|
1
|
Jones Financial Companies
Des Peres,
Missouri
|
$1.3B
|
+$452M
|
+11,837,507
|
+56%
|
|
|
2
|
|
$371M
|
+$330M
|
+8,641,353
|
+1,357%
|
|
|
3
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$294M
|
–
|
–
|
–
|
|
|
4
|
Fidelity Investments
Boston,
Massachusetts
|
$237M
|
+$79.3M
|
+2,078,535
|
+54%
|
|
|
5
|
Natixis Advisors
Boston,
Massachusetts
|
$169M
|
+$153M
|
+3,998,145
|
+1,747%
|
|
|
6
|
US Bancorp
Minneapolis,
Minnesota
|
$155M
|
-$63.4M
|
-1,662,065
|
-30%
|
|
|
7
|
AllianceBernstein
Nashville,
Tennessee
|
$128M
|
+$35.3M
|
+926,714
|
+41%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$125M
|
-$56.9M
|
-1,490,868
|
-32%
|
|
|
9
|
Morningstar Investment Services
Chicago,
Illinois
|
$96.4M
|
-$7.86M
|
-205,975
|
-8%
|
|
|
10
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$93.3M
|
-$14.4M
|
-377,265
|
-14%
|
|
|
11
|
Truist Financial
Charlotte,
North Carolina
|
$86M
|
+$15.7M
|
+411,248
|
+24%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$76.5M
|
-$42.1M
|
-1,104,924
|
-37%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$68.5M
|
-$13M
|
-340,012
|
-17%
|
|
|
14
|
|
$62.5M
|
-$456K
|
-11,956
|
-0.8%
|
|
|
15
|
Mutual of America Capital Management
New York
|
$58.8M
|
+$8.53M
|
+223,750
|
+18%
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$54.2M
|
-$1.05M
|
-27,418
|
-2%
|
|
|
17
|
Alesco Advisors
Pittsford,
New York
|
$52.9M
|
+$43M
|
+1,126,255
|
+568%
|
|
|
18
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$52.1M
|
+$6.57M
|
+172,221
|
+15%
|
|
|
19
|
AE Wealth Management
Topeka,
Kansas
|
$49.8M
|
+$5.23M
|
+137,094
|
+12%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$49.4M
|
+$34.5M
|
+905,688
|
+274%
|
|
|
21
|
Aspiriant LLC
Los Angeles,
California
|
$47.1M
|
+$28.2M
|
+740,211
|
+169%
|
|
|
22
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$41.7M
|
-$14.9K
|
-391
|
-0%
|
|
|
23
|
RGT Wealth Advisors
Dallas,
Texas
|
$38.8M
|
+$37M
|
+970,884
|
New
|
|
|
24
|
Diversified Trust
Memphis,
Tennessee
|
$36.5M
|
-$103K
|
-2,697
|
-0.3%
|
|
|
25
|
Savant Capital
Rockford,
Illinois
|
$32.9M
|
+$9.47M
|
+248,196
|
+43%
|
|
