|
1
|
|
$1.1B
|
+$31.4M
|
+280,130
|
+3%
|
|
|
2
|
|
$463M
|
+$20.2M
|
+180,058
|
+5%
|
|
|
3
|
TIAA FSB
Jacksonville,
Florida
|
$311M
|
-$64.5M
|
-576,021
|
-18%
|
|
|
4
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$300M
|
-$15M
|
-134,153
|
-5%
|
|
|
5
|
Jones Financial Companies
Des Peres,
Missouri
|
$265M
|
+$22.6M
|
+201,766
|
+10%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$259M
|
+$7.27M
|
+64,917
|
+3%
|
|
|
7
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$232M
|
-$6.44M
|
-57,522
|
-3%
|
|
|
8
|
AssetMark Inc
Concord,
California
|
$188M
|
+$25.9M
|
+230,806
|
+17%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$183M
|
+$4.35M
|
+38,804
|
+3%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$171M
|
-$12.8M
|
-113,990
|
-7%
|
|
|
11
|
Fidelity Investments
Boston,
Massachusetts
|
$169M
|
-$7.69M
|
-68,683
|
-5%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$142M
|
-$969K
|
-8,650
|
-0.7%
|
|
|
13
|
Stephens Group Asset Management
Little Rock,
Arkansas
|
$112M
|
+$923K
|
+8,244
|
+0.9%
|
|
|
14
|
Truist Financial
Charlotte,
North Carolina
|
$112M
|
+$47.8M
|
+427,058
|
+83%
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$96.9M
|
-$1.8M
|
-16,066
|
-2%
|
|
|
16
|
Natixis Advisors
Boston,
Massachusetts
|
$92M
|
+$1.36M
|
+12,177
|
+2%
|
|
|
17
|
Stifel Financial
St. Louis,
Missouri
|
$90.9M
|
+$5.91M
|
+52,788
|
+7%
|
|
|
18
|
Waverly Advisors
Birmingham,
Alabama
|
$86.6M
|
+$3.84M
|
+34,324
|
+5%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$83.3M
|
+$1.59M
|
+14,226
|
+2%
|
|
|
20
|
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
$79.9M
|
+$75.2M
|
+671,267
|
New
|
|
|
21
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$79.6M
|
-$7.78M
|
-69,443
|
-9%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$70.1M
|
+$7.16M
|
+63,958
|
+12%
|
|
|
23
|
Creative Planning
Overland Park,
Kansas
|
$68.5M
|
+$26.1M
|
+232,812
|
+68%
|
|
|
24
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$59.5M
|
+$705K
|
+6,295
|
+1%
|
|
|
25
|
Equitable Holdings
New York
|
$49.4M
|
+$7.7M
|
+68,754
|
+20%
|
|
