|
1
|
Jones Financial Companies
Des Peres,
Missouri
|
$809M
|
+$14M
|
+286,091
|
+2%
|
|
|
2
|
Fidelity Investments
Boston,
Massachusetts
|
$368M
|
-$202M
|
-4,134,401
|
-35%
|
|
|
3
|
AllianceBernstein
Nashville,
Tennessee
|
$297M
|
+$9.69M
|
+198,543
|
+3%
|
|
|
4
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$294M
|
–
|
–
|
–
|
|
|
5
|
US Bancorp
Minneapolis,
Minnesota
|
$240M
|
+$10M
|
+204,753
|
+4%
|
|
|
6
|
Fiduciary Trust
Boston,
Massachusetts
|
$230M
|
+$11.7M
|
+240,365
|
+5%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$182M
|
+$10.4M
|
+212,493
|
+6%
|
|
|
8
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$153M
|
-$13.9M
|
-284,425
|
-8%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$115M
|
-$7.87M
|
-161,264
|
-6%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$113M
|
-$6.11M
|
-125,131
|
-5%
|
|
|
11
|
Morningstar Investment Services
Chicago,
Illinois
|
$99.2M
|
+$2.54M
|
+52,091
|
+3%
|
|
|
12
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$86.6M
|
-$32.6M
|
-668,550
|
-27%
|
|
|
13
|
Diversified Trust
Memphis,
Tennessee
|
$82.1M
|
-$350K
|
-7,164
|
-0.4%
|
|
|
14
|
|
$74.2M
|
+$17.4M
|
+355,964
|
+30%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$66.6M
|
-$5.14M
|
-105,340
|
-7%
|
|
|
16
|
Rinet Company
Boston,
Massachusetts
|
$58M
|
+$1.4M
|
+28,769
|
+2%
|
|
|
17
|
|
$48.5M
|
+$45.2M
|
+925,390
|
+1,108%
|
|
|
18
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$48.3M
|
+$29.4M
|
+601,839
|
+149%
|
|
|
19
|
AE Wealth Management
Topeka,
Kansas
|
$44.2M
|
+$25.4M
|
+520,218
|
+130%
|
|
|
20
|
Mutual of America Capital Management
New York
|
$43.7M
|
+$2.11M
|
+43,126
|
+5%
|
|
|
21
|
Truist Financial
Charlotte,
North Carolina
|
$39.8M
|
+$268K
|
+5,498
|
+0.7%
|
|
|
22
|
M&T Bank
Buffalo,
New York
|
$39.5M
|
+$599K
|
+12,272
|
+2%
|
|
|
23
|
Ameriprise
Minneapolis,
Minnesota
|
$33.2M
|
+$2.3M
|
+47,103
|
+7%
|
|
|
24
|
American Century Companies
Kansas City,
Missouri
|
$28.5M
|
+$14M
|
+286,711
|
+94%
|
|
|
25
|
Efficient Advisors
Mason,
Ohio
|
$27.8M
|
-$337K
|
-6,899
|
-1%
|
|
