|
1
|
Jones Financial Companies
Des Peres,
Missouri
|
$1.12B
|
-$61.6M
|
-847,314
|
-6%
|
|
|
2
|
|
$286M
|
+$13.3M
|
+183,415
|
+5%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$206M
|
+$12.8M
|
+176,692
|
+7%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$150M
|
-$18M
|
-248,128
|
-12%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$147M
|
+$14.9M
|
+204,520
|
+13%
|
|
|
6
|
Portfolio Solutions
Royal Oak,
Michigan
|
$116M
|
-$7.9M
|
-108,681
|
-7%
|
|
|
7
|
M&T Bank
Buffalo,
New York
|
$92.4M
|
+$2.37M
|
+32,563
|
+3%
|
|
|
8
|
Stifel Financial
St. Louis,
Missouri
|
$92M
|
+$22.2M
|
+305,931
|
+37%
|
|
|
9
|
United Capital Financial Advisors
Irving,
Texas
|
$87.2M
|
-$18.4M
|
-253,591
|
-19%
|
|
|
10
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$86.8M
|
-$4.01M
|
-55,190
|
-5%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$81.3M
|
+$11.2M
|
+153,794
|
+18%
|
|
|
12
|
RGT Wealth Advisors
Dallas,
Texas
|
$69M
|
+$641K
|
+8,817
|
+1%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$47.4M
|
+$11.1M
|
+152,188
|
+35%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$41.4M
|
+$5.63M
|
+77,401
|
+18%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$40.5M
|
+$1.85M
|
+25,470
|
+5%
|
|
|
16
|
Fidelity Investments
Boston,
Massachusetts
|
$37.6M
|
-$2.29M
|
-31,498
|
-6%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$37.4M
|
+$3.56M
|
+49,044
|
+12%
|
|
|
18
|
|
$33.2M
|
+$1.34M
|
+18,379
|
+5%
|
|
|
19
|
World Investment Advisors
Santa Barbara,
California
|
$31.7M
|
+$24.6M
|
+339,159
|
New
|
|
|
20
|
Bailard
Foster City,
California
|
$26.3M
|
-$140K
|
-1,932
|
-0.6%
|
|
|
21
|
Truist Financial
Charlotte,
North Carolina
|
$26.2M
|
-$2.42M
|
-33,317
|
-9%
|
|
|
22
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$26M
|
-$1.43M
|
-19,614
|
-6%
|
|
|
23
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$25.5M
|
+$5.98M
|
+82,255
|
+35%
|
|
|
24
|
SPC Financial Inc
Rockville,
Maryland
|
$23.6M
|
+$426K
|
+5,865
|
+2%
|
|
|
25
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$23.3M
|
+$695K
|
+9,560
|
+3%
|
|
