|
1
|
Bank of America
Charlotte,
North Carolina
|
$8.26B
|
+$90.6M
|
+3,985,195
|
+1%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$2.23B
|
+$2.1B
|
+92,549,448
|
+1,765%
|
|
|
3
|
Fidelity Investments
Boston,
Massachusetts
|
$1.44B
|
+$148M
|
+6,502,027
|
+11%
|
|
|
4
|
Truist Financial
Charlotte,
North Carolina
|
$1.32B
|
+$52.9M
|
+2,327,763
|
+4%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.14B
|
+$96.5M
|
+4,246,291
|
+9%
|
|
|
6
|
Allworth Financial
Folsom,
California
|
$613M
|
+$39.8M
|
+1,749,973
|
+7%
|
|
|
7
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$579M
|
+$79M
|
+3,475,152
|
+16%
|
|
|
8
|
|
$473M
|
-$455M
|
-20,017,316
|
-49%
|
|
|
9
|
AssetMark Inc
Concord,
California
|
$386M
|
+$6.19M
|
+272,142
|
+2%
|
|
|
10
|
Charles Schwab
San Francisco,
California
|
$307M
|
-$19.5M
|
-858,359
|
-6%
|
|
|
11
|
|
$279M
|
-$10.3M
|
-454,953
|
-4%
|
|
|
12
|
Fund Evaluation Group
Cincinnati,
Ohio
|
$245M
|
+$18.2M
|
+799,686
|
+8%
|
|
|
13
|
Peavine Capital
Reno,
Nevada
|
$224M
|
+$6.68M
|
+293,858
|
+3%
|
|
|
14
|
Mutual Advisors
Omaha,
Nebraska
|
$187M
|
+$19.3M
|
+847,428
|
+11%
|
|
|
15
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$187M
|
-$1.95M
|
-85,675
|
-1%
|
|
|
16
|
United Capital Financial Advisors
Irving,
Texas
|
$177M
|
-$2.87M
|
-126,229
|
-2%
|
|
|
17
|
Morningstar Investment Management
Chicago,
Illinois
|
$171M
|
+$27.6M
|
+1,213,333
|
+19%
|
|
|
18
|
|
$167M
|
-$36.4M
|
-1,599,897
|
-18%
|
|
|
19
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$142M
|
-$133M
|
-5,872,353
|
Closed
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$130M
|
-$3.32M
|
-145,834
|
-2%
|
|
|
21
|
TownSquare Capital
Provo,
Utah
|
$129M
|
+$16M
|
+704,438
|
+14%
|
|
|
22
|
Jordan Park Group
San Francisco,
California
|
$128M
|
+$14.7M
|
+647,339
|
+13%
|
|
|
23
|
Ameriprise
Minneapolis,
Minnesota
|
$128M
|
+$2.99M
|
+131,396
|
+2%
|
|
|
24
|
Nationwide Fund Advisors
Columbus,
Ohio
|
$125M
|
+$1.31M
|
+57,695
|
+1%
|
|
|
25
|
Allspring Global Investments
Charlotte,
North Carolina
|
$113M
|
+$6.1M
|
+268,193
|
+6%
|
|
