|
1
|
Jones Financial Companies
Des Peres,
Missouri
|
$856M
|
+$5.8M
|
+112,598
|
+0.7%
|
|
|
2
|
Fidelity Investments
Boston,
Massachusetts
|
$526M
|
+$320M
|
+6,209,181
|
+158%
|
|
|
3
|
AllianceBernstein
Nashville,
Tennessee
|
$257M
|
-$210K
|
-4,075
|
-0.1%
|
|
|
4
|
|
$199M
|
+$15.4M
|
+299,747
|
+8%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$174M
|
-$1.26M
|
-24,517
|
-0.7%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$167M
|
+$18.1M
|
+350,449
|
+12%
|
|
|
7
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$158M
|
+$37.7M
|
+731,138
|
+32%
|
|
|
8
|
US Bancorp
Minneapolis,
Minnesota
|
$151M
|
+$96.1M
|
+1,864,843
|
+179%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$147M
|
+$75.3M
|
+1,462,130
|
+107%
|
|
|
10
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$143M
|
-$1.5M
|
-29,033
|
-1%
|
|
|
11
|
Fiduciary Trust
Boston,
Massachusetts
|
$123M
|
+$84M
|
+1,630,560
|
+218%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$120M
|
-$6.99M
|
-135,733
|
-6%
|
|
|
13
|
Diversified Trust
Memphis,
Tennessee
|
$87.1M
|
+$7.88M
|
+152,978
|
+10%
|
|
|
14
|
Morningstar Investment Services
Chicago,
Illinois
|
$77.8M
|
+$7.99M
|
+155,134
|
+12%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$67.8M
|
+$7.7M
|
+149,449
|
+13%
|
|
|
16
|
Rinet Company
Boston,
Massachusetts
|
$64.9M
|
-$941K
|
-18,259
|
-1%
|
|
|
17
|
M&T Bank
Buffalo,
New York
|
$48.3M
|
-$1.33M
|
-25,904
|
-3%
|
|
|
18
|
|
$45.7M
|
-$3.15M
|
-61,214
|
-7%
|
|
|
19
|
|
$44.4M
|
+$13.4M
|
+260,568
|
+44%
|
|
|
20
|
Mutual of America Capital Management
New York
|
$38.3M
|
+$1M
|
+19,424
|
+3%
|
|
|
21
|
Truist Financial
Charlotte,
North Carolina
|
$37.7M
|
+$160K
|
+3,101
|
+0.4%
|
|
|
22
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$33.1M
|
+$9.05M
|
+175,712
|
+38%
|
|
|
23
|
Efficient Advisors
Mason,
Ohio
|
$31.7M
|
-$414K
|
-8,035
|
-1%
|
|
|
24
|
Baker Avenue Asset Management
San Francisco,
California
|
$31.6M
|
+$4.89M
|
+94,823
|
+18%
|
|
|
25
|
AE Wealth Management
Topeka,
Kansas
|
$26.5M
|
+$3.78M
|
+73,305
|
+17%
|
|
