|
1
|
|
$2.15B
|
+$29.8M
|
+231,492
|
+1%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$995M
|
+$152M
|
+1,184,543
|
+16%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$598M
|
-$15.6M
|
-121,264
|
-2%
|
|
|
4
|
Jones Financial Companies
Des Peres,
Missouri
|
$572M
|
+$41.6M
|
+323,885
|
+7%
|
|
|
5
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$328M
|
-$70.4M
|
-547,747
|
-16%
|
|
|
6
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$313M
|
-$2.87M
|
-22,331
|
-0.8%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$293M
|
+$2.15M
|
+16,694
|
+0.7%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$293M
|
-$9.47M
|
-73,631
|
-3%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$270M
|
+$18.6M
|
+144,339
|
+7%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$266M
|
-$5.23M
|
-40,676
|
-2%
|
|
|
11
|
Cassaday & Co Wealth Management
Mclean,
Virginia
|
$249M
|
-$3.09M
|
-24,045
|
-1%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$227M
|
+$39.7M
|
+308,531
|
+19%
|
|
|
13
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$215M
|
-$6.11M
|
-47,512
|
-3%
|
|
|
14
|
Commerce Bank
Kansas City,
Missouri
|
$208M
|
-$4.47M
|
-34,763
|
-2%
|
|
|
15
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$202M
|
-$9.35M
|
-72,745
|
-4%
|
|
|
16
|
US Bancorp
Minneapolis,
Minnesota
|
$183M
|
+$9.75M
|
+75,807
|
+5%
|
|
|
17
|
Truist Financial
Charlotte,
North Carolina
|
$148M
|
+$70.8M
|
+551,089
|
+78%
|
|
|
18
|
Fidelity Investments
Boston,
Massachusetts
|
$138M
|
+$3.52M
|
+27,371
|
+2%
|
|
|
19
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$131M
|
+$17.9M
|
+139,591
|
+14%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$114M
|
+$68.4M
|
+531,766
|
+120%
|
|
|
21
|
Raymond James Financial
St Petersburg,
Florida
|
$111M
|
-$6.14M
|
-47,723
|
-5%
|
|
|
22
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$97M
|
+$10.6M
|
+82,657
|
+11%
|
|
|
23
|
|
$95.4M
|
+$3.5M
|
+27,191
|
+3%
|
|
|
24
|
Pacific Life Fund Advisors
Newport Beach,
California
|
$89.3M
|
+$97.8M
|
+760,451
|
New
|
|
|
25
|
Financial Advisory Corporation
Grand Rapids,
Michigan
|
$86.5M
|
+$18.5K
|
+144
|
+0%
|
|
