|
1
|
Jones Financial Companies
Des Peres,
Missouri
|
$951M
|
+$107M
|
+2,192,248
|
+13%
|
|
|
2
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$294M
|
–
|
–
|
–
|
|
|
3
|
US Bancorp
Minneapolis,
Minnesota
|
$280M
|
+$15.5M
|
+316,054
|
+6%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$224M
|
+$18.7M
|
+382,403
|
+9%
|
|
|
5
|
Fiduciary Trust
Boston,
Massachusetts
|
$210M
|
-$12.7M
|
-259,102
|
-6%
|
|
|
6
|
AllianceBernstein
Nashville,
Tennessee
|
$192M
|
+$231K
|
+4,720
|
+0.1%
|
|
|
7
|
Fidelity Investments
Boston,
Massachusetts
|
$188M
|
+$23.2M
|
+472,812
|
+14%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$153M
|
+$29.1M
|
+594,333
|
+24%
|
|
|
9
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$150M
|
-$3.09M
|
-62,997
|
-2%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$115M
|
+$2.24M
|
+45,600
|
+2%
|
|
|
11
|
Morningstar Investment Services
Chicago,
Illinois
|
$111M
|
+$5.46M
|
+111,454
|
+5%
|
|
|
12
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$82.9M
|
-$2.19M
|
-44,698
|
-3%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$76.2M
|
+$5.3M
|
+108,119
|
+8%
|
|
|
14
|
Diversified Trust
Memphis,
Tennessee
|
$69.8M
|
-$12M
|
-245,540
|
-15%
|
|
|
15
|
VOYA Investment Management
Atlanta,
Georgia
|
$60.7M
|
+$59.6M
|
+1,214,827
|
New
|
|
|
16
|
Mutual of America Capital Management
New York
|
$59.9M
|
+$6.81M
|
+138,846
|
+13%
|
|
|
17
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$57.5M
|
+$5.98M
|
+122,004
|
+12%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$57M
|
+$35.5M
|
+723,884
|
+173%
|
|
|
19
|
Rinet Company
Boston,
Massachusetts
|
$56.9M
|
-$526K
|
-10,732
|
-0.9%
|
|
|
20
|
|
$56M
|
+$10.5M
|
+213,460
|
+23%
|
|
|
21
|
AE Wealth Management
Topeka,
Kansas
|
$56M
|
+$7.07M
|
+144,164
|
+15%
|
|
|
22
|
Truist Financial
Charlotte,
North Carolina
|
$49.5M
|
+$7.9M
|
+161,052
|
+19%
|
|
|
23
|
SCS Capital Management
Boston,
Massachusetts
|
$40.9M
|
+$34.4M
|
+702,458
|
+599%
|
|
|
24
|
Ameriprise
Minneapolis,
Minnesota
|
$38.6M
|
+$3.13M
|
+63,779
|
+9%
|
|
|
25
|
Tanglewood Wealth Management
Houston,
Texas
|
$31.2M
|
+$930K
|
+18,970
|
+3%
|
|
