|
1
|
Jones Financial Companies
Des Peres,
Missouri
|
$847M
|
+$260M
|
+3,743,418
|
+28%
|
|
|
2
|
|
$157M
|
-$3M
|
-43,260
|
-1%
|
|
|
3
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$112M
|
-$6.97M
|
-100,478
|
-4%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$106M
|
-$31.8M
|
-458,690
|
-18%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$105M
|
-$41.1M
|
-592,368
|
-22%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$102M
|
+$38.3M
|
+551,992
|
+37%
|
|
|
7
|
Portfolio Solutions
Royal Oak,
Michigan
|
$87.5M
|
+$25.5M
|
+367,582
|
+27%
|
|
|
8
|
Fidelity Investments
Boston,
Massachusetts
|
$82.7M
|
-$137M
|
-1,976,740
|
-54%
|
|
|
9
|
United Capital Financial Advisors
Irving,
Texas
|
$63.3M
|
+$28.4M
|
+408,964
|
+45%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$39.7M
|
-$16.3M
|
-235,054
|
-23%
|
|
|
11
|
M&T Bank
Buffalo,
New York
|
$38.4M
|
+$53.3M
|
+769,120
|
New
|
|
|
12
|
Stifel Financial
St. Louis,
Missouri
|
$32.9M
|
-$177K
|
-2,560
|
-0.4%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$27.7M
|
+$205K
|
+2,954
|
+0.5%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$25.5M
|
-$11.7M
|
-169,058
|
-25%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$24.3M
|
-$6.11M
|
-88,144
|
-15%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$22.9M
|
-$2.58M
|
-37,204
|
-8%
|
|
|
17
|
Bailard
Foster City,
California
|
$21.7M
|
+$2.08M
|
+29,946
|
+7%
|
|
|
18
|
Truist Financial
Charlotte,
North Carolina
|
$21.1M
|
+$1.17M
|
+16,930
|
+4%
|
|
|
19
|
|
$19.3M
|
-$4.22M
|
-60,942
|
-14%
|
|
|
20
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$17.8M
|
-$1.14M
|
-16,514
|
-4%
|
|
|
21
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$16.1M
|
+$21.4M
|
+308,240
|
+2,365%
|
|
|
22
|
Mariner
Overland Park,
Kansas
|
$15.9M
|
-$8.01M
|
-115,578
|
-27%
|
|
|
23
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$15.6M
|
-$1.34M
|
-19,398
|
-6%
|
|
|
24
|
Raymond James & Associates
St Petersburg,
Florida
|
$15.5M
|
-$1.31M
|
-18,962
|
-6%
|
|
|
25
|
People's United Financial
Bridgeport,
Connecticut
|
$15.1M
|
+$11.5M
|
+165,876
|
+121%
|
|
