|
1
|
Bank of America
Charlotte,
North Carolina
|
$7.69B
|
-$473M
|
-21,001,084
|
-6%
|
|
|
2
|
Fidelity Investments
Boston,
Massachusetts
|
$1.89B
|
+$151M
|
+6,707,884
|
+9%
|
|
|
3
|
|
$1.46B
|
-$690M
|
-30,665,728
|
-32%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.37B
|
-$1.51B
|
-67,264,403
|
-52%
|
|
|
5
|
Truist Financial
Charlotte,
North Carolina
|
$1.24B
|
-$53.8M
|
-2,391,666
|
-4%
|
|
|
6
|
Allworth Financial
Folsom,
California
|
$544M
|
+$100M
|
+4,444,542
|
+22%
|
|
|
7
|
|
$412M
|
-$123M
|
-5,460,448
|
-23%
|
|
|
8
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$393M
|
+$99.7M
|
+4,427,187
|
+33%
|
|
|
9
|
AssetMark Inc
Concord,
California
|
$358M
|
+$47.2M
|
+2,096,717
|
+15%
|
|
|
10
|
United Capital Financial Advisors
Irving,
Texas
|
$301M
|
-$165M
|
-7,342,245
|
-35%
|
|
|
11
|
|
$252M
|
-$36.5M
|
-1,619,688
|
-12%
|
|
|
12
|
Temasek Holdings
Singapore
|
$251M
|
–
|
–
|
–
|
|
|
13
|
Charles Schwab
San Francisco,
California
|
$192M
|
+$27.1M
|
+1,203,357
|
+16%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$176M
|
-$279M
|
-12,383,573
|
-61%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$138M
|
-$29.3M
|
-1,302,853
|
-17%
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$130M
|
-$37.1M
|
-1,648,868
|
-22%
|
|
|
17
|
Fund Evaluation Group
Cincinnati,
Ohio
|
$129M
|
+$15.8M
|
+703,623
|
+14%
|
|
|
18
|
Nationwide Fund Advisors
Columbus,
Ohio
|
$127M
|
-$681K
|
-30,232
|
-0.5%
|
|
|
19
|
US Bancorp
Minneapolis,
Minnesota
|
$112M
|
+$16.8M
|
+745,845
|
+17%
|
|
|
20
|
TownSquare Capital
Provo,
Utah
|
$109M
|
+$6.4M
|
+284,169
|
+6%
|
|
|
21
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$109M
|
+$47.6M
|
+2,116,103
|
+75%
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$106M
|
-$94.1M
|
-4,182,101
|
-47%
|
|
|
23
|
EP Wealth Advisors
Torrance,
California
|
$104M
|
+$106M
|
+4,688,092
|
+25,862%
|
|
|
24
|
Morningstar Investment Management
Chicago,
Illinois
|
$104M
|
+$14.9M
|
+660,300
|
+16%
|
|
|
25
|
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
|
$98.6M
|
+$100M
|
+4,455,884
|
+24,618%
|
|
