|
1
|
Jones Financial Companies
Des Peres,
Missouri
|
$293M
|
+$7.1M
|
+86,909
|
+2%
|
|
|
2
|
Fidelity Investments
Boston,
Massachusetts
|
$283M
|
+$24.7M
|
+302,755
|
+9%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$203M
|
+$701K
|
+8,589
|
+0.3%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$174M
|
-$2.37M
|
-29,007
|
-1%
|
|
|
5
|
RiverFront Investment Group
Richmond,
Virginia
|
$129M
|
-$95.3M
|
-1,167,149
|
-42%
|
|
|
6
|
AssetMark Inc
Concord,
California
|
$115M
|
+$69.9M
|
+856,154
|
+150%
|
|
|
7
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$105M
|
+$4.63M
|
+56,680
|
+5%
|
|
|
8
|
M&T Bank
Buffalo,
New York
|
$79M
|
-$1.13M
|
-13,780
|
-1%
|
|
|
9
|
US Bancorp
Minneapolis,
Minnesota
|
$72.6M
|
-$169K
|
-2,070
|
-0.2%
|
|
|
10
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$70.5M
|
+$3.31M
|
+40,517
|
+5%
|
|
|
11
|
Raymond James & Associates
St Petersburg,
Florida
|
$62.9M
|
-$36.9M
|
-451,602
|
-37%
|
|
|
12
|
|
$55.7M
|
+$3.89M
|
+47,661
|
+7%
|
|
|
13
|
Country Club Trust
Kansas City,
Missouri
|
$40.2M
|
+$513K
|
+6,283
|
+1%
|
|
|
14
|
Mutual of America Capital Management
New York
|
$40M
|
+$478K
|
+5,848
|
+1%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$39M
|
+$2.26M
|
+27,677
|
+6%
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$23.8M
|
+$2.38M
|
+29,179
|
+11%
|
|
|
17
|
Level Four Advisory Services
Dallas,
Texas
|
$22.5M
|
+$847K
|
+10,375
|
+4%
|
|
|
18
|
AGF Investments Inc
Toronto,
Ontario, Canada
|
$19.9M
|
-$2.17M
|
-26,588
|
-10%
|
|
|
19
|
Truist Financial
Charlotte,
North Carolina
|
$19.3M
|
-$545K
|
-6,671
|
-3%
|
|
|
20
|
One Capital Management
Westlake Village,
California
|
$18.9M
|
+$718K
|
+8,792
|
+4%
|
|
|
21
|
Bank of New York Mellon
New York
|
$18.4M
|
+$1.04M
|
+12,794
|
+6%
|
|
|
22
|
Baker Avenue Asset Management
San Francisco,
California
|
$17.3M
|
+$2.68M
|
+32,777
|
+18%
|
|
|
23
|
AE Wealth Management
Topeka,
Kansas
|
$16.9M
|
-$462K
|
-5,660
|
-3%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$16.8M
|
-$4.5M
|
-55,147
|
-21%
|
|
|
25
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$16.6M
|
-$377K
|
-4,620
|
-2%
|
|
