|
1
|
TIAA FSB
Jacksonville,
Florida
|
$859M
|
+$6.82M
|
+113,527
|
+0.8%
|
|
|
2
|
Jones Financial Companies
Des Peres,
Missouri
|
$833M
|
+$32M
|
+532,969
|
+4%
|
|
|
3
|
Fidelity Investments
Boston,
Massachusetts
|
$498M
|
+$24.7M
|
+410,786
|
+5%
|
|
|
4
|
|
$364M
|
+$334M
|
+5,556,168
|
+1,887%
|
|
|
5
|
Creative Planning
Overland Park,
Kansas
|
$352M
|
+$2.05M
|
+34,134
|
+0.6%
|
|
|
6
|
Bank of New York Mellon
New York
|
$306M
|
+$540K
|
+8,990
|
+0.2%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$265M
|
+$61.3M
|
+1,019,443
|
+32%
|
|
|
8
|
Truist Financial
Charlotte,
North Carolina
|
$254M
|
+$134M
|
+2,237,196
|
+122%
|
|
|
9
|
Allstate Corporation
Northbrook,
Illinois
|
$216M
|
+$23.8M
|
+396,623
|
+13%
|
|
|
10
|
Matson Money Inc
Mason,
Ohio
|
$209M
|
+$202M
|
+3,359,014
|
New
|
|
|
11
|
|
$206M
|
+$6.06M
|
+100,783
|
+3%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$173M
|
+$4.97M
|
+82,706
|
+3%
|
|
|
13
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$171M
|
-$195K
|
-3,247
|
-0.1%
|
|
|
14
|
|
$112M
|
+$1.68M
|
+27,909
|
+2%
|
|
|
15
|
Natixis Advisors
Boston,
Massachusetts
|
$83.9M
|
+$4.08M
|
+67,900
|
+5%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$81.6M
|
+$481K
|
+8,010
|
+0.6%
|
|
|
17
|
|
$79.3M
|
-$27.8M
|
-463,402
|
-27%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$72M
|
+$1.19M
|
+19,823
|
+2%
|
|
|
19
|
United Capital Financial Advisors
Irving,
Texas
|
$61.6M
|
+$280K
|
+4,663
|
+0.5%
|
|
|
20
|
State Street
Boston,
Massachusetts
|
$61.6M
|
-$1.83M
|
-30,507
|
-3%
|
|
|
21
|
Great Lakes Advisors
Chicago,
Illinois
|
$52.8M
|
-$856K
|
-14,246
|
-2%
|
|
|
22
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$51M
|
+$722K
|
+12,013
|
+1%
|
|
|
23
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$50.5M
|
-$2.55M
|
-42,495
|
-5%
|
|
|
24
|
Rinet Company
Boston,
Massachusetts
|
$45.7M
|
+$2.23M
|
+37,089
|
+5%
|
|
|
25
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$45.3M
|
-$565K
|
-9,404
|
-1%
|
|
