|
1
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$742M
|
+$40.9M
|
+157,372
|
+5%
|
|
|
2
|
|
$678M
|
+$14.9M
|
+57,462
|
+2%
|
|
|
3
|
AssetMark Inc
Concord,
California
|
$583M
|
+$24.5M
|
+94,406
|
+4%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$496M
|
+$68.6M
|
+264,017
|
+15%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$349M
|
+$13.3M
|
+51,149
|
+4%
|
|
|
6
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$277M
|
-$4.06M
|
-15,607
|
-1%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$274M
|
-$9.37M
|
-36,051
|
-3%
|
|
|
8
|
EP Wealth Advisors
Torrance,
California
|
$260M
|
+$32.6M
|
+125,362
|
+13%
|
|
|
9
|
Truepoint Inc
Cincinnati,
Ohio
|
$250M
|
+$4.61M
|
+17,742
|
+2%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$203M
|
-$5.76M
|
-22,171
|
-3%
|
|
|
11
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$184M
|
+$11.1M
|
+42,557
|
+6%
|
|
|
12
|
Jones Financial Companies
Des Peres,
Missouri
|
$177M
|
+$6.31M
|
+24,279
|
+3%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$165M
|
-$2.2M
|
-8,448
|
-1%
|
|
|
14
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$156M
|
+$18.2M
|
+70,038
|
+12%
|
|
|
15
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$122M
|
+$8.85M
|
+34,036
|
+7%
|
|
|
16
|
Stifel Financial
St. Louis,
Missouri
|
$112M
|
+$485K
|
+1,865
|
+0.4%
|
|
|
17
|
Rockefeller Capital Management
New York
|
$105M
|
-$9.65M
|
-37,119
|
-8%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$101M
|
+$874K
|
+3,360
|
+0.8%
|
|
|
19
|
Raymond James Financial
St Petersburg,
Florida
|
$90.9M
|
+$16.7M
|
+64,159
|
+21%
|
|
|
20
|
Avior Wealth Management
Omaha,
Nebraska
|
$88M
|
+$302K
|
+1,160
|
+0.3%
|
|
|
21
|
Stephens Group Asset Management
Little Rock,
Arkansas
|
$85.1M
|
-$26.7M
|
-102,602
|
-23%
|
|
|
22
|
Ameriprise
Minneapolis,
Minnesota
|
$78.5M
|
-$5.55M
|
-21,339
|
-6%
|
|
|
23
|
Truist Financial
Charlotte,
North Carolina
|
$67.6M
|
-$1.89M
|
-7,283
|
-3%
|
|
|
24
|
Waverly Advisors
Birmingham,
Alabama
|
$65.2M
|
-$1.99M
|
-7,671
|
-3%
|
|
|
25
|
Fidelity Investments
Boston,
Massachusetts
|
$61.7M
|
+$2.02M
|
+7,758
|
+3%
|
|
