|
1
|
Jones Financial Companies
Des Peres,
Missouri
|
$407M
|
+$27.1M
|
+512,667
|
+7%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$109M
|
+$34.4M
|
+652,060
|
+44%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$94.6M
|
+$2.14M
|
+40,470
|
+2%
|
|
|
4
|
Natixis Advisors
Boston,
Massachusetts
|
$90.8M
|
+$7.06M
|
+133,770
|
+8%
|
|
|
5
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$86.6M
|
+$4.49M
|
+85,135
|
+5%
|
|
|
6
|
M&T Bank
Buffalo,
New York
|
$75.2M
|
+$17.2M
|
+325,165
|
+28%
|
|
|
7
|
US Bancorp
Minneapolis,
Minnesota
|
$66.1M
|
+$1.56M
|
+29,521
|
+2%
|
|
|
8
|
|
$44.8M
|
+$8.4M
|
+159,170
|
+22%
|
|
|
9
|
Truist Financial
Charlotte,
North Carolina
|
$30.4M
|
-$716K
|
-13,569
|
-2%
|
|
|
10
|
Efficient Advisors
Mason,
Ohio
|
$29.9M
|
+$1.42M
|
+26,855
|
+5%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$29.5M
|
-$6.31M
|
-119,600
|
-17%
|
|
|
12
|
Managed Account Advisors
Jersey City,
New Jersey
|
$27.2M
|
+$19M
|
+360,788
|
+209%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$23.4M
|
-$17.6M
|
-332,698
|
-42%
|
|
|
14
|
Sage Advisory Services
Austin,
Texas
|
$23.4M
|
+$1.63M
|
+30,897
|
+7%
|
|
|
15
|
Linscomb Wealth
Houston,
Texas
|
$20.2M
|
+$1.14M
|
+21,539
|
+6%
|
|
|
16
|
Mutual of America Capital Management
New York
|
$18.6M
|
+$2.82M
|
+53,429
|
+17%
|
|
|
17
|
Northern Trust
Chicago,
Illinois
|
$18.1M
|
-$1.21M
|
-22,910
|
-6%
|
|
|
18
|
FutureAdvisor
San Francisco,
California
|
$17.9M
|
+$18.5M
|
+350,116
|
New
|
|
|
19
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$17.3M
|
-$593K
|
-11,241
|
-3%
|
|
|
20
|
|
$17.2M
|
+$16.7M
|
+315,828
|
+1,505%
|
|
|
21
|
TD Capital Management
Memphis,
Tennessee
|
$15.4M
|
-$439K
|
-8,328
|
-3%
|
|
|
22
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$15.2M
|
+$725K
|
+13,737
|
+5%
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$12.4M
|
+$12.8M
|
+243,495
|
New
|
|
|
24
|
Peachtree Investment Advisors
Atlanta,
Georgia
|
$12.3M
|
-$1.11M
|
-20,983
|
-8%
|
|
|
25
|
|
$11.8M
|
-$1.25M
|
-23,742
|
-9%
|
|
