|
1
|
|
$1.4B
|
+$31.6M
|
+228,509
|
+2%
|
|
|
2
|
|
$554M
|
-$6.04M
|
-43,604
|
-1%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$408M
|
-$27.1M
|
-195,693
|
-6%
|
|
|
4
|
AssetMark Inc
Concord,
California
|
$378M
|
+$12.9M
|
+92,793
|
+3%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$349M
|
+$1.29M
|
+9,308
|
+0.4%
|
|
|
6
|
Jones Financial Companies
Des Peres,
Missouri
|
$288M
|
-$2.19M
|
-15,803
|
-0.7%
|
|
|
7
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$272M
|
-$3.85M
|
-27,829
|
-1%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$263M
|
-$43M
|
-310,670
|
-13%
|
|
|
9
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$262M
|
+$277M
|
+2,002,010
|
New
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$234M
|
+$1.32M
|
+9,512
|
+0.5%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$211M
|
-$33.5M
|
-242,220
|
-13%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$134M
|
+$3.82M
|
+27,602
|
+3%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$132M
|
-$6.78M
|
-48,971
|
-5%
|
|
|
14
|
Fidelity Investments
Boston,
Massachusetts
|
$125M
|
-$5.1M
|
-36,832
|
-4%
|
|
|
15
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$125M
|
+$93.8K
|
+677
|
+0.1%
|
|
|
16
|
Stephens Group Asset Management
Little Rock,
Arkansas
|
$122M
|
-$11.7M
|
-84,335
|
-8%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$113M
|
-$40.9M
|
-295,553
|
-25%
|
|
|
18
|
Waverly Advisors
Birmingham,
Alabama
|
$106M
|
-$5M
|
-36,096
|
-4%
|
|
|
19
|
Charles Schwab
San Francisco,
California
|
$91.9M
|
+$97.2M
|
+702,041
|
New
|
|
|
20
|
Rockefeller Capital Management
New York
|
$82.3M
|
+$7.52M
|
+54,326
|
+9%
|
|
|
21
|
Pacific Life Fund Advisors
Newport Beach,
California
|
$80.1M
|
-$17.8M
|
-128,716
|
-17%
|
|
|
22
|
EP Wealth Advisors
Torrance,
California
|
$73M
|
+$75.9M
|
+548,206
|
+5,985%
|
|
|
23
|
Stifel Financial
St. Louis,
Missouri
|
$72.4M
|
+$2.58M
|
+18,602
|
+3%
|
|
|
24
|
Truist Financial
Charlotte,
North Carolina
|
$63.2M
|
+$326K
|
+2,352
|
+0.5%
|
|
|
25
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$62.5M
|
+$5.73M
|
+41,370
|
+9%
|
|
