|
1
|
Jones Financial Companies
Des Peres,
Missouri
|
$836M
|
-$53.7M
|
-983,653
|
-6%
|
|
|
2
|
AllianceBernstein
Nashville,
Tennessee
|
$254M
|
+$19.1M
|
+350,437
|
+8%
|
|
|
3
|
Fidelity Investments
Boston,
Massachusetts
|
$201M
|
+$213M
|
+3,906,405
|
+28,047%
|
|
|
4
|
|
$182M
|
-$29.6M
|
-541,263
|
-13%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$173M
|
-$13.7M
|
-251,573
|
-7%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$147M
|
-$879M
|
-16,097,408
|
-85%
|
|
|
7
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$142M
|
+$5.75M
|
+105,271
|
+4%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$126M
|
-$41.9M
|
-767,953
|
-24%
|
|
|
9
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$119M
|
-$874K
|
-15,998
|
-0.7%
|
|
|
10
|
Diversified Trust
Memphis,
Tennessee
|
$78.3M
|
+$698K
|
+12,786
|
+0.8%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$70.4M
|
+$2.44M
|
+44,653
|
+3%
|
|
|
12
|
Morningstar Investment Services
Chicago,
Illinois
|
$69M
|
+$9.26M
|
+169,536
|
+14%
|
|
|
13
|
Rinet Company
Boston,
Massachusetts
|
$65.1M
|
+$405K
|
+7,413
|
+0.6%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$59.4M
|
+$29.8M
|
+545,882
|
+89%
|
|
|
15
|
Summit Rock Advisors
New York
|
$57.7M
|
+$10.1M
|
+184,223
|
+20%
|
|
|
16
|
US Bancorp
Minneapolis,
Minnesota
|
$53.6M
|
-$2.61M
|
-47,794
|
-4%
|
|
|
17
|
M&T Bank
Buffalo,
New York
|
$49.1M
|
-$862K
|
-15,791
|
-2%
|
|
|
18
|
|
$48.3M
|
+$5.73M
|
+104,873
|
+13%
|
|
|
19
|
RiverFront Investment Group
Richmond,
Virginia
|
$45.1M
|
-$160M
|
-2,934,625
|
-78%
|
|
|
20
|
Fiduciary Trust
Boston,
Massachusetts
|
$38.3M
|
+$20.4M
|
+374,050
|
+100%
|
|
|
21
|
Truist Financial
Charlotte,
North Carolina
|
$37.2M
|
-$341K
|
-6,245
|
-0.9%
|
|
|
22
|
Mutual of America Capital Management
New York
|
$36.9M
|
+$164K
|
+3,000
|
+0.4%
|
|
|
23
|
Efficient Advisors
Mason,
Ohio
|
$31.7M
|
+$799K
|
+14,634
|
+2%
|
|
|
24
|
|
$30.5M
|
+$124K
|
+2,262
|
+0.4%
|
|
|
25
|
|
$29.6M
|
+$23.3M
|
+427,455
|
+287%
|
|
