|
1
|
Bank of America
Charlotte,
North Carolina
|
$18.5B
|
+$545M
|
+3,409,028
|
+3%
|
|
|
2
|
Jones Financial Companies
Des Peres,
Missouri
|
$8.18B
|
+$297M
|
+1,857,256
|
+4%
|
|
|
3
|
|
$4.68B
|
+$43M
|
+269,181
|
+0.9%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.22B
|
+$69.1M
|
+432,353
|
+2%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$2B
|
-$5.13M
|
-32,076
|
-0.3%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$1.53B
|
-$4.39M
|
-27,464
|
-0.3%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$1.44B
|
+$53.4M
|
+334,057
|
+4%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$986M
|
+$22.6M
|
+141,547
|
+2%
|
|
|
9
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$958M
|
+$39.9M
|
+249,558
|
+4%
|
|
|
10
|
|
$958M
|
-$84.5M
|
-528,569
|
-8%
|
|
|
11
|
Mill Creek Capital Advisors
Conshohocken,
Pennsylvania
|
$858M
|
+$9.04M
|
+56,568
|
+1%
|
|
|
12
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$833M
|
+$30.5M
|
+190,850
|
+4%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$828M
|
+$12.4M
|
+77,474
|
+2%
|
|
|
14
|
D.A. Davidson & Co
Great Falls,
Montana
|
$799M
|
+$1.03M
|
+6,442
|
+0.1%
|
|
|
15
|
Fidelity Investments
Boston,
Massachusetts
|
$778M
|
-$6.76M
|
-42,286
|
-0.9%
|
|
|
16
|
RWA Wealth Partners
Newton,
Massachusetts
|
$775M
|
+$12.4M
|
+77,726
|
+2%
|
|
|
17
|
Bank of New York Mellon
New York
|
$720M
|
-$6.34M
|
-39,637
|
-0.9%
|
|
|
18
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$673M
|
+$32.3M
|
+202,369
|
+5%
|
|
|
19
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$662M
|
-$91.2M
|
-570,563
|
-12%
|
|
|
20
|
Mariner
Overland Park,
Kansas
|
$639M
|
+$13M
|
+81,578
|
+2%
|
|
|
21
|
|
$639M
|
-$13.1M
|
-81,870
|
-2%
|
|
|
22
|
Axiom Advisory
San Diego,
California
|
$543M
|
+$535M
|
+3,345,911
|
+6,344%
|
|
|
23
|
SEI Investments
Oaks,
Pennsylvania
|
$524M
|
+$19.5M
|
+122,044
|
+4%
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$521M
|
+$24.3M
|
+152,223
|
+5%
|
|
|
25
|
Truist Financial
Charlotte,
North Carolina
|
$495M
|
-$48.6M
|
-304,273
|
-9%
|
|
