|
1
|
Bank of America
Charlotte,
North Carolina
|
$9.09B
|
+$754M
|
+32,568,450
|
+9%
|
|
|
2
|
|
$4.49B
|
+$3.55B
|
+153,219,429
|
+366%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$2.74B
|
+$183M
|
+7,886,409
|
+7%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.66B
|
-$101M
|
-4,348,966
|
-6%
|
|
|
5
|
Truist Financial
Charlotte,
North Carolina
|
$1.63B
|
+$53.3M
|
+2,302,272
|
+3%
|
|
|
6
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$1.22B
|
+$108M
|
+4,679,313
|
+10%
|
|
|
7
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$821M
|
+$65.5M
|
+2,830,697
|
+9%
|
|
|
8
|
|
$749M
|
-$16.9M
|
-730,728
|
-2%
|
|
|
9
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$682M
|
+$54.9M
|
+2,371,085
|
+9%
|
|
|
10
|
AssetMark Inc
Concord,
California
|
$575M
|
+$17.1M
|
+739,492
|
+3%
|
|
|
11
|
Charles Schwab
San Francisco,
California
|
$545M
|
+$94.9M
|
+4,099,910
|
+21%
|
|
|
12
|
Allworth Financial
Folsom,
California
|
$530M
|
+$13.7M
|
+593,928
|
+3%
|
|
|
13
|
Jordan Park Group
San Francisco,
California
|
$433M
|
-$25.6M
|
-1,106,770
|
-6%
|
|
|
14
|
Fund Evaluation Group
Cincinnati,
Ohio
|
$389M
|
+$41.6M
|
+1,797,810
|
+12%
|
|
|
15
|
|
$291M
|
+$27.4M
|
+1,182,191
|
+10%
|
|
|
16
|
Morningstar Investment Management
Chicago,
Illinois
|
$246M
|
–
|
–
|
–
|
|
|
17
|
United Capital Financial Advisors
Irving,
Texas
|
$175M
|
-$6.71M
|
-289,705
|
-4%
|
|
|
18
|
TD Private Client Wealth
New York
|
$172M
|
+$17.8M
|
+769,710
|
+11%
|
|
|
19
|
Fidelity Investments
Boston,
Massachusetts
|
$170M
|
-$14.4M
|
-620,233
|
-8%
|
|
|
20
|
EP Wealth Advisors
Torrance,
California
|
$151M
|
+$152M
|
+6,570,523
|
New
|
|
|
21
|
Norinchukin Bank
Tokyo,
Japan
|
$144M
|
+$7.06M
|
+304,882
|
+5%
|
|
|
22
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$129M
|
–
|
–
|
–
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$122M
|
-$5.08M
|
-219,570
|
-4%
|
|
|
24
|
Mill Creek Capital Advisors
Conshohocken,
Pennsylvania
|
$114M
|
+$8.35M
|
+360,501
|
+8%
|
|
|
25
|
Ameriprise
Minneapolis,
Minnesota
|
$114M
|
-$5.56M
|
-240,177
|
-5%
|
|
