|
1
|
|
$2.69B
|
+$134M
|
+1,061,234
|
+6%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$919M
|
-$233M
|
-1,841,383
|
-22%
|
|
|
3
|
Jones Financial Companies
Des Peres,
Missouri
|
$719M
|
+$46.8M
|
+370,317
|
+8%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$717M
|
+$9.77M
|
+77,245
|
+2%
|
|
|
5
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$352M
|
-$32M
|
-252,833
|
-9%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$350M
|
+$3.37M
|
+26,620
|
+1%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$346M
|
+$65.4K
|
+517
|
+0%
|
|
|
8
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$342M
|
-$25.4M
|
-200,748
|
-8%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$329M
|
+$8.89M
|
+70,252
|
+3%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$317M
|
+$2.27M
|
+17,979
|
+0.8%
|
|
|
11
|
Cassaday & Co Wealth Management
Mclean,
Virginia
|
$293M
|
-$703K
|
-5,559
|
-0.3%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$276M
|
+$7.74M
|
+61,149
|
+3%
|
|
|
13
|
Commerce Bank
Kansas City,
Missouri
|
$239M
|
-$6.47M
|
-51,107
|
-3%
|
|
|
14
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$223M
|
-$29M
|
-229,507
|
-13%
|
|
|
15
|
US Bancorp
Minneapolis,
Minnesota
|
$218M
|
+$1.47M
|
+11,655
|
+0.7%
|
|
|
16
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$206M
|
-$29.3M
|
-231,986
|
-13%
|
|
|
17
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$187M
|
+$29.9M
|
+236,001
|
+21%
|
|
|
18
|
Fidelity Investments
Boston,
Massachusetts
|
$162M
|
-$1.19M
|
-9,424
|
-0.8%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$147M
|
+$10.9M
|
+85,829
|
+9%
|
|
|
20
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$133M
|
+$16.5M
|
+130,679
|
+16%
|
|
|
21
|
Raymond James Financial
St Petersburg,
Florida
|
$111M
|
-$18.6M
|
-146,899
|
-15%
|
|
|
22
|
Pacific Life Fund Advisors
Newport Beach,
California
|
$106M
|
+$343K
|
+2,715
|
+0.4%
|
|
|
23
|
Financial Advisory Corporation
Grand Rapids,
Michigan
|
$105M
|
+$2.67M
|
+21,072
|
+3%
|
|
|
24
|
Truist Financial
Charlotte,
North Carolina
|
$94.2M
|
-$73.5M
|
-580,886
|
-46%
|
|
|
25
|
|
$92.9M
|
-$18M
|
-142,462
|
-18%
|
|
