|
1
|
Bank of America
Charlotte,
North Carolina
|
$8.83B
|
+$186M
|
+8,043,955
|
+2%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$2.53B
|
+$81.6M
|
+3,525,851
|
+3%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.59B
|
+$246M
|
+10,604,095
|
+18%
|
|
|
4
|
Truist Financial
Charlotte,
North Carolina
|
$1.53B
|
+$256M
|
+11,067,860
|
+20%
|
|
|
5
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$859M
|
+$61.2M
|
+2,642,472
|
+8%
|
|
|
6
|
Allworth Financial
Folsom,
California
|
$675M
|
+$17M
|
+735,803
|
+3%
|
|
|
7
|
Fidelity Investments
Boston,
Massachusetts
|
$618M
|
-$635M
|
-27,425,209
|
-51%
|
|
|
8
|
|
$464M
|
-$1.67M
|
-71,961
|
-0.4%
|
|
|
9
|
AssetMark Inc
Concord,
California
|
$432M
|
+$14.8M
|
+639,816
|
+4%
|
|
|
10
|
|
$311M
|
+$16.5M
|
+713,636
|
+6%
|
|
|
11
|
Charles Schwab
San Francisco,
California
|
$301M
|
+$464K
|
+20,060
|
+0.2%
|
|
|
12
|
Fund Evaluation Group
Cincinnati,
Ohio
|
$284M
|
+$22.8M
|
+985,304
|
+9%
|
|
|
13
|
|
$261M
|
+$65.7M
|
+2,837,004
|
+34%
|
|
|
14
|
Peavine Capital
Reno,
Nevada
|
$224M
|
-$1.97M
|
-84,906
|
-0.9%
|
|
|
15
|
Mutual Advisors
Omaha,
Nebraska
|
$220M
|
+$23.3M
|
+1,007,459
|
+12%
|
|
|
16
|
Morningstar Investment Management
Chicago,
Illinois
|
$202M
|
+$1.37M
|
+59,313
|
+0.7%
|
|
|
17
|
United Capital Financial Advisors
Irving,
Texas
|
$190M
|
+$7.45M
|
+321,603
|
+4%
|
|
|
18
|
Jordan Park Group
San Francisco,
California
|
$184M
|
+$35.5M
|
+1,532,698
|
+24%
|
|
|
19
|
AllianceBernstein
Nashville,
Tennessee
|
$176M
|
+$94M
|
+4,058,301
|
+117%
|
|
|
20
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$171M
|
-$13.1M
|
-565,080
|
-7%
|
|
|
21
|
TownSquare Capital
Provo,
Utah
|
$144M
|
+$5.34M
|
+230,545
|
+4%
|
|
|
22
|
Ameriprise
Minneapolis,
Minnesota
|
$143M
|
+$6.21M
|
+268,293
|
+5%
|
|
|
23
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$139M
|
–
|
–
|
–
|
|
|
24
|
TD Private Client Wealth
New York
|
$128M
|
+$14.1M
|
+609,796
|
+13%
|
|
|
25
|
Nationwide Fund Advisors
Columbus,
Ohio
|
$128M
|
+$79.8K
|
+3,445
|
+0.1%
|
|
