|
1
|
Bank of America
Charlotte,
North Carolina
|
$8.32B
|
+$128M
|
+5,703,760
|
+2%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$2.35B
|
+$144M
|
+6,443,351
|
+7%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.3B
|
+$162M
|
+7,203,276
|
+14%
|
|
|
4
|
Truist Financial
Charlotte,
North Carolina
|
$1.23B
|
-$85.6M
|
-3,816,300
|
-7%
|
|
|
5
|
Fidelity Investments
Boston,
Massachusetts
|
$1.21B
|
-$209M
|
-9,326,173
|
-15%
|
|
|
6
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$767M
|
+$191M
|
+8,539,297
|
+34%
|
|
|
7
|
Allworth Financial
Folsom,
California
|
$638M
|
+$25.3M
|
+1,129,783
|
+4%
|
|
|
8
|
|
$448M
|
-$19.8M
|
-884,733
|
-4%
|
|
|
9
|
AssetMark Inc
Concord,
California
|
$401M
|
+$18.9M
|
+842,317
|
+5%
|
|
|
10
|
Charles Schwab
San Francisco,
California
|
$289M
|
-$15.5M
|
-689,654
|
-5%
|
|
|
11
|
|
$283M
|
+$6.55M
|
+292,296
|
+2%
|
|
|
12
|
Fund Evaluation Group
Cincinnati,
Ohio
|
$251M
|
+$8.26M
|
+368,383
|
+3%
|
|
|
13
|
Peavine Capital
Reno,
Nevada
|
$217M
|
-$5.18M
|
-230,934
|
-2%
|
|
|
14
|
Morningstar Investment Management
Chicago,
Illinois
|
$197M
|
+$27.4M
|
+1,221,559
|
+16%
|
|
|
15
|
Mutual Advisors
Omaha,
Nebraska
|
$196M
|
+$7.85M
|
+349,922
|
+4%
|
|
|
16
|
|
$187M
|
+$21.4M
|
+956,547
|
+13%
|
|
|
17
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$177M
|
-$8.08M
|
-360,539
|
-4%
|
|
|
18
|
United Capital Financial Advisors
Irving,
Texas
|
$176M
|
+$508K
|
+22,639
|
+0.3%
|
|
|
19
|
Jordan Park Group
San Francisco,
California
|
$142M
|
+$15.1M
|
+674,077
|
+12%
|
|
|
20
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$141M
|
–
|
–
|
–
|
|
|
21
|
TownSquare Capital
Provo,
Utah
|
$134M
|
+$6M
|
+267,709
|
+5%
|
|
|
22
|
Ameriprise
Minneapolis,
Minnesota
|
$132M
|
+$4.91M
|
+219,054
|
+4%
|
|
|
23
|
Nationwide Fund Advisors
Columbus,
Ohio
|
$123M
|
-$713K
|
-31,810
|
-0.6%
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
$116M
|
-$12M
|
-536,478
|
-9%
|
|
|
25
|
EP Wealth Advisors
Torrance,
California
|
$113M
|
+$5.64M
|
+251,646
|
+5%
|
|
