|
1
|
Jones Financial Companies
Des Peres,
Missouri
|
$513M
|
-$9.87M
|
-121,877
|
-2%
|
|
|
2
|
Fidelity Investments
Boston,
Massachusetts
|
$338M
|
+$10.1M
|
+124,236
|
+3%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$186M
|
+$23.5M
|
+290,509
|
+13%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$132M
|
-$21.3M
|
-262,415
|
-12%
|
|
|
5
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$119M
|
–
|
–
|
–
|
|
|
6
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$117M
|
-$5.42M
|
-66,958
|
-4%
|
|
|
7
|
US Bancorp
Minneapolis,
Minnesota
|
$88.5M
|
+$3.03M
|
+37,451
|
+3%
|
|
|
8
|
RiverFront Investment Group
Richmond,
Virginia
|
$82.4M
|
-$19.8M
|
-244,639
|
-16%
|
|
|
9
|
|
$70.1M
|
+$13.5M
|
+166,746
|
+20%
|
|
|
10
|
People's United Financial
Bridgeport,
Connecticut
|
$68.5M
|
+$27.3M
|
+337,559
|
+54%
|
|
|
11
|
M&T Bank
Buffalo,
New York
|
$52.6M
|
+$60M
|
+740,350
|
New
|
|
|
12
|
Raymond James & Associates
St Petersburg,
Florida
|
$52.3M
|
-$28.6M
|
-353,113
|
-32%
|
|
|
13
|
|
$50.7M
|
+$9.84M
|
+121,467
|
+21%
|
|
|
14
|
Mutual of America Capital Management
New York
|
$49.5M
|
+$239K
|
+2,947
|
+0.4%
|
|
|
15
|
Truist Financial
Charlotte,
North Carolina
|
$42.9M
|
-$667K
|
-8,239
|
-1%
|
|
|
16
|
|
$42.1M
|
+$13M
|
+159,870
|
+37%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$39.4M
|
+$18.4M
|
+226,561
|
+69%
|
|
|
18
|
Country Club Trust
Kansas City,
Missouri
|
$35.7M
|
-$410K
|
-5,066
|
-1%
|
|
|
19
|
FAS Wealth Partners
Leawood,
Kansas
|
$30.6M
|
+$2.87M
|
+35,424
|
+9%
|
|
|
20
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$30.4M
|
-$4M
|
-49,337
|
-10%
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$29.8M
|
-$56.9K
|
-703
|
-0.2%
|
|
|
22
|
AE Wealth Management
Topeka,
Kansas
|
$29.7M
|
-$4.18M
|
-51,555
|
-11%
|
|
|
23
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$27M
|
+$4.81M
|
+59,387
|
+19%
|
|
|
24
|
RWA Wealth Partners
Newton,
Massachusetts
|
$26M
|
-$8.74M
|
-107,882
|
-23%
|
|
|
25
|
Ameriprise
Minneapolis,
Minnesota
|
$26M
|
+$149K
|
+1,842
|
+0.5%
|
|
