|
1
|
|
$552M
|
-$477M
|
-2,129,573
|
-48%
|
|
|
2
|
AssetMark Inc
Concord,
California
|
$468M
|
+$3.11M
|
+13,861
|
+0.7%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$425M
|
-$10.5M
|
-46,653
|
-3%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$350M
|
+$258M
|
+1,150,940
|
+346%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$294M
|
-$4.5M
|
-20,085
|
-2%
|
|
|
6
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$291M
|
+$740K
|
+3,301
|
+0.3%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$273M
|
-$6.84M
|
-30,521
|
-3%
|
|
|
8
|
Truepoint Inc
Cincinnati,
Ohio
|
$241M
|
-$1.28M
|
-5,710
|
-0.6%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$209M
|
+$3.03M
|
+13,505
|
+2%
|
|
|
10
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$190M
|
-$18.7M
|
-83,441
|
-9%
|
|
|
11
|
Jones Financial Companies
Des Peres,
Missouri
|
$153M
|
-$1.83M
|
-8,165
|
-1%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$143M
|
+$2.93M
|
+13,096
|
+2%
|
|
|
13
|
Rockefeller Capital Management
New York
|
$119M
|
+$2.75M
|
+12,256
|
+2%
|
|
|
14
|
EP Wealth Advisors
Torrance,
California
|
$109M
|
-$1.58M
|
-7,031
|
-2%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$108M
|
-$18.5M
|
-82,490
|
-15%
|
|
|
16
|
Stephens Group Asset Management
Little Rock,
Arkansas
|
$104M
|
-$154K
|
-686
|
-0.2%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$100M
|
+$3.65M
|
+16,283
|
+4%
|
|
|
18
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$98.4M
|
+$14.4M
|
+64,401
|
+18%
|
|
|
19
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$96.8M
|
+$22.2M
|
+99,278
|
+32%
|
|
|
20
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$93.7M
|
-$143K
|
-637
|
-0.2%
|
|
|
21
|
Stifel Financial
St. Louis,
Missouri
|
$91.3M
|
-$24M
|
-106,906
|
-22%
|
|
|
22
|
Ameriprise
Minneapolis,
Minnesota
|
$77.2M
|
+$1.49M
|
+6,648
|
+2%
|
|
|
23
|
Waverly Advisors
Birmingham,
Alabama
|
$73.7M
|
-$2.7M
|
-12,064
|
-4%
|
|
|
24
|
Pacific Life Fund Advisors
Newport Beach,
California
|
$72.4M
|
-$6.23M
|
-27,801
|
-8%
|
|
|
25
|
Truist Financial
Charlotte,
North Carolina
|
$62.2M
|
+$2.11M
|
+9,415
|
+4%
|
|
