|
1
|
Bank of America
Charlotte,
North Carolina
|
$13.5B
|
+$763M
|
+5,323,843
|
+6%
|
|
|
2
|
Jones Financial Companies
Des Peres,
Missouri
|
$7.41B
|
+$83.5M
|
+583,028
|
+1%
|
|
|
3
|
|
$3.81B
|
-$10.9M
|
-75,756
|
-0.3%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.74B
|
-$220M
|
-1,533,172
|
-7%
|
|
|
5
|
|
$1.75B
|
+$33.1M
|
+231,256
|
+2%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$1.7B
|
-$38.4M
|
-267,820
|
-2%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$1.16B
|
+$17.2M
|
+119,948
|
+1%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$1.15B
|
+$78.8M
|
+549,925
|
+7%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$828M
|
-$27.1M
|
-188,877
|
-3%
|
|
|
10
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$761M
|
+$791M
|
+5,518,777
|
New
|
|
|
11
|
Fidelity Investments
Boston,
Massachusetts
|
$692M
|
-$17.5M
|
-122,433
|
-2%
|
|
|
12
|
Mill Creek Capital Advisors
Conshohocken,
Pennsylvania
|
$679M
|
+$23.6M
|
+164,832
|
+3%
|
|
|
13
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$670M
|
-$3.08M
|
-21,498
|
-0.4%
|
|
|
14
|
D.A. Davidson & Co
Great Falls,
Montana
|
$664M
|
+$6.15M
|
+42,900
|
+0.9%
|
|
|
15
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$646M
|
+$24.9M
|
+173,458
|
+4%
|
|
|
16
|
Truist Financial
Charlotte,
North Carolina
|
$638M
|
+$17.8M
|
+124,296
|
+3%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$631M
|
+$10.8M
|
+75,354
|
+2%
|
|
|
18
|
RWA Wealth Partners
Newton,
Massachusetts
|
$628M
|
+$18.7M
|
+130,311
|
+3%
|
|
|
19
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$557M
|
+$17.7M
|
+123,220
|
+3%
|
|
|
20
|
|
$540M
|
+$4.28M
|
+29,864
|
+0.8%
|
|
|
21
|
Bank of New York Mellon
New York
|
$529M
|
-$8.07M
|
-56,291
|
-1%
|
|
|
22
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$476M
|
-$80M
|
-558,462
|
-14%
|
|
|
23
|
SEI Investments
Oaks,
Pennsylvania
|
$456M
|
+$17.8M
|
+124,425
|
+4%
|
|
|
24
|
Mariner
Overland Park,
Kansas
|
$452M
|
+$10.7M
|
+74,454
|
+2%
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$451M
|
+$66.2M
|
+461,783
|
+16%
|
|
