|
1
|
Wells Fargo
San Francisco,
California
|
$5.44B
|
-$25M
|
-461,052
|
-0.5%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$3.1B
|
+$133M
|
+2,453,772
|
+5%
|
|
|
3
|
Creative Planning
Overland Park,
Kansas
|
$1.6B
|
-$19.1M
|
-351,816
|
-1%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$1.35B
|
+$54.2M
|
+998,276
|
+4%
|
|
|
5
|
|
$1.25B
|
+$30.7M
|
+564,904
|
+3%
|
|
|
6
|
Jones Financial Companies
Des Peres,
Missouri
|
$946M
|
-$20.4M
|
-376,648
|
-2%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$778M
|
+$32.1M
|
+592,312
|
+4%
|
|
|
8
|
|
$770M
|
-$12M
|
-220,744
|
-2%
|
|
|
9
|
TIAA FSB
Jacksonville,
Florida
|
$670M
|
-$50.3M
|
-927,304
|
-7%
|
|
|
10
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$590M
|
+$29.8M
|
+548,252
|
+5%
|
|
|
11
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$584M
|
-$5.62M
|
-103,544
|
-1%
|
|
|
12
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$546M
|
-$18.3M
|
-337,648
|
-3%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$493M
|
+$175M
|
+3,228,960
|
+57%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$381M
|
-$74M
|
-1,364,020
|
-17%
|
|
|
15
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$346M
|
–
|
–
|
–
|
|
|
16
|
CBIZ Investment Advisory Services
Independence,
Ohio
|
$341M
|
–
|
–
|
–
|
|
|
17
|
JMG Financial Group
Downers Grove,
Illinois
|
$283M
|
+$9.68M
|
+178,340
|
+4%
|
|
|
18
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$227M
|
+$38.8M
|
+714,156
|
+21%
|
|
|
19
|
Bank of New York Mellon
New York
|
$226M
|
+$2.49M
|
+45,884
|
+1%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$200M
|
+$17.3M
|
+317,904
|
+10%
|
|
|
21
|
Churchill Management
Los Angeles,
California
|
$174M
|
-$3.39M
|
-62,416
|
-2%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$165M
|
+$5.95M
|
+109,708
|
+4%
|
|
|
23
|
Truist Financial
Charlotte,
North Carolina
|
$159M
|
-$6.04M
|
-111,376
|
-4%
|
|
|
24
|
Private Advisor Group
Morristown,
New Jersey
|
$144M
|
+$3.33M
|
+61,332
|
+2%
|
|
|
25
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$129M
|
+$11.2M
|
+206,748
|
+10%
|
|
