|
1
|
Jones Financial Companies
Des Peres,
Missouri
|
$847M
|
+$38.5M
|
+521,748
|
+5%
|
|
|
2
|
Fidelity Investments
Boston,
Massachusetts
|
$276M
|
+$375K
|
+5,078
|
+0.1%
|
|
|
3
|
|
$242M
|
-$5.79M
|
-78,334
|
-2%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$205M
|
-$7.72M
|
-104,556
|
-4%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$180M
|
+$4.99M
|
+67,558
|
+3%
|
|
|
6
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$152M
|
-$876K
|
-11,852
|
-0.6%
|
|
|
7
|
Stifel Financial
St. Louis,
Missouri
|
$106M
|
+$10.9M
|
+147,352
|
+11%
|
|
|
8
|
Portfolio Solutions
Royal Oak,
Michigan
|
$104M
|
+$2.44M
|
+33,004
|
+2%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$91.3M
|
+$18.6M
|
+252,134
|
+26%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$85.2M
|
+$1.62M
|
+21,880
|
+2%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$79M
|
+$6.02M
|
+81,504
|
+8%
|
|
|
12
|
United Capital Financial Advisors
Irving,
Texas
|
$62.6M
|
+$1.51M
|
+20,382
|
+2%
|
|
|
13
|
M&T Bank
Buffalo,
New York
|
$61.5M
|
-$354K
|
-4,786
|
-0.6%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$42.3M
|
+$1.68M
|
+22,680
|
+4%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$40.4M
|
+$3.44M
|
+46,578
|
+9%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$38.1M
|
+$3.74M
|
+50,650
|
+11%
|
|
|
17
|
Bailard
Foster City,
California
|
$27.2M
|
+$1.28M
|
+17,388
|
+5%
|
|
|
18
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$26.9M
|
+$2.48M
|
+33,594
|
+10%
|
|
|
19
|
Mariner
Overland Park,
Kansas
|
$26M
|
-$927K
|
-12,542
|
-3%
|
|
|
20
|
Truist Financial
Charlotte,
North Carolina
|
$24.6M
|
+$6.25M
|
+84,604
|
+34%
|
|
|
21
|
Cerity Partners OCIO
New York
|
$23.8M
|
-$2.21M
|
-29,902
|
-8%
|
|
|
22
|
Raymond James & Associates
St Petersburg,
Florida
|
$23.4M
|
+$432K
|
+5,842
|
+2%
|
|
|
23
|
Noven Financial Group
Denver,
Colorado
|
$23.4M
|
+$23.4M
|
+316,646
|
New
|
|
|
24
|
|
$23M
|
+$3.19M
|
+43,216
|
+16%
|
|
|
25
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$19.9M
|
+$79.3K
|
+1,074
|
+0.4%
|
|
