|
1
|
TIAA FSB
Jacksonville,
Florida
|
$1.04B
|
+$81.9M
|
+1,297,678
|
+9%
|
|
|
2
|
Fidelity Investments
Boston,
Massachusetts
|
$978M
|
+$163M
|
+2,575,808
|
+22%
|
|
|
3
|
Jones Financial Companies
Des Peres,
Missouri
|
$429M
|
-$196M
|
-3,109,147
|
-33%
|
|
|
4
|
Bank of New York Mellon
New York
|
$416M
|
+$75.4M
|
+1,194,571
|
+24%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$357M
|
+$1.24M
|
+19,634
|
+0.4%
|
|
|
6
|
Creative Planning
Overland Park,
Kansas
|
$330M
|
+$520K
|
+8,241
|
+0.2%
|
|
|
7
|
Matson Money Inc
Mason,
Ohio
|
$209M
|
-$3.32M
|
-52,623
|
-2%
|
|
|
8
|
|
$174M
|
-$63.6M
|
-1,008,108
|
-28%
|
|
|
9
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$172M
|
-$669K
|
-10,594
|
-0.4%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$160M
|
-$1.92M
|
-30,444
|
-1%
|
|
|
11
|
|
$149M
|
+$7.82M
|
+123,841
|
+6%
|
|
|
12
|
Truist Financial
Charlotte,
North Carolina
|
$116M
|
-$13.3M
|
-210,613
|
-11%
|
|
|
13
|
|
$102M
|
+$11.9M
|
+188,370
|
+15%
|
|
|
14
|
Richard Bernstein Advisors
New York
|
$98.4M
|
+$5.61M
|
+88,950
|
+7%
|
|
|
15
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$92.2M
|
+$5.4M
|
+85,578
|
+7%
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$85.1M
|
+$9.31M
|
+147,491
|
+13%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$84.1M
|
+$6.13M
|
+97,168
|
+9%
|
|
|
18
|
Natixis Advisors
Boston,
Massachusetts
|
$80.4M
|
+$758K
|
+12,008
|
+1%
|
|
|
19
|
Northern Trust
Chicago,
Illinois
|
$78.5M
|
+$8.76M
|
+138,815
|
+14%
|
|
|
20
|
State Street
Boston,
Massachusetts
|
$62.8M
|
-$2.63M
|
-41,608
|
-4%
|
|
|
21
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$57.2M
|
+$3.83M
|
+60,717
|
+8%
|
|
|
22
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$49.6M
|
-$1.68M
|
-26,580
|
-4%
|
|
|
23
|
Modera Wealth Management
Westwood,
New Jersey
|
$49.5M
|
+$7.95M
|
+125,963
|
+21%
|
|
|
24
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$47.6M
|
+$654K
|
+10,370
|
+2%
|
|
|
25
|
AE Wealth Management
Topeka,
Kansas
|
$43.2M
|
+$1.42M
|
+22,549
|
+4%
|
|
