|
1
|
Jones Financial Companies
Des Peres,
Missouri
|
$685M
|
+$115M
|
+2,061,909
|
+15%
|
|
|
2
|
TIAA FSB
Jacksonville,
Florida
|
$649M
|
+$38.2M
|
+686,903
|
+5%
|
|
|
3
|
Fidelity Investments
Boston,
Massachusetts
|
$427M
|
+$85M
|
+1,529,968
|
+19%
|
|
|
4
|
Creative Planning
Overland Park,
Kansas
|
$213M
|
-$50.7M
|
-911,880
|
-16%
|
|
|
5
|
Truist Financial
Charlotte,
North Carolina
|
$189M
|
+$8M
|
+143,999
|
+4%
|
|
|
6
|
Bank of New York Mellon
New York
|
$180M
|
-$49.9M
|
-897,755
|
-18%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$173M
|
-$21.8M
|
-392,273
|
-9%
|
|
|
8
|
|
$170M
|
+$27M
|
+486,277
|
+15%
|
|
|
9
|
Matson Money Inc
Mason,
Ohio
|
$144M
|
-$6.29M
|
-113,092
|
-3%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$124M
|
-$1.21M
|
-21,766
|
-0.8%
|
|
|
11
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$123M
|
-$139K
|
-2,503
|
-0.1%
|
|
|
12
|
|
$95.5M
|
+$18.5M
|
+332,736
|
+19%
|
|
|
13
|
Natixis Advisors
Boston,
Massachusetts
|
$72.4M
|
+$14.9M
|
+268,517
|
+20%
|
|
|
14
|
Allstate Corporation
Northbrook,
Illinois
|
$63.1M
|
-$114M
|
-2,057,672
|
-59%
|
|
|
15
|
State Street
Boston,
Massachusetts
|
$59.4M
|
+$18.7M
|
+336,403
|
+34%
|
|
|
16
|
|
$58M
|
+$1.14M
|
+20,580
|
+2%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$53.9M
|
-$5.95M
|
-106,966
|
-8%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$47M
|
-$5.95M
|
-107,131
|
-9%
|
|
|
19
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$42.7M
|
+$7.38M
|
+132,766
|
+16%
|
|
|
20
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$35.4M
|
+$40.5M
|
+729,367
|
+1,192%
|
|
|
21
|
Rinet Company
Boston,
Massachusetts
|
$30.5M
|
-$2.97M
|
-53,479
|
-7%
|
|
|
22
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$29.7M
|
-$3.59M
|
-64,596
|
-9%
|
|
|
23
|
AE Wealth Management
Topeka,
Kansas
|
$26.6M
|
-$3.6M
|
-64,789
|
-10%
|
|
|
24
|
Great Lakes Advisors
Chicago,
Illinois
|
$25.6M
|
-$15.4M
|
-276,892
|
-33%
|
|
|
25
|
Modera Wealth Management
Westwood,
New Jersey
|
$25.5M
|
+$209K
|
+3,758
|
+0.7%
|
|
