|
1
|
Bank of America
Charlotte,
North Carolina
|
$18.2B
|
+$1.34B
|
+8,663,926
|
+8%
|
|
|
2
|
Jones Financial Companies
Des Peres,
Missouri
|
$8B
|
+$82M
|
+532,146
|
+1%
|
|
|
3
|
|
$4.71B
|
+$98.8M
|
+640,796
|
+2%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.2B
|
+$31.7M
|
+205,336
|
+1%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$2.04B
|
+$8.65M
|
+56,121
|
+0.5%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$1.56B
|
-$13.8M
|
-89,689
|
-0.9%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$1.41B
|
+$2.81M
|
+18,253
|
+0.2%
|
|
|
8
|
|
$1.06B
|
-$958M
|
-6,211,709
|
-49%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$978M
|
-$34.3M
|
-222,785
|
-4%
|
|
|
10
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$932M
|
+$27.5M
|
+178,294
|
+3%
|
|
|
11
|
Mill Creek Capital Advisors
Conshohocken,
Pennsylvania
|
$862M
|
+$52.5M
|
+340,538
|
+7%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$828M
|
+$21.8M
|
+141,193
|
+3%
|
|
|
13
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$815M
|
+$27.9M
|
+180,857
|
+4%
|
|
|
14
|
D.A. Davidson & Co
Great Falls,
Montana
|
$811M
|
+$8.31M
|
+53,897
|
+1%
|
|
|
15
|
Fidelity Investments
Boston,
Massachusetts
|
$797M
|
-$7.12M
|
-46,164
|
-0.9%
|
|
|
16
|
RWA Wealth Partners
Newton,
Massachusetts
|
$774M
|
+$17M
|
+110,300
|
+2%
|
|
|
17
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$765M
|
-$592K
|
-3,839
|
-0.1%
|
|
|
18
|
Bank of New York Mellon
New York
|
$737M
|
+$111M
|
+722,159
|
+19%
|
|
|
19
|
|
$662M
|
-$294M
|
-1,908,397
|
-32%
|
|
|
20
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$650M
|
+$29M
|
+188,303
|
+5%
|
|
|
21
|
Mariner
Overland Park,
Kansas
|
$635M
|
+$89.8M
|
+582,472
|
+18%
|
|
|
22
|
Truist Financial
Charlotte,
North Carolina
|
$552M
|
-$71.4M
|
-463,429
|
-12%
|
|
|
23
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$548M
|
-$31.9M
|
-206,911
|
-6%
|
|
|
24
|
SEI Investments
Oaks,
Pennsylvania
|
$512M
|
+$19.2M
|
+124,400
|
+4%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$504M
|
-$4.71M
|
-30,559
|
-1%
|
|
