|
1
|
Jones Financial Companies
Des Peres,
Missouri
|
$797M
|
+$1.86M
|
+39,985
|
+0.2%
|
|
|
2
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$294M
|
–
|
–
|
–
|
|
|
3
|
US Bancorp
Minneapolis,
Minnesota
|
$251M
|
+$13.8M
|
+295,897
|
+6%
|
|
|
4
|
Fiduciary Trust
Boston,
Massachusetts
|
$212M
|
-$14.5M
|
-312,000
|
-7%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$194M
|
+$15.1M
|
+324,348
|
+9%
|
|
|
6
|
AllianceBernstein
Nashville,
Tennessee
|
$182M
|
-$109M
|
-2,328,827
|
-38%
|
|
|
7
|
Fidelity Investments
Boston,
Massachusetts
|
$156M
|
-$203M
|
-4,362,176
|
-57%
|
|
|
8
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$146M
|
-$4.67M
|
-100,246
|
-3%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$117M
|
+$3.6M
|
+77,137
|
+3%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$107M
|
-$4.68M
|
-100,426
|
-4%
|
|
|
11
|
Morningstar Investment Services
Chicago,
Illinois
|
$100M
|
+$2.46M
|
+52,687
|
+3%
|
|
|
12
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$80.7M
|
-$4.54M
|
-97,384
|
-5%
|
|
|
13
|
Diversified Trust
Memphis,
Tennessee
|
$77.8M
|
-$3M
|
-64,380
|
-4%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$67.1M
|
+$1.48M
|
+31,778
|
+2%
|
|
|
15
|
Rinet Company
Boston,
Massachusetts
|
$54.5M
|
-$2.64M
|
-56,603
|
-5%
|
|
|
16
|
Mutual of America Capital Management
New York
|
$50.2M
|
+$7.05M
|
+151,185
|
+17%
|
|
|
17
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$48.8M
|
+$1.15M
|
+24,633
|
+2%
|
|
|
18
|
AE Wealth Management
Topeka,
Kansas
|
$46.3M
|
+$2.68M
|
+57,491
|
+6%
|
|
|
19
|
|
$43M
|
-$29.6M
|
-634,499
|
-41%
|
|
|
20
|
Truist Financial
Charlotte,
North Carolina
|
$39.4M
|
+$98.5K
|
+2,114
|
+0.3%
|
|
|
21
|
M&T Bank
Buffalo,
New York
|
$36.8M
|
-$2.07M
|
-44,323
|
-5%
|
|
|
22
|
Ameriprise
Minneapolis,
Minnesota
|
$33.6M
|
+$934K
|
+20,042
|
+3%
|
|
|
23
|
Tanglewood Wealth Management
Houston,
Texas
|
$28.7M
|
+$28.3M
|
+606,818
|
New
|
|
|
24
|
|
$26.8M
|
-$57.2K
|
-1,228
|
-0.2%
|
|
|
25
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$26.5M
|
+$1.23M
|
+26,390
|
+5%
|
|
