|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$394M
|
-$13.7M
|
-184,494
|
-4%
|
|
|
2
|
Jones Financial Companies
Des Peres,
Missouri
|
$319M
|
+$4.59M
|
+61,926
|
+2%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$177M
|
-$19.6M
|
-264,806
|
-10%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$169M
|
-$126M
|
-1,698,854
|
-44%
|
|
|
5
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$146M
|
-$13M
|
-174,992
|
-8%
|
|
|
6
|
RiverFront Investment Group
Richmond,
Virginia
|
$135M
|
-$3.01M
|
-40,598
|
-2%
|
|
|
7
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$119M
|
+$82.5M
|
+1,111,440
|
+4,631,000%
|
|
|
8
|
Raymond James & Associates
St Petersburg,
Florida
|
$82.4M
|
-$18.3M
|
-247,252
|
-19%
|
|
|
9
|
US Bancorp
Minneapolis,
Minnesota
|
$76.4M
|
-$6.89M
|
-92,838
|
-9%
|
|
|
10
|
M&T Bank
Buffalo,
New York
|
$68.4M
|
-$2.99M
|
-40,251
|
-4%
|
|
|
11
|
Sterling Capital Management
Charlotte,
North Carolina
|
$61.8M
|
+$56.9M
|
+766,381
|
+2,461%
|
|
|
12
|
|
$61.6M
|
-$11.8M
|
-159,333
|
-17%
|
|
|
13
|
Mutual of America Capital Management
New York
|
$44.7M
|
+$2.11M
|
+28,442
|
+5%
|
|
|
14
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$41.5M
|
-$29.2M
|
-393,058
|
-42%
|
|
|
15
|
Country Club Trust
Kansas City,
Missouri
|
$37.5M
|
+$272K
|
+3,667
|
+0.8%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$37M
|
-$9.83M
|
-132,516
|
-22%
|
|
|
17
|
RWA Wealth Partners
Newton,
Massachusetts
|
$36.8M
|
+$5.24M
|
+70,588
|
+17%
|
|
|
18
|
|
$35.6M
|
+$34.1M
|
+459,304
|
+7,655,067%
|
|
|
19
|
FAS Wealth Partners
Leawood,
Kansas
|
$28.5M
|
+$1.47M
|
+19,761
|
+6%
|
|
|
20
|
Ameriprise
Minneapolis,
Minnesota
|
$26.1M
|
+$2.61M
|
+35,152
|
+12%
|
|
|
21
|
BOK Financial
Tulsa,
Oklahoma
|
$22.5M
|
+$5.5M
|
+74,096
|
+34%
|
|
|
22
|
Bank of New York Mellon
New York
|
$22.1M
|
+$3.23M
|
+43,510
|
+18%
|
|
|
23
|
Truist Financial
Charlotte,
North Carolina
|
$21.7M
|
+$127K
|
+1,711
|
+0.6%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$21M
|
-$9.62M
|
-129,710
|
-32%
|
|
|
25
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$20.9M
|
-$335K
|
-4,521
|
-2%
|
|
