|
1
|
|
$1.19B
|
-$23.1M
|
-210,376
|
-2%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$689M
|
+$41.9M
|
+381,566
|
+7%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$561M
|
-$25.7M
|
-234,146
|
-4%
|
|
|
4
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$471M
|
-$684M
|
-6,229,201
|
-59%
|
|
|
5
|
Jones Financial Companies
Des Peres,
Missouri
|
$465M
|
+$21.9M
|
+199,440
|
+5%
|
|
|
6
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$306M
|
-$5.46M
|
-49,655
|
-2%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$300M
|
-$18.8M
|
-171,298
|
-6%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$257M
|
-$1.22M
|
-11,130
|
-0.5%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$249M
|
-$4.66M
|
-42,444
|
-2%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$248M
|
+$6.32M
|
+57,491
|
+3%
|
|
|
11
|
Cassaday & Co Wealth Management
Mclean,
Virginia
|
$230M
|
+$3.51M
|
+31,922
|
+2%
|
|
|
12
|
Commerce Bank
Kansas City,
Missouri
|
$209M
|
-$6.13M
|
-55,774
|
-3%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$180M
|
-$5.46M
|
-49,719
|
-3%
|
|
|
14
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$170M
|
+$3.62M
|
+32,942
|
+2%
|
|
|
15
|
US Bancorp
Minneapolis,
Minnesota
|
$168M
|
-$1.69M
|
-15,406
|
-1%
|
|
|
16
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$158M
|
+$2.71M
|
+24,647
|
+2%
|
|
|
17
|
Fidelity Investments
Boston,
Massachusetts
|
$131M
|
-$2.18M
|
-19,811
|
-2%
|
|
|
18
|
GLOBALT Investments
Atlanta,
Georgia
|
$101M
|
+$1.07M
|
+9,779
|
+1%
|
|
|
19
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$96.2M
|
+$6.01M
|
+54,729
|
+7%
|
|
|
20
|
|
$95.3M
|
+$278K
|
+2,530
|
+0.3%
|
|
|
21
|
Truist Financial
Charlotte,
North Carolina
|
$91.7M
|
-$3.39M
|
-30,839
|
-4%
|
|
|
22
|
Focus Partners Wealth
Boston,
Massachusetts
|
$82.8M
|
+$39.2M
|
+356,926
|
+93%
|
|
|
23
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$81.4M
|
+$46.1K
|
+420
|
+0.1%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$81.2M
|
+$6.79M
|
+61,810
|
+9%
|
|
|
25
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$77.7M
|
-$265K
|
-2,412
|
-0.3%
|
|
