|
1
|
Bank of America
Charlotte,
North Carolina
|
$10.9B
|
+$1.85B
|
+80,062,969
|
+20%
|
|
|
2
|
|
$4.89B
|
+$430M
|
+18,666,004
|
+10%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.53B
|
+$1.88B
|
+81,583,262
|
+113%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$3.23B
|
+$503M
|
+21,803,239
|
+18%
|
|
|
5
|
Truist Financial
Charlotte,
North Carolina
|
$1.72B
|
+$98.8M
|
+4,284,387
|
+6%
|
|
|
6
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$1.25B
|
+$40.5M
|
+1,756,317
|
+3%
|
|
|
7
|
US Bancorp
Minneapolis,
Minnesota
|
$1.2B
|
+$1.04B
|
+45,186,105
|
+2,749%
|
|
|
8
|
|
$941M
|
+$196M
|
+8,504,707
|
+26%
|
|
|
9
|
AssetMark Inc
Concord,
California
|
$600M
|
+$27.3M
|
+1,186,252
|
+5%
|
|
|
10
|
TIAA Wealth Investment Management
New York
|
$586M
|
+$590M
|
+25,607,976
|
New
|
|
|
11
|
Charles Schwab
San Francisco,
California
|
$585M
|
+$42.5M
|
+1,843,964
|
+8%
|
|
|
12
|
Allworth Financial
Folsom,
California
|
$535M
|
+$7.8M
|
+338,448
|
+1%
|
|
|
13
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$521M
|
-$153M
|
-6,652,722
|
-22%
|
|
|
14
|
|
$509M
|
+$221M
|
+9,579,013
|
+76%
|
|
|
15
|
Fund Evaluation Group
Cincinnati,
Ohio
|
$412M
|
+$25.2M
|
+1,093,272
|
+6%
|
|
|
16
|
TIAA-CREF Individual & Institutional Services
New York
|
$315M
|
+$317M
|
+13,731,742
|
New
|
|
|
17
|
Jordan Park Group
San Francisco,
California
|
$287M
|
-$145M
|
-6,290,970
|
-33%
|
|
|
18
|
Morningstar Investment Management
Chicago,
Illinois
|
$240M
|
-$5.02M
|
-217,710
|
-2%
|
|
|
19
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$232M
|
+$138M
|
+5,995,250
|
+145%
|
|
|
20
|
United Capital Financial Advisors
Irving,
Texas
|
$227M
|
+$53.8M
|
+2,332,746
|
+31%
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$216M
|
+$95.2M
|
+4,130,625
|
+78%
|
|
|
22
|
Northern Trust
Chicago,
Illinois
|
$191M
|
+$83.5M
|
+3,620,950
|
+77%
|
|
|
23
|
TD Private Client Wealth
New York
|
$187M
|
+$16.1M
|
+696,322
|
+9%
|
|
|
24
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$182M
|
+$151M
|
+6,536,609
|
+457%
|
|
|
25
|
Ameriprise
Minneapolis,
Minnesota
|
$180M
|
+$68.1M
|
+2,952,492
|
+60%
|
|
