|
1
|
Jones Financial Companies
Des Peres,
Missouri
|
$1.26B
|
+$21.6M
|
+214,016
|
+2%
|
|
|
2
|
|
$386M
|
+$9.27M
|
+91,837
|
+2%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$300M
|
+$9.65M
|
+95,580
|
+3%
|
|
|
4
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$267M
|
+$304M
|
+3,011,275
|
+965%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$222M
|
-$25.2M
|
-249,208
|
-10%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$179M
|
-$423M
|
-4,189,269
|
-70%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$162M
|
+$20.6M
|
+204,287
|
+15%
|
|
|
8
|
Truist Financial
Charlotte,
North Carolina
|
$140M
|
-$14.2M
|
-141,138
|
-9%
|
|
|
9
|
M&T Bank
Buffalo,
New York
|
$138M
|
+$5.83M
|
+57,712
|
+4%
|
|
|
10
|
Regions Financial Corp
Birmingham,
Alabama
|
$132M
|
+$103M
|
+1,023,160
|
+359%
|
|
|
11
|
Portfolio Solutions
Royal Oak,
Michigan
|
$128M
|
-$4.68M
|
-46,366
|
-4%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$125M
|
-$13M
|
-128,904
|
-9%
|
|
|
13
|
Merriman Wealth Management
Seattle,
Washington
|
$119M
|
+$61.7M
|
+610,869
|
+107%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$116M
|
+$8.13M
|
+80,526
|
+8%
|
|
|
15
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$108M
|
-$3.85M
|
-38,168
|
-3%
|
|
|
16
|
United Capital Financial Advisors
Irving,
Texas
|
$87.8M
|
-$347K
|
-3,439
|
-0.4%
|
|
|
17
|
RGT Wealth Advisors
Dallas,
Texas
|
$86.5M
|
+$979K
|
+9,693
|
+1%
|
|
|
18
|
Fidelity Investments
Boston,
Massachusetts
|
$85.8M
|
+$38.5M
|
+381,608
|
+81%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$51.6M
|
-$6.21M
|
-61,498
|
-11%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$50.1M
|
-$10.4M
|
-102,899
|
-17%
|
|
|
21
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$44.7M
|
-$440K
|
-4,355
|
-1%
|
|
|
22
|
Bank of New York Mellon
New York
|
$44M
|
+$3.8M
|
+37,626
|
+9%
|
|
|
23
|
Barber Financial Group
Lenexa,
Kansas
|
$39M
|
-$14.6M
|
-144,846
|
-27%
|
|
|
24
|
|
$38.4M
|
+$4.48M
|
+44,407
|
+13%
|
|
|
25
|
Raymond James & Associates
St Petersburg,
Florida
|
$35.8M
|
+$722K
|
+7,150
|
+2%
|
|
