|
1
|
TIAA FSB
Jacksonville,
Florida
|
$768M
|
+$570M
|
+9,874,003
|
+282%
|
|
|
2
|
Jones Financial Companies
Des Peres,
Missouri
|
$704M
|
+$35.6M
|
+616,094
|
+5%
|
|
|
3
|
Fidelity Investments
Boston,
Massachusetts
|
$433M
|
-$44.7M
|
-773,931
|
-9%
|
|
|
4
|
Creative Planning
Overland Park,
Kansas
|
$323M
|
-$5.04M
|
-87,244
|
-2%
|
|
|
5
|
Bank of New York Mellon
New York
|
$274M
|
+$310K
|
+5,364
|
+0.1%
|
|
|
6
|
Allstate Corporation
Northbrook,
Illinois
|
$209M
|
+$30.5M
|
+527,778
|
+17%
|
|
|
7
|
|
$176M
|
+$7.41M
|
+128,393
|
+4%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$158M
|
-$13.3M
|
-229,795
|
-8%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$141M
|
-$1.87M
|
-32,418
|
-1%
|
|
|
10
|
|
$110M
|
-$12M
|
-207,076
|
-10%
|
|
|
11
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$106M
|
+$173K
|
+2,991
|
+0.2%
|
|
|
12
|
Truist Financial
Charlotte,
North Carolina
|
$101M
|
+$9.48M
|
+164,171
|
+10%
|
|
|
13
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$79.8M
|
-$367K
|
-6,353
|
-0.5%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$72.6M
|
-$1.1M
|
-19,126
|
-1%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$72.3M
|
+$3.2M
|
+55,392
|
+5%
|
|
|
16
|
Natixis Advisors
Boston,
Massachusetts
|
$69.6M
|
+$840K
|
+14,545
|
+1%
|
|
|
17
|
|
$69.2M
|
-$14.6M
|
-253,733
|
-17%
|
|
|
18
|
State Street
Boston,
Massachusetts
|
$56.5M
|
-$7.98M
|
-138,168
|
-12%
|
|
|
19
|
United Capital Financial Advisors
Irving,
Texas
|
$55.5M
|
+$1.85M
|
+32,112
|
+3%
|
|
|
20
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$52.3M
|
-$5.69M
|
-98,547
|
-10%
|
|
|
21
|
Great Lakes Advisors
Chicago,
Illinois
|
$49.6M
|
-$282K
|
-4,888
|
-0.6%
|
|
|
22
|
Franklin Resources
San Mateo,
California
|
$46.1M
|
+$17.9M
|
+309,451
|
+63%
|
|
|
23
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$43.8M
|
+$1.9M
|
+32,955
|
+5%
|
|
|
24
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$43.8M
|
+$219K
|
+3,800
|
+0.5%
|
|
|
25
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$43.4M
|
+$26.3M
|
+455,351
|
+152%
|
|
