|
1
|
|
$1.27B
|
+$106K
|
+948
|
+0%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$836M
|
+$98.7M
|
+882,886
|
+14%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$587M
|
-$9.48M
|
-84,760
|
-2%
|
|
|
4
|
Jones Financial Companies
Des Peres,
Missouri
|
$516M
|
+$21.8M
|
+194,885
|
+5%
|
|
|
5
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$413M
|
-$83.3M
|
-744,630
|
-17%
|
|
|
6
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$312M
|
-$13.1M
|
-117,266
|
-4%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$306M
|
+$32M
|
+286,587
|
+12%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$290M
|
-$27.6M
|
-246,546
|
-9%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$268M
|
+$3.51M
|
+31,361
|
+1%
|
|
|
10
|
Cassaday & Co Wealth Management
Mclean,
Virginia
|
$250M
|
+$5.29M
|
+47,328
|
+2%
|
|
|
11
|
Commerce Bank
Kansas City,
Missouri
|
$218M
|
-$4.13M
|
-36,912
|
-2%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$213M
|
+$20.3M
|
+181,523
|
+11%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$192M
|
-$67.8M
|
-606,201
|
-27%
|
|
|
14
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$175M
|
-$5.82M
|
-52,071
|
-3%
|
|
|
15
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$167M
|
-$637K
|
-5,699
|
-0.4%
|
|
|
16
|
US Bancorp
Minneapolis,
Minnesota
|
$165M
|
-$12.8M
|
-114,074
|
-8%
|
|
|
17
|
Fidelity Investments
Boston,
Massachusetts
|
$136M
|
-$3.21M
|
-28,718
|
-2%
|
|
|
18
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$105M
|
+$2.4M
|
+21,446
|
+2%
|
|
|
19
|
GLOBALT Investments
Atlanta,
Georgia
|
$103M
|
-$4.11M
|
-36,788
|
-4%
|
|
|
20
|
|
$93M
|
-$7.94M
|
-71,037
|
-8%
|
|
|
21
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$87.6M
|
+$1.03M
|
+9,208
|
+1%
|
|
|
22
|
Truist Financial
Charlotte,
North Carolina
|
$83.3M
|
-$13.5M
|
-120,978
|
-15%
|
|
|
23
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$81.2M
|
-$790K
|
-7,066
|
-1%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$79.1M
|
-$6.9M
|
-61,728
|
-8%
|
|
|
25
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$74.2M
|
+$96.2K
|
+860
|
+0.1%
|
|
