|
1
|
Jones Financial Companies
Des Peres,
Missouri
|
$746M
|
+$85.5M
|
+1,922,736
|
+10%
|
|
|
2
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$294M
|
–
|
–
|
–
|
|
|
3
|
US Bancorp
Minneapolis,
Minnesota
|
$197M
|
-$3.36M
|
-75,502
|
-1%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$165M
|
+$5.93M
|
+133,307
|
+3%
|
|
|
5
|
Fidelity Investments
Boston,
Massachusetts
|
$137M
|
+$3.76M
|
+84,468
|
+2%
|
|
|
6
|
Fiduciary Trust
Boston,
Massachusetts
|
$120M
|
-$37.3M
|
-838,185
|
-20%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$108M
|
-$2.06M
|
-46,395
|
-2%
|
|
|
8
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$96.8M
|
-$13.4M
|
-301,597
|
-10%
|
|
|
9
|
Morningstar Investment Services
Chicago,
Illinois
|
$94.7M
|
+$17.2M
|
+386,733
|
+17%
|
|
|
10
|
AllianceBernstein
Nashville,
Tennessee
|
$81M
|
-$70M
|
-1,574,197
|
-41%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$73.3M
|
-$10.7M
|
-239,915
|
-10%
|
|
|
12
|
Truist Financial
Charlotte,
North Carolina
|
$62.1M
|
+$33.2M
|
+747,093
|
+75%
|
|
|
13
|
|
$56.2M
|
+$20.1M
|
+452,768
|
+40%
|
|
|
14
|
VOYA Investment Management
Atlanta,
Georgia
|
$50.6M
|
+$8.99M
|
+202,124
|
+17%
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$49.3M
|
+$27.1M
|
+608,185
|
+79%
|
|
|
16
|
Mutual of America Capital Management
New York
|
$44.5M
|
+$2.15M
|
+48,311
|
+4%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$40.7M
|
-$17.1M
|
-383,898
|
-25%
|
|
|
18
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$40.4M
|
-$961K
|
-21,595
|
-2%
|
|
|
19
|
AE Wealth Management
Topeka,
Kansas
|
$39.6M
|
-$560K
|
-12,595
|
-1%
|
|
|
20
|
Rinet Company
Boston,
Massachusetts
|
$37.3M
|
-$4.18M
|
-94,056
|
-8%
|
|
|
21
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$37.3M
|
+$40.5M
|
+910,797
|
+684%
|
|
|
22
|
Diversified Trust
Memphis,
Tennessee
|
$32.6M
|
-$21.5M
|
-482,513
|
-35%
|
|
|
23
|
M&T Bank
Buffalo,
New York
|
$30.3M
|
+$37.8M
|
+849,350
|
New
|
|
|
24
|
SCS Capital Management
Boston,
Massachusetts
|
$29.7M
|
+$525K
|
+11,812
|
+1%
|
|
|
25
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$23.7M
|
+$5.8M
|
+130,303
|
+24%
|
|
