|
1
|
Matson Money Inc
Mason,
Ohio
|
$626M
|
-$5.74M
|
-107,778
|
-0.9%
|
|
|
2
|
|
$379M
|
+$223M
|
+4,196,584
|
+138%
|
|
|
3
|
Charles Schwab
San Francisco,
California
|
$359M
|
+$365M
|
+6,850,117
|
New
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$349M
|
-$56.1M
|
-1,053,443
|
-14%
|
|
|
5
|
|
$301M
|
-$35.3M
|
-663,914
|
-10%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$257M
|
-$4.71M
|
-88,539
|
-2%
|
|
|
7
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$257M
|
–
|
–
|
–
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$251M
|
-$8.22M
|
-154,436
|
-3%
|
|
|
9
|
EP Wealth Advisors
Torrance,
California
|
$226M
|
+$19.6M
|
+368,137
|
+9%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$210M
|
-$5.21M
|
-97,892
|
-2%
|
|
|
11
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$210M
|
+$8.35M
|
+156,969
|
+4%
|
|
|
12
|
Fidelity Investments
Boston,
Massachusetts
|
$207M
|
-$6.27M
|
-117,744
|
-3%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$203M
|
-$14M
|
-262,182
|
-6%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$158M
|
+$1.16M
|
+21,818
|
+0.7%
|
|
|
15
|
|
$153M
|
-$28M
|
-526,143
|
-15%
|
|
|
16
|
Millennium Management
New York
|
$144M
|
+$138M
|
+2,600,781
|
+1,725%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$117M
|
-$4.42M
|
-83,009
|
-4%
|
|
|
18
|
KeyBank National Association
Cleveland,
Ohio
|
$110M
|
+$935K
|
+17,564
|
+0.8%
|
|
|
19
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$97.3M
|
–
|
–
|
–
|
|
|
20
|
Stifel Financial
St. Louis,
Missouri
|
$90.2M
|
-$29.7M
|
-558,331
|
-24%
|
|
|
21
|
Fiduciary Trust
Boston,
Massachusetts
|
$85.4M
|
+$214K
|
+4,028
|
+0.2%
|
|
|
22
|
Allstate Corporation
Northbrook,
Illinois
|
$84.8M
|
-$41.4M
|
-778,557
|
-32%
|
|
|
23
|
Stephens Inc
Little Rock,
Arkansas
|
$78.7M
|
-$16.5M
|
-310,092
|
-17%
|
|
|
24
|
Truist Financial
Charlotte,
North Carolina
|
$72.4M
|
+$18.6M
|
+349,293
|
+34%
|
|
|
25
|
US Bancorp
Minneapolis,
Minnesota
|
$72.3M
|
-$25.6M
|
-481,279
|
-26%
|
|
