|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$1.12B
|
+$95.7M
|
+1,348,107
|
+9%
|
|
|
2
|
TIAA FSB
Jacksonville,
Florida
|
$1.1B
|
+$6.81M
|
+95,966
|
+0.6%
|
|
|
3
|
Jones Financial Companies
Des Peres,
Missouri
|
$964M
|
+$495M
|
+6,973,402
|
+111%
|
|
|
4
|
Bank of New York Mellon
New York
|
$599M
|
+$160M
|
+2,253,054
|
+37%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$455M
|
+$78.8M
|
+1,109,643
|
+21%
|
|
|
6
|
Creative Planning
Overland Park,
Kansas
|
$341M
|
-$6.52M
|
-91,802
|
-2%
|
|
|
7
|
Matson Money Inc
Mason,
Ohio
|
$210M
|
-$7.79M
|
-109,697
|
-4%
|
|
|
8
|
|
$204M
|
+$21.2M
|
+298,312
|
+12%
|
|
|
9
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$179M
|
-$1.97M
|
-27,795
|
-1%
|
|
|
10
|
|
$175M
|
+$18.5M
|
+261,030
|
+12%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$168M
|
+$109K
|
+1,535
|
+0.1%
|
|
|
12
|
Natixis Advisors
Boston,
Massachusetts
|
$138M
|
+$52.8M
|
+744,382
|
+63%
|
|
|
13
|
Truist Financial
Charlotte,
North Carolina
|
$118M
|
-$4.12M
|
-58,109
|
-3%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$114M
|
+$25.1M
|
+352,914
|
+29%
|
|
|
15
|
Richard Bernstein Advisors
New York
|
$110M
|
+$5.97M
|
+84,036
|
+6%
|
|
|
16
|
|
$106M
|
-$394K
|
-5,551
|
-0.4%
|
|
|
17
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$102M
|
+$4.95M
|
+69,721
|
+5%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$98.3M
|
+$8.7M
|
+122,535
|
+10%
|
|
|
19
|
|
$97.2M
|
+$84.4M
|
+1,188,928
|
+725%
|
|
|
20
|
AssetMark Inc
Concord,
California
|
$88.4M
|
+$87.3M
|
+1,230,330
|
New
|
|
|
21
|
Northern Trust
Chicago,
Illinois
|
$84.5M
|
+$2.06M
|
+29,019
|
+3%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$77.6M
|
+$54M
|
+761,074
|
+238%
|
|
|
23
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$67.1M
|
+$6.91M
|
+97,404
|
+12%
|
|
|
24
|
State Street
Boston,
Massachusetts
|
$65.5M
|
-$501K
|
-7,054
|
-0.8%
|
|
|
25
|
Wells Fargo
San Francisco,
California
|
$59.5M
|
+$14.4M
|
+203,251
|
+33%
|
|
