|
1
|
Bank of America
Charlotte,
North Carolina
|
$13.2B
|
-$2.64B
|
-18,983,496
|
-17%
|
|
|
2
|
Jones Financial Companies
Des Peres,
Missouri
|
$7.55B
|
+$120M
|
+865,621
|
+2%
|
|
|
3
|
|
$3.94B
|
-$190M
|
-1,371,111
|
-5%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.04B
|
+$108M
|
+777,538
|
+4%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$1.79B
|
-$70.3M
|
-505,813
|
-4%
|
|
|
6
|
|
$1.77B
|
+$38.1M
|
+274,646
|
+2%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$1.18B
|
+$32M
|
+230,462
|
+3%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$1.1B
|
+$44.3M
|
+318,953
|
+4%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$880M
|
-$25.8M
|
-185,737
|
-3%
|
|
|
10
|
TIAA FSB
Jacksonville,
Florida
|
$801M
|
+$5.32M
|
+38,290
|
+0.7%
|
|
|
11
|
Fidelity Investments
Boston,
Massachusetts
|
$730M
|
-$21.6M
|
-155,426
|
-3%
|
|
|
12
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$693M
|
+$1.59M
|
+11,416
|
+0.2%
|
|
|
13
|
D.A. Davidson & Co
Great Falls,
Montana
|
$678M
|
+$12.3M
|
+88,829
|
+2%
|
|
|
14
|
Mill Creek Capital Advisors
Conshohocken,
Pennsylvania
|
$676M
|
+$14.8M
|
+106,584
|
+2%
|
|
|
15
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$641M
|
+$33.4M
|
+240,679
|
+6%
|
|
|
16
|
Truist Financial
Charlotte,
North Carolina
|
$640M
|
-$14.6M
|
-105,260
|
-2%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$639M
|
-$15.7M
|
-113,077
|
-2%
|
|
|
18
|
RWA Wealth Partners
Newton,
Massachusetts
|
$628M
|
+$4.65M
|
+33,468
|
+0.8%
|
|
|
19
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$570M
|
+$4.36M
|
+31,412
|
+0.8%
|
|
|
20
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$556M
|
+$6.58M
|
+47,343
|
+1%
|
|
|
21
|
Bank of New York Mellon
New York
|
$553M
|
-$6.71M
|
-48,346
|
-1%
|
|
|
22
|
|
$552M
|
-$719K
|
-5,174
|
-0.1%
|
|
|
23
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$478M
|
+$175M
|
+1,260,033
|
+60%
|
|
|
24
|
Mariner
Overland Park,
Kansas
|
$455M
|
+$6.72M
|
+48,376
|
+2%
|
|
|
25
|
SEI Investments
Oaks,
Pennsylvania
|
$452M
|
+$18.6M
|
+133,878
|
+4%
|
|
