|
1
|
Bank of America
Charlotte,
North Carolina
|
$11.1B
|
+$315M
|
+13,825,456
|
+3%
|
|
|
2
|
|
$5.22B
|
+$327M
|
+14,352,798
|
+7%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.81B
|
+$303M
|
+13,304,992
|
+9%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$3.7B
|
+$495M
|
+21,722,544
|
+15%
|
|
|
5
|
Truist Financial
Charlotte,
North Carolina
|
$1.75B
|
+$30M
|
+1,317,654
|
+2%
|
|
|
6
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$1.35B
|
+$108M
|
+4,735,866
|
+9%
|
|
|
7
|
Charles Schwab
San Francisco,
California
|
$1.19B
|
+$609M
|
+26,757,919
|
+105%
|
|
|
8
|
|
$1B
|
+$67.6M
|
+2,970,327
|
+7%
|
|
|
9
|
AssetMark Inc
Concord,
California
|
$625M
|
+$28.4M
|
+1,247,519
|
+5%
|
|
|
10
|
TIAA Wealth Investment Management
New York
|
$609M
|
+$23.7M
|
+1,039,500
|
+4%
|
|
|
11
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$580M
|
+$66.1M
|
+2,903,777
|
+13%
|
|
|
12
|
|
$549M
|
+$42.8M
|
+1,879,520
|
+8%
|
|
|
13
|
Allworth Financial
Folsom,
California
|
$477M
|
-$55.8M
|
-2,452,183
|
-10%
|
|
|
14
|
Fund Evaluation Group
Cincinnati,
Ohio
|
$420M
|
+$9.67M
|
+424,642
|
+2%
|
|
|
15
|
TIAA-CREF Individual & Institutional Services
New York
|
$360M
|
+$47.6M
|
+2,087,998
|
+15%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$260M
|
+$45.4M
|
+1,991,955
|
+21%
|
|
|
17
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$248M
|
+$17.2M
|
+753,628
|
+7%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$243M
|
+$61.7M
|
+2,710,663
|
+34%
|
|
|
19
|
Morningstar Investment Management
Chicago,
Illinois
|
$240M
|
–
|
–
|
–
|
|
|
20
|
United Capital Financial Advisors
Irving,
Texas
|
$231M
|
+$4.51M
|
+198,039
|
+2%
|
|
|
21
|
Nationwide Fund Advisors
Columbus,
Ohio
|
$205M
|
+$30.2M
|
+1,325,035
|
+166%
|
|
|
22
|
TD Private Client Wealth
New York
|
$202M
|
+$15.8M
|
+693,895
|
+8%
|
|
|
23
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$196M
|
+$14.1M
|
+617,450
|
+8%
|
|
|
24
|
Jordan Park Group
San Francisco,
California
|
$195M
|
-$90M
|
-3,953,301
|
-32%
|
|
|
25
|
MML Investors Services
Springfield,
Massachusetts
|
$182M
|
+$40.5M
|
+1,777,465
|
+29%
|
|
