|
1
|
TIAA FSB
Jacksonville,
Florida
|
$743M
|
-$30.9M
|
-613,167
|
-4%
|
|
|
2
|
Jones Financial Companies
Des Peres,
Missouri
|
$574M
|
-$235M
|
-4,655,618
|
-30%
|
|
|
3
|
Fidelity Investments
Boston,
Massachusetts
|
$384M
|
-$119M
|
-2,367,727
|
-25%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$264M
|
+$109M
|
+2,163,623
|
+78%
|
|
|
5
|
Creative Planning
Overland Park,
Kansas
|
$263M
|
+$7.87M
|
+156,238
|
+3%
|
|
|
6
|
|
$201M
|
-$2.75M
|
-54,511
|
-1%
|
|
|
7
|
Bank of New York Mellon
New York
|
$184M
|
-$29.1M
|
-577,780
|
-14%
|
|
|
8
|
Matson Money Inc
Mason,
Ohio
|
$174M
|
+$317K
|
+6,295
|
+0.2%
|
|
|
9
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$139M
|
-$7.35M
|
-145,940
|
-5%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$138M
|
-$64.5M
|
-1,279,558
|
-33%
|
|
|
11
|
Truist Financial
Charlotte,
North Carolina
|
$121M
|
-$98.7M
|
-1,958,766
|
-46%
|
|
|
12
|
|
$110M
|
-$4.36M
|
-86,481
|
-4%
|
|
|
13
|
|
$78.3M
|
+$8.36M
|
+165,966
|
+13%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$72.2M
|
+$7.23M
|
+143,390
|
+12%
|
|
|
15
|
Richard Bernstein Advisors
New York
|
$65.6M
|
+$61.6M
|
+1,223,386
|
New
|
|
|
16
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$63.6M
|
+$19.9M
|
+394,997
|
+50%
|
|
|
17
|
Natixis Advisors
Boston,
Massachusetts
|
$63.1M
|
-$22.1M
|
-437,656
|
-27%
|
|
|
18
|
State Street
Boston,
Massachusetts
|
$56.4M
|
-$13.8M
|
-273,944
|
-21%
|
|
|
19
|
Ameriprise
Minneapolis,
Minnesota
|
$56.3M
|
+$43.3M
|
+858,882
|
+448%
|
|
|
20
|
Northern Trust
Chicago,
Illinois
|
$52M
|
+$28.5M
|
+566,328
|
+140%
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$50.8M
|
-$5.11M
|
-101,479
|
-10%
|
|
|
22
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$38.6M
|
+$16.8M
|
+333,366
|
+86%
|
|
|
23
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$38.1M
|
+$2.45M
|
+48,608
|
+7%
|
|
|
24
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$35.7M
|
-$14.5M
|
-286,959
|
-30%
|
|
|
25
|
AE Wealth Management
Topeka,
Kansas
|
$34.1M
|
+$2.13M
|
+42,248
|
+7%
|
|
