|
1
|
Bank of America
Charlotte,
North Carolina
|
$25B
|
+$1.03B
|
+5,667,887
|
+4%
|
|
|
2
|
Jones Financial Companies
Des Peres,
Missouri
|
$10.1B
|
+$305M
|
+1,684,472
|
+3%
|
|
|
3
|
|
$6.19B
|
+$97.4M
|
+537,700
|
+2%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.08B
|
+$200M
|
+1,103,718
|
+5%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$2.54B
|
-$30.6M
|
-168,824
|
-1%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$2.07B
|
+$86.9M
|
+479,866
|
+5%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$1.97B
|
+$43.8M
|
+241,842
|
+2%
|
|
|
8
|
Raymond James Financial
St Petersburg,
Florida
|
$1.48B
|
+$86.2M
|
+476,101
|
+6%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$1.44B
|
+$32M
|
+176,728
|
+2%
|
|
|
10
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.37B
|
+$761M
|
+4,200,716
|
+134%
|
|
|
11
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$1.21B
|
-$4.83M
|
-26,676
|
-0.4%
|
|
|
12
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$1.16B
|
+$66M
|
+364,450
|
+6%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.03B
|
+$20.6M
|
+113,878
|
+2%
|
|
|
14
|
D.A. Davidson & Co
Great Falls,
Montana
|
$1.02B
|
+$27.1M
|
+149,422
|
+3%
|
|
|
15
|
Mill Creek Capital Advisors
Conshohocken,
Pennsylvania
|
$979M
|
-$6.05M
|
-33,400
|
-0.6%
|
|
|
16
|
|
$947M
|
-$21.1M
|
-116,545
|
-2%
|
|
|
17
|
Mariner
Overland Park,
Kansas
|
$880M
|
+$11M
|
+60,509
|
+1%
|
|
|
18
|
Fidelity Investments
Boston,
Massachusetts
|
$844M
|
-$7.13M
|
-39,406
|
-0.9%
|
|
|
19
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$803M
|
+$7.18M
|
+39,644
|
+0.9%
|
|
|
20
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$721M
|
+$15.5M
|
+85,410
|
+2%
|
|
|
21
|
RWA Wealth Partners
Newton,
Massachusetts
|
$697M
|
+$9.2M
|
+50,804
|
+1%
|
|
|
22
|
SEI Investments
Oaks,
Pennsylvania
|
$682M
|
+$16.9M
|
+93,080
|
+3%
|
|
|
23
|
|
$657M
|
-$2.73M
|
-15,074
|
-0.4%
|
|
|
24
|
Bank of New York Mellon
New York
|
$655M
|
-$3.44M
|
-18,983
|
-0.5%
|
|
|
25
|
Truist Financial
Charlotte,
North Carolina
|
$620M
|
+$15.7M
|
+86,949
|
+3%
|
|
