|
1
|
|
$1.31B
|
+$59.8M
|
+467,379
|
+5%
|
|
|
2
|
|
$543M
|
+$17.2M
|
+133,990
|
+3%
|
|
|
3
|
CBIZ Investment Advisory Services
Independence,
Ohio
|
$523M
|
–
|
–
|
–
|
|
|
4
|
TIAA FSB
Jacksonville,
Florida
|
$339M
|
-$13.4M
|
-104,384
|
-4%
|
|
|
5
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$300M
|
–
|
–
|
–
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$295M
|
+$1.51M
|
+11,829
|
+0.5%
|
|
|
7
|
Jones Financial Companies
Des Peres,
Missouri
|
$293M
|
-$9.18M
|
-71,661
|
-3%
|
|
|
8
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$259M
|
-$4.1M
|
-32,057
|
-2%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$244M
|
+$47.8M
|
+373,636
|
+26%
|
|
|
10
|
AssetMark Inc
Concord,
California
|
$234M
|
+$19.9M
|
+155,253
|
+10%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$215M
|
+$7.2M
|
+56,218
|
+4%
|
|
|
12
|
Fidelity Investments
Boston,
Massachusetts
|
$188M
|
-$2.83M
|
-22,085
|
-2%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$161M
|
+$59K
|
+461
|
+0%
|
|
|
14
|
Stephens Group Asset Management
Little Rock,
Arkansas
|
$139M
|
+$10.9M
|
+85,224
|
+9%
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$133M
|
+$21.6M
|
+168,870
|
+21%
|
|
|
16
|
Truist Financial
Charlotte,
North Carolina
|
$121M
|
-$5.98M
|
-46,732
|
-5%
|
|
|
17
|
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
$103M
|
+$11.8M
|
+91,936
|
+14%
|
|
|
18
|
Stifel Financial
St. Louis,
Missouri
|
$103M
|
-$531K
|
-4,147
|
-0.5%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$99.1M
|
+$4.39M
|
+34,249
|
+5%
|
|
|
20
|
Waverly Advisors
Birmingham,
Alabama
|
$98.7M
|
+$1.47M
|
+11,516
|
+2%
|
|
|
21
|
LPL Financial
San Diego,
California
|
$87.6M
|
+$7.68M
|
+59,967
|
+10%
|
|
|
22
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$86.6M
|
-$3.46M
|
-26,994
|
-4%
|
|
|
23
|
Natixis Advisors
Boston,
Massachusetts
|
$84.7M
|
-$18.6M
|
-145,446
|
-19%
|
|
|
24
|
Creative Planning
Overland Park,
Kansas
|
$72.8M
|
-$4.67M
|
-36,467
|
-6%
|
|
|
25
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$71.2M
|
+$3.61M
|
+28,160
|
+6%
|
|
