|
1
|
Jones Financial Companies
Des Peres,
Missouri
|
$1.29B
|
-$22.1M
|
-535,134
|
-2%
|
|
|
2
|
|
$326M
|
-$50.5M
|
-1,221,998
|
-13%
|
|
|
3
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$294M
|
–
|
–
|
–
|
|
|
4
|
Fidelity Investments
Boston,
Massachusetts
|
$288M
|
+$50.3M
|
+1,216,848
|
+21%
|
|
|
5
|
Natixis Advisors
Boston,
Massachusetts
|
$174M
|
+$3.43M
|
+82,855
|
+2%
|
|
|
6
|
US Bancorp
Minneapolis,
Minnesota
|
$151M
|
-$5.67M
|
-136,997
|
-4%
|
|
|
7
|
AllianceBernstein
Nashville,
Tennessee
|
$135M
|
+$6.24M
|
+150,923
|
+5%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$123M
|
-$2.81M
|
-67,923
|
-2%
|
|
|
9
|
|
$103M
|
+$75.6M
|
+1,826,920
|
+250%
|
|
|
10
|
Morningstar Investment Services
Chicago,
Illinois
|
$102M
|
+$4.5M
|
+108,897
|
+5%
|
|
|
11
|
Truist Financial
Charlotte,
North Carolina
|
$83.3M
|
-$3.51M
|
-84,824
|
-4%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$72.1M
|
-$5.29M
|
-127,958
|
-7%
|
|
|
13
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$64.1M
|
-$30.8M
|
-744,162
|
-32%
|
|
|
14
|
Mutual of America Capital Management
New York
|
$63.1M
|
+$3.82M
|
+92,431
|
+6%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$61.1M
|
-$8.27M
|
-199,923
|
-12%
|
|
|
16
|
Alesco Advisors
Pittsford,
New York
|
$59.7M
|
+$6.4M
|
+154,823
|
+12%
|
|
|
17
|
|
$57.9M
|
-$5.31M
|
-128,318
|
-8%
|
|
|
18
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$54.2M
|
+$1.67M
|
+40,382
|
+3%
|
|
|
19
|
AE Wealth Management
Topeka,
Kansas
|
$50.8M
|
+$521K
|
+12,592
|
+1%
|
|
|
20
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$50.3M
|
+$8.37M
|
+202,364
|
+19%
|
|
|
21
|
Ameriprise
Minneapolis,
Minnesota
|
$50.1M
|
-$4.71M
|
-113,841
|
-8%
|
|
|
22
|
Aspiriant LLC
Los Angeles,
California
|
$44.9M
|
-$2.74M
|
-66,359
|
-6%
|
|
|
23
|
SCS Capital Management
Boston,
Massachusetts
|
$37.3M
|
+$32.5M
|
+785,032
|
+563%
|
|
|
24
|
Savant Capital
Rockford,
Illinois
|
$35.9M
|
+$2.67M
|
+64,639
|
+8%
|
|
|
25
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$31.8M
|
+$1.57M
|
+37,970
|
+5%
|
|
