|
1
|
Bank of America
Charlotte,
North Carolina
|
$7.39B
|
+$199M
|
+8,760,376
|
+3%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$2.43B
|
+$62.1M
|
+2,728,177
|
+3%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.71B
|
+$10.7M
|
+470,264
|
+0.6%
|
|
|
4
|
Truist Financial
Charlotte,
North Carolina
|
$1.59B
|
-$10.3M
|
-452,337
|
-0.7%
|
|
|
5
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$946M
|
+$2.76M
|
+121,143
|
+0.3%
|
|
|
6
|
|
$926M
|
+$63.6M
|
+2,794,537
|
+7%
|
|
|
7
|
|
$726M
|
+$273M
|
+11,993,847
|
+61%
|
|
|
8
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$705M
|
+$696M
|
+30,576,208
|
+17,484%
|
|
|
9
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$571M
|
+$32.2M
|
+1,415,215
|
+6%
|
|
|
10
|
AssetMark Inc
Concord,
California
|
$517M
|
+$9.44M
|
+414,649
|
+2%
|
|
|
11
|
Allworth Financial
Folsom,
California
|
$501M
|
+$6.13M
|
+269,231
|
+1%
|
|
|
12
|
Jordan Park Group
San Francisco,
California
|
$482M
|
+$58.3M
|
+2,559,272
|
+14%
|
|
|
13
|
Charles Schwab
San Francisco,
California
|
$457M
|
-$11.9M
|
-524,283
|
-3%
|
|
|
14
|
Fund Evaluation Group
Cincinnati,
Ohio
|
$309M
|
+$26.8M
|
+1,177,418
|
+10%
|
|
|
15
|
|
$277M
|
+$21.1M
|
+925,467
|
+8%
|
|
|
16
|
Morningstar Investment Management
Chicago,
Illinois
|
$255M
|
-$30.3M
|
-1,329,030
|
-11%
|
|
|
17
|
Fidelity Investments
Boston,
Massachusetts
|
$210M
|
-$93.5M
|
-4,106,861
|
-31%
|
|
|
18
|
United Capital Financial Advisors
Irving,
Texas
|
$180M
|
-$6.68M
|
-293,462
|
-4%
|
|
|
19
|
TD Private Client Wealth
New York
|
$147M
|
+$6.5M
|
+285,524
|
+5%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$137M
|
+$5.33M
|
+233,986
|
+4%
|
|
|
21
|
EP Wealth Advisors
Torrance,
California
|
$133M
|
+$891K
|
+39,109
|
+0.7%
|
|
|
22
|
Norinchukin Bank
Tokyo,
Japan
|
$132M
|
+$12.8M
|
+562,973
|
+11%
|
|
|
23
|
Ameriprise
Minneapolis,
Minnesota
|
$132M
|
+$13.1M
|
+577,005
|
+11%
|
|
|
24
|
Cobblestone Capital Advisors
Rochester,
New York
|
$116M
|
+$739K
|
+32,447
|
+0.6%
|
|
|
25
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$101M
|
–
|
–
|
–
|
|
