|
1
|
TIAA FSB
Jacksonville,
Florida
|
$818M
|
+$482K
|
+8,411
|
+0.1%
|
|
|
2
|
Fidelity Investments
Boston,
Massachusetts
|
$692M
|
+$263M
|
+4,580,159
|
+64%
|
|
|
3
|
Jones Financial Companies
Des Peres,
Missouri
|
$544M
|
-$79.9M
|
-1,393,178
|
-13%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$307M
|
+$15.9M
|
+276,955
|
+6%
|
|
|
5
|
Bank of New York Mellon
New York
|
$289M
|
+$83.8M
|
+1,462,366
|
+43%
|
|
|
6
|
Creative Planning
Overland Park,
Kansas
|
$285M
|
-$4.14M
|
-72,287
|
-1%
|
|
|
7
|
|
$209M
|
-$11M
|
-191,423
|
-5%
|
|
|
8
|
Matson Money Inc
Mason,
Ohio
|
$182M
|
-$9.2M
|
-160,429
|
-5%
|
|
|
9
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$149M
|
-$4.15M
|
-72,335
|
-3%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$140M
|
-$11.8M
|
-206,548
|
-8%
|
|
|
11
|
|
$121M
|
+$759K
|
+13,246
|
+0.6%
|
|
|
12
|
Truist Financial
Charlotte,
North Carolina
|
$113M
|
-$20.1M
|
-350,247
|
-15%
|
|
|
13
|
Richard Bernstein Advisors
New York
|
$79.7M
|
+$7.33M
|
+127,867
|
+10%
|
|
|
14
|
|
$76.6M
|
-$9.26M
|
-161,576
|
-11%
|
|
|
15
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$74.5M
|
+$4.43M
|
+77,213
|
+7%
|
|
|
16
|
Natixis Advisors
Boston,
Massachusetts
|
$68.7M
|
-$744K
|
-12,972
|
-1%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$66.9M
|
-$12.2M
|
-213,350
|
-16%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$64.8M
|
+$2.72M
|
+47,493
|
+5%
|
|
|
19
|
Northern Trust
Chicago,
Illinois
|
$59.5M
|
+$2.21M
|
+38,635
|
+4%
|
|
|
20
|
State Street
Boston,
Massachusetts
|
$56.7M
|
-$5.19M
|
-90,471
|
-9%
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$54.2M
|
-$1.58M
|
-27,604
|
-3%
|
|
|
22
|
Franklin Resources
San Mateo,
California
|
$52.5M
|
+$18.6M
|
+324,962
|
+58%
|
|
|
23
|
|
$51.1M
|
+$49.7M
|
+866,745
|
New
|
|
|
24
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$45.7M
|
+$3.16M
|
+55,099
|
+8%
|
|
|
25
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$44.4M
|
+$5.01M
|
+87,379
|
+13%
|
|
