|
1
|
|
$315M
|
+$112M
|
+735,120
|
+42%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$272M
|
+$39.5M
|
+260,291
|
+14%
|
|
|
3
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$192M
|
-$334K
|
-2,197
|
-0.1%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$168M
|
-$14M
|
-92,299
|
-7%
|
|
|
5
|
TIAA FSB
Jacksonville,
Florida
|
$125M
|
+$27.2M
|
+178,902
|
+22%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$124M
|
+$12M
|
+78,750
|
+9%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$124M
|
-$9.07M
|
-59,726
|
-6%
|
|
|
8
|
Truepoint Inc
Cincinnati,
Ohio
|
$110M
|
-$7.21M
|
-47,472
|
-5%
|
|
|
9
|
AssetMark Inc
Concord,
California
|
$92.3M
|
+$8.89M
|
+58,521
|
+9%
|
|
|
10
|
Stifel Financial
St. Louis,
Missouri
|
$65M
|
-$5.22M
|
-34,347
|
-6%
|
|
|
11
|
Fidelity Investments
Boston,
Massachusetts
|
$64M
|
+$1.18M
|
+7,762
|
+2%
|
|
|
12
|
Stephens Group Asset Management
Little Rock,
Arkansas
|
$54.6M
|
+$18.1M
|
+118,874
|
+38%
|
|
|
13
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$53.7M
|
+$4.41M
|
+29,043
|
+7%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$47.5M
|
-$5.27M
|
-34,689
|
-8%
|
|
|
15
|
Jones Financial Companies
Des Peres,
Missouri
|
$45.9M
|
+$1.79M
|
+11,771
|
+3%
|
|
|
16
|
Truist Financial
Charlotte,
North Carolina
|
$45.4M
|
-$8.05M
|
-53,033
|
-13%
|
|
|
17
|
Waverly Advisors
Birmingham,
Alabama
|
$43.1M
|
+$2.3M
|
+15,143
|
+5%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$42.2M
|
+$113K
|
+741
|
+0.2%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$32M
|
+$61M
|
+401,624
|
New
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$31.6M
|
-$8.18M
|
-53,876
|
-18%
|
|
|
21
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$30.3M
|
+$7.35M
|
+48,407
|
+25%
|
|
|
22
|
Allworth Financial
Folsom,
California
|
$25.2M
|
+$29.6M
|
+194,621
|
+4,491%
|
|
|
23
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$21.1M
|
+$310K
|
+2,040
|
+1%
|
|
|
24
|
Morningstar Investment Services
Chicago,
Illinois
|
$19.8M
|
-$14.1M
|
-93,067
|
-38%
|
|
|
25
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$18.9M
|
-$18.3M
|
-120,729
|
-45%
|
|
