|
1
|
Bank of America
Charlotte,
North Carolina
|
$8.37B
|
+$932M
|
+40,633,910
|
+13%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$2.57B
|
+$126M
|
+5,481,229
|
+5%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.77B
|
+$47.5M
|
+2,071,769
|
+3%
|
|
|
4
|
Truist Financial
Charlotte,
North Carolina
|
$1.59B
|
-$9.53M
|
-415,818
|
-0.6%
|
|
|
5
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$1.12B
|
+$163M
|
+7,111,353
|
+17%
|
|
|
6
|
|
$968M
|
+$35.4M
|
+1,542,594
|
+4%
|
|
|
7
|
|
$769M
|
+$39.1M
|
+1,703,516
|
+5%
|
|
|
8
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$758M
|
+$46.7M
|
+2,035,736
|
+7%
|
|
|
9
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$629M
|
+$50.2M
|
+2,188,174
|
+9%
|
|
|
10
|
AssetMark Inc
Concord,
California
|
$561M
|
+$40.7M
|
+1,773,768
|
+8%
|
|
|
11
|
Allworth Financial
Folsom,
California
|
$519M
|
+$14.7M
|
+641,361
|
+3%
|
|
|
12
|
Jordan Park Group
San Francisco,
California
|
$460M
|
-$24.6M
|
-1,072,673
|
-5%
|
|
|
13
|
Charles Schwab
San Francisco,
California
|
$453M
|
-$7.22M
|
-314,657
|
-2%
|
|
|
14
|
Fund Evaluation Group
Cincinnati,
Ohio
|
$349M
|
+$37.8M
|
+1,650,332
|
+12%
|
|
|
15
|
|
$265M
|
-$13.5M
|
-587,696
|
-5%
|
|
|
16
|
Morningstar Investment Management
Chicago,
Illinois
|
$247M
|
-$8.93M
|
-389,563
|
-4%
|
|
|
17
|
Annandale Capital
Dallas,
Texas
|
$190M
|
+$259K
|
+11,279
|
+1%
|
|
|
18
|
Fidelity Investments
Boston,
Massachusetts
|
$185M
|
-$25.4M
|
-1,109,800
|
-12%
|
|
|
19
|
United Capital Financial Advisors
Irving,
Texas
|
$182M
|
+$1.32M
|
+57,726
|
+0.7%
|
|
|
20
|
TD Private Client Wealth
New York
|
$155M
|
+$7.2M
|
+313,799
|
+5%
|
|
|
21
|
Norinchukin Bank
Tokyo,
Japan
|
$138M
|
+$4.8M
|
+209,225
|
+4%
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$128M
|
-$10.1M
|
-442,520
|
-7%
|
|
|
23
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$121M
|
–
|
–
|
–
|
|
|
24
|
Ameriprise
Minneapolis,
Minnesota
|
$119M
|
-$12.7M
|
-553,830
|
-10%
|
|
|
25
|
Cobblestone Capital Advisors
Rochester,
New York
|
$114M
|
-$2.4M
|
-104,854
|
-2%
|
|
