|
1
|
Bank of America
Charlotte,
North Carolina
|
$300M
|
+$2.21M
|
+14,459
|
+0.8%
|
|
|
2
|
|
$278M
|
-$2.15M
|
-14,123
|
-0.8%
|
|
|
3
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$241M
|
+$489K
|
+3,204
|
+0.2%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$225M
|
+$4.38M
|
+28,726
|
+2%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$165M
|
-$1.37M
|
-9,010
|
-0.9%
|
|
|
6
|
Truepoint Inc
Cincinnati,
Ohio
|
$145M
|
-$996K
|
-6,530
|
-0.7%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$143M
|
+$2.17M
|
+14,250
|
+2%
|
|
|
8
|
TIAA FSB
Jacksonville,
Florida
|
$128M
|
+$1.2M
|
+7,884
|
+1%
|
|
|
9
|
AssetMark Inc
Concord,
California
|
$106M
|
+$9.06M
|
+59,389
|
+10%
|
|
|
10
|
Stifel Financial
St. Louis,
Missouri
|
$86.2M
|
+$1.94M
|
+12,735
|
+2%
|
|
|
11
|
Fidelity Investments
Boston,
Massachusetts
|
$79M
|
-$1.28M
|
-8,361
|
-2%
|
|
|
12
|
Truist Financial
Charlotte,
North Carolina
|
$65.3M
|
+$62.3M
|
+408,370
|
+15,375%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$65.1M
|
-$578K
|
-3,790
|
-0.9%
|
|
|
14
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$62.7M
|
+$227K
|
+1,488
|
+0.4%
|
|
|
15
|
Jones Financial Companies
Des Peres,
Missouri
|
$56M
|
+$35.1M
|
+230,369
|
+188%
|
|
|
16
|
Waverly Advisors
Birmingham,
Alabama
|
$54M
|
-$525K
|
-3,439
|
-1%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$52.8M
|
+$900K
|
+5,901
|
+2%
|
|
|
18
|
Stephens Group Asset Management
Little Rock,
Arkansas
|
$49.5M
|
+$47.6M
|
+312,033
|
New
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$48.1M
|
+$108K
|
+707
|
+0.2%
|
|
|
20
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$42.9M
|
+$358K
|
+2,344
|
+0.9%
|
|
|
21
|
Morningstar Investment Services
Chicago,
Illinois
|
$39.1M
|
-$3.07M
|
-20,104
|
-8%
|
|
|
22
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$35.4M
|
-$1.42M
|
-9,331
|
-4%
|
|
|
23
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$30.3M
|
+$2.09M
|
+13,673
|
+8%
|
|
|
24
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$26.2M
|
+$1.52M
|
+9,985
|
+6%
|
|
|
25
|
Ameriprise
Minneapolis,
Minnesota
|
$21.5M
|
-$1.25M
|
-8,211
|
-6%
|
|
