
Truist Financial
Charlotte,
North Carolina
|
$22.7M
|
-$1.1M
|
-16,184
|
-5%
|
|
|
16
|
Macquarie Group
Sydney, NSW 2000,
Australia
|
$22M
|
-$178K
|
-2,635
|
-0.8%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$20.5M
|
+$4.57M
|
+67,463
|
+28%
|
|
|
18
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$17.9M
|
-$209K
|
-3,086
|
-1%
|
|
|
19
|
Choate Investment Advisors
Boston,
Massachusetts
|
$17.6M
|
+$16.5M
|
+243,639
|
+1,008%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$17.4M
|
+$5.18M
|
+76,487
|
+42%
|
|
|
21
|
BOK Financial
Tulsa,
Oklahoma
|
$13.7M
|
-$226K
|
-3,341
|
-2%
|
|
|
22
|
One Capital Management
Westlake Village,
California
|
$13.7M
|
-$95.7K
|
-1,413
|
-0.7%
|
|
|
23
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$12.7M
|
+$2.92M
|
+43,143
|
+30%
|
|
|
24
|
Commerce Bank
Kansas City,
Missouri
|
$12.6M
|
+$125K
|
+1,850
|
+1%
|
|
|
25
|
Colony Group
Boston,
Massachusetts
|
$12.5M
|
+$11.5M
|
+170,231
|
+1,090%
|
|
