|
1
|
|
$951M
|
+$60.4M
|
+523,937
|
+7%
|
|
|
2
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$327M
|
+$267K
|
+2,318
|
+0.1%
|
|
|
3
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$315M
|
+$2M
|
+17,373
|
+0.7%
|
|
|
4
|
TIAA FSB
Jacksonville,
Florida
|
$295M
|
+$7.86M
|
+68,177
|
+3%
|
|
|
5
|
|
$293M
|
-$1.34M
|
-11,600
|
-0.5%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$289M
|
+$14.3M
|
+123,973
|
+5%
|
|
|
7
|
Jones Financial Companies
Des Peres,
Missouri
|
$229M
|
+$32.9M
|
+285,468
|
+17%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$213M
|
+$10.2M
|
+88,424
|
+5%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$171M
|
+$4.46M
|
+38,688
|
+3%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$147M
|
+$6.84M
|
+59,331
|
+5%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$130M
|
+$17.3M
|
+149,990
|
+16%
|
|
|
12
|
AssetMark Inc
Concord,
California
|
$104M
|
+$11.9M
|
+103,243
|
+13%
|
|
|
13
|
Stifel Financial
St. Louis,
Missouri
|
$97.6M
|
+$2.7M
|
+23,456
|
+3%
|
|
|
14
|
Stephens Group Asset Management
Little Rock,
Arkansas
|
$87.7M
|
+$84.8M
|
+736,168
|
New
|
|
|
15
|
Natixis Advisors
Boston,
Massachusetts
|
$73.5M
|
-$846K
|
-7,342
|
-1%
|
|
|
16
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$70.6M
|
+$4.56M
|
+39,584
|
+7%
|
|
|
17
|
Waverly Advisors
Birmingham,
Alabama
|
$66.1M
|
+$771K
|
+6,694
|
+1%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$65.5M
|
+$466K
|
+4,047
|
+0.7%
|
|
|
19
|
Truist Financial
Charlotte,
North Carolina
|
$61.8M
|
+$59.3M
|
+514,985
|
+13,919%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$61M
|
+$512K
|
+4,445
|
+0.9%
|
|
|
21
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$49.7M
|
-$119K
|
-1,032
|
-0.2%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$49.2M
|
+$456K
|
+3,957
|
+1%
|
|
|
23
|
Johanson Financial Advisors
Campbell,
California
|
$48.6M
|
+$662M
|
+5,746,543
|
+11,752%
|
|
|
24
|
Morningstar Investment Services
Chicago,
Illinois
|
$47M
|
+$19.1M
|
+165,624
|
+72%
|
|
|
25
|
Equitable Holdings
New York
|
$45.1M
|
+$43.6M
|
+378,284
|
New
|
|
