|
1
|
Jones Financial Companies
Des Peres,
Missouri
|
$1.03B
|
+$40.2M
|
+536,114
|
+4%
|
|
|
2
|
TIAA FSB
Jacksonville,
Florida
|
$868M
|
-$267M
|
-3,558,737
|
-23%
|
|
|
3
|
Bank of New York Mellon
New York
|
$821M
|
+$205M
|
+2,725,936
|
+33%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$400M
|
-$70M
|
-933,332
|
-15%
|
|
|
5
|
Fidelity Investments
Boston,
Massachusetts
|
$399M
|
-$772M
|
-10,284,056
|
-66%
|
|
|
6
|
Creative Planning
Overland Park,
Kansas
|
$329M
|
-$22.6M
|
-301,372
|
-6%
|
|
|
7
|
Matson Money Inc
Mason,
Ohio
|
$227M
|
+$9.42M
|
+125,542
|
+4%
|
|
|
8
|
|
$227M
|
+$16.1M
|
+214,492
|
+8%
|
|
|
9
|
|
$197M
|
+$15.8M
|
+210,712
|
+9%
|
|
|
10
|
|
$191M
|
+$91.5M
|
+1,219,812
|
+90%
|
|
|
11
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$182M
|
-$2.56M
|
-34,104
|
-1%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$168M
|
-$6.11M
|
-81,356
|
-3%
|
|
|
13
|
Natixis Advisors
Boston,
Massachusetts
|
$156M
|
+$13.5M
|
+179,786
|
+9%
|
|
|
14
|
|
$136M
|
+$26.7M
|
+355,867
|
+24%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$133M
|
+$16M
|
+213,417
|
+13%
|
|
|
16
|
Richard Bernstein Advisors
New York
|
$123M
|
+$9.59M
|
+127,769
|
+8%
|
|
|
17
|
Truist Financial
Charlotte,
North Carolina
|
$120M
|
-$1.68M
|
-22,443
|
-1%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$110M
|
+$11.3M
|
+150,455
|
+11%
|
|
|
19
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$107M
|
+$1.94M
|
+25,858
|
+2%
|
|
|
20
|
Northern Trust
Chicago,
Illinois
|
$95.9M
|
+$8.74M
|
+116,434
|
+10%
|
|
|
21
|
|
$75.6M
|
+$57.5M
|
+765,749
|
+301%
|
|
|
22
|
Kabouter Management
Chicago,
Illinois
|
$71.9M
|
+$52.5M
|
+699,223
|
+258%
|
|
|
23
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$70.5M
|
+$1.32M
|
+17,620
|
+2%
|
|
|
24
|
State Street
Boston,
Massachusetts
|
$66.6M
|
-$1.03M
|
-13,713
|
-2%
|
|
|
25
|
Modera Wealth Management
Westwood,
New Jersey
|
$60.8M
|
+$3.68M
|
+49,063
|
+6%
|
|
