|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$364M
|
+$95.6M
|
+1,312,326
|
+33%
|
|
|
2
|
Jones Financial Companies
Des Peres,
Missouri
|
$279M
|
+$10.8M
|
+147,720
|
+4%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$268M
|
+$119M
|
+1,633,971
|
+73%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$176M
|
+$13.9M
|
+190,509
|
+8%
|
|
|
5
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$142M
|
+$21.9M
|
+301,133
|
+17%
|
|
|
6
|
RiverFront Investment Group
Richmond,
Virginia
|
$123M
|
-$7.68M
|
-105,450
|
-6%
|
|
|
7
|
Raymond James & Associates
St Petersburg,
Florida
|
$90.6M
|
+$30M
|
+411,952
|
+46%
|
|
|
8
|
US Bancorp
Minneapolis,
Minnesota
|
$74.6M
|
+$12.9M
|
+176,522
|
+20%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$67.4M
|
+$64.1M
|
+880,469
|
+928%
|
|
|
10
|
|
$65.9M
|
+$8.69M
|
+119,330
|
+14%
|
|
|
11
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$64.2M
|
+$3.21M
|
+44,042
|
+5%
|
|
|
12
|
M&T Bank
Buffalo,
New York
|
$63.8M
|
-$2.45M
|
-33,627
|
-4%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$42.2M
|
+$9.42M
|
+129,325
|
+27%
|
|
|
14
|
Mutual of America Capital Management
New York
|
$37.9M
|
+$2.61M
|
+35,820
|
+7%
|
|
|
15
|
Country Club Trust
Kansas City,
Missouri
|
$33.2M
|
-$2.34M
|
-32,122
|
-6%
|
|
|
16
|
Covenant Partners
Nashville,
Tennessee
|
$31.6M
|
+$33.4M
|
+457,925
|
New
|
|
|
17
|
RWA Wealth Partners
Newton,
Massachusetts
|
$28M
|
+$4.02M
|
+55,121
|
+16%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$27.7M
|
+$9.92M
|
+136,209
|
+52%
|
|
|
19
|
FAS Wealth Partners
Leawood,
Kansas
|
$24M
|
+$5.16M
|
+70,874
|
+26%
|
|
|
20
|
Ameriprise
Minneapolis,
Minnesota
|
$22.3M
|
-$1.69M
|
-23,172
|
-7%
|
|
|
21
|
LVZ Inc
Holland,
Michigan
|
$20.6M
|
-$6.96M
|
-95,518
|
-24%
|
|
|
22
|
|
$20.1M
|
+$21.3M
|
+291,720
|
New
|
|
|
23
|
Truist Financial
Charlotte,
North Carolina
|
$19.2M
|
+$3.96M
|
+54,353
|
+24%
|
|
|
24
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$19M
|
+$4.81M
|
+66,009
|
+32%
|
|
|
25
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$18.7M
|
+$19.2M
|
+263,359
|
+3,270%
|
|
