|
1
|
Jones Financial Companies
Des Peres,
Missouri
|
$808M
|
-$485K
|
-10,082
|
-0.1%
|
|
|
2
|
Fidelity Investments
Boston,
Massachusetts
|
$576M
|
-$5.16M
|
-107,198
|
-0.9%
|
|
|
3
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$294M
|
+$273M
|
+5,674,072
|
+79,726%
|
|
|
4
|
AllianceBernstein
Nashville,
Tennessee
|
$292M
|
+$39.8M
|
+827,447
|
+16%
|
|
|
5
|
US Bancorp
Minneapolis,
Minnesota
|
$234M
|
+$24.6M
|
+511,567
|
+12%
|
|
|
6
|
Fiduciary Trust
Boston,
Massachusetts
|
$222M
|
+$46M
|
+956,391
|
+27%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$174M
|
-$25.4M
|
-528,491
|
-13%
|
|
|
8
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$169M
|
-$5.29M
|
-109,839
|
-3%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$125M
|
-$88.2M
|
-1,833,673
|
-42%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$121M
|
-$52.2M
|
-1,084,748
|
-30%
|
|
|
11
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$121M
|
-$17.5M
|
-363,710
|
-13%
|
|
|
12
|
Morningstar Investment Services
Chicago,
Illinois
|
$98.3M
|
+$18.8M
|
+390,928
|
+24%
|
|
|
13
|
Diversified Trust
Memphis,
Tennessee
|
$83.8M
|
+$34K
|
+706
|
+0%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$72.9M
|
+$6.34M
|
+131,773
|
+10%
|
|
|
15
|
|
$58M
|
-$7.42M
|
-154,252
|
-11%
|
|
|
16
|
Rinet Company
Boston,
Massachusetts
|
$57.6M
|
+$874K
|
+18,162
|
+2%
|
|
|
17
|
Mutual of America Capital Management
New York
|
$42.3M
|
+$2.6M
|
+54,018
|
+7%
|
|
|
18
|
Truist Financial
Charlotte,
North Carolina
|
$40.2M
|
+$4.06M
|
+84,330
|
+11%
|
|
|
19
|
M&T Bank
Buffalo,
New York
|
$39.6M
|
-$3.15M
|
-65,556
|
-7%
|
|
|
20
|
|
$34M
|
-$5.11M
|
-106,119
|
-13%
|
|
|
21
|
Ameriprise
Minneapolis,
Minnesota
|
$31.4M
|
-$107M
|
-2,214,870
|
-78%
|
|
|
22
|
Efficient Advisors
Mason,
Ohio
|
$28.6M
|
-$53.7K
|
-1,116
|
-0.2%
|
|
|
23
|
|
$27.6M
|
-$428K
|
-8,896
|
-2%
|
|
|
24
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$26.4M
|
+$1.93M
|
+40,158
|
+8%
|
|
|
25
|
Wellington Management Group
Boston,
Massachusetts
|
$26.3M
|
+$25.9M
|
+538,759
|
New
|
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