|
1
|
|
$1.26B
|
+$10.1M
|
+93,349
|
+0.9%
|
|
|
2
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$1.2B
|
-$56.9M
|
-526,257
|
-5%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$669M
|
-$78.4M
|
-724,498
|
-11%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$607M
|
-$33.9M
|
-312,990
|
-6%
|
|
|
5
|
Jones Financial Companies
Des Peres,
Missouri
|
$458M
|
+$9.92M
|
+91,723
|
+2%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$330M
|
+$2.39M
|
+22,103
|
+0.8%
|
|
|
7
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$322M
|
+$1.48M
|
+13,701
|
+0.5%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$267M
|
-$14.5M
|
-134,334
|
-5%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$262M
|
-$5.45M
|
-50,357
|
-2%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$250M
|
-$2.6M
|
-24,061
|
-1%
|
|
|
11
|
Cassaday & Co Wealth Management
Mclean,
Virginia
|
$235M
|
+$2.2M
|
+20,302
|
+1%
|
|
|
12
|
Commerce Bank
Kansas City,
Missouri
|
$223M
|
-$13.1M
|
-121,501
|
-6%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$192M
|
+$4.54M
|
+41,932
|
+3%
|
|
|
14
|
US Bancorp
Minneapolis,
Minnesota
|
$175M
|
+$653K
|
+6,034
|
+0.4%
|
|
|
15
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$172M
|
+$27.7M
|
+255,690
|
+20%
|
|
|
16
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$161M
|
+$23.6M
|
+218,287
|
+18%
|
|
|
17
|
Fidelity Investments
Boston,
Massachusetts
|
$138M
|
-$5.66M
|
-52,356
|
-4%
|
|
|
18
|
|
$120M
|
+$10.7M
|
+99,152
|
+10%
|
|
|
19
|
GLOBALT Investments
Atlanta,
Georgia
|
$103M
|
-$1.62M
|
-14,937
|
-2%
|
|
|
20
|
Truist Financial
Charlotte,
North Carolina
|
$98.4M
|
-$5.35M
|
-49,494
|
-5%
|
|
|
21
|
|
$98.3M
|
-$7.76M
|
-71,717
|
-8%
|
|
|
22
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$93.2M
|
+$13.5M
|
+124,738
|
+18%
|
|
|
23
|
Zions Bancorporation
Salt Lake City,
Utah
|
$89.9M
|
-$5.78M
|
-53,469
|
-6%
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$88M
|
-$40.8M
|
-377,211
|
-33%
|
|
|
25
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$84.1M
|
+$7.58M
|
+70,054
|
+11%
|
|
