|
1
|
Bank of America
Charlotte,
North Carolina
|
$7.19B
|
-$2.52B
|
-111,189,434
|
-26%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$2.37B
|
-$229M
|
-10,112,800
|
-9%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.7B
|
+$58.7M
|
+2,589,306
|
+4%
|
|
|
4
|
Truist Financial
Charlotte,
North Carolina
|
$1.6B
|
+$59.3M
|
+2,615,659
|
+4%
|
|
|
5
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$943M
|
+$27.6M
|
+1,219,217
|
+3%
|
|
|
6
|
|
$862M
|
-$268M
|
-11,845,477
|
-24%
|
|
|
7
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$543M
|
+$45.8M
|
+2,019,524
|
+9%
|
|
|
8
|
AssetMark Inc
Concord,
California
|
$507M
|
+$14.8M
|
+652,782
|
+3%
|
|
|
9
|
Allworth Financial
Folsom,
California
|
$492M
|
-$265M
|
-11,705,560
|
-35%
|
|
|
10
|
Charles Schwab
San Francisco,
California
|
$469M
|
+$7.41M
|
+326,991
|
+2%
|
|
|
11
|
|
$450M
|
-$31.9M
|
-1,408,795
|
-7%
|
|
|
12
|
Jordan Park Group
San Francisco,
California
|
$424M
|
+$213M
|
+9,389,586
|
+104%
|
|
|
13
|
Fidelity Investments
Boston,
Massachusetts
|
$304M
|
-$136M
|
-5,981,807
|
-31%
|
|
|
14
|
Morningstar Investment Management
Chicago,
Illinois
|
$285M
|
-$16M
|
-704,379
|
-5%
|
|
|
15
|
Fund Evaluation Group
Cincinnati,
Ohio
|
$282M
|
-$21.9M
|
-966,188
|
-7%
|
|
|
16
|
|
$256M
|
-$50.5M
|
-2,227,264
|
-17%
|
|
|
17
|
Peavine Capital
Reno,
Nevada
|
$229M
|
-$3.11M
|
-137,381
|
-1%
|
|
|
18
|
|
$189M
|
+$186M
|
+8,213,229
|
New
|
|
|
19
|
United Capital Financial Advisors
Irving,
Texas
|
$187M
|
+$5.95M
|
+262,702
|
+3%
|
|
|
20
|
TownSquare Capital
Provo,
Utah
|
$164M
|
+$5.66M
|
+249,596
|
+4%
|
|
|
21
|
TD Private Client Wealth
New York
|
$140M
|
+$9.38M
|
+413,898
|
+7%
|
|
|
22
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$138M
|
-$4.79M
|
-211,379
|
-3%
|
|
|
23
|
AllianceBernstein
Nashville,
Tennessee
|
$137M
|
+$135M
|
+5,952,603
|
New
|
|
|
24
|
EP Wealth Advisors
Torrance,
California
|
$132M
|
+$8.41M
|
+371,241
|
+7%
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$132M
|
-$855K
|
-37,728
|
-0.7%
|
|
