The Wealth Manager database

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1. 025
   Managed Account Advisors LLCJersey City, NJ · 1,446,258 clientsBank-affiliatedAffiliated broker-dealerBank of America Singapore Limited, Bank of America Yatirim Bank A.S.
   Merrill / Bank of America 100%
   +00% 1 yr$995B
2. 035
   Parametric Portfolio AssociatesSeattle, WA · 240,290 clientsPublic-company ownedHybridEaton Vance Distributors, Inc., Morgan Stanley & Co. LLC
   Morgan Stanley 54%BNY 46%
   +00% 1 yr$685B
3. 040
   Envestnet PMCBerwyn, PA · 2,241,364 clientsWrap sponsorHybridEnvestnet Securities, Inc., Fidx Markets LLC
   Fidelity 73%Pershing 27%
   +00% 1 yr$615B
4. 053
   J.P. Morgan Private Investments Inc.New York, NY · 1,278,255 clientsBank-affiliatedHybridJ.P. Morgan Securities LLC, Jpmorgan Distribution Services, Inc.
   J.P. Morgan 100%
   +00% 1 yr$470B
5. 065
   Raymond James Financial Services Advisors, IncSaint Petersburg, FL · 508,439 clientsBank-affiliatedHybridCarillon Fund Distributors, Inc., Cebile Capital LLP
   Raymond James 100%
   +00% 1 yr$390B
6. 067
   Fisher InvestmentsPlano, TX · 199,922 clients
   Schwab 53%Fidelity 47%
   +00% 1 yr$387B
7. 074
   Vanguard Advisers, Inc.Malvern, PA · 791,528 clientsBank-affiliatedHybridVanguard Marketing Corporation
   Vanguard 100%
   +00% 1 yr$345B
8. 079
   Edelman Financial EnginesSanta Clara, CA · 1,244,406 clients
   Fidelity Distributors Company 31%Schwab 26%
   +00% 1 yr$326B
9. 087
   Creative PlanningOverland Park, KS · 100,298 clientsPublic-company owned
   Schwab 53%Ascensus Broker Dealer Services 25%Fidelity 22%
   +00% 1 yr$296B
10. 100
    Cetera Investment Advisers LLCSchaumburg, IL · 813,961 clientsWrap sponsorHybridCetera Advisors LLC, Cetera Financial Specialists LLC, clears through Pershing
    Pershing 61%Fidelity 23%
    +00% 1 yr$257B
11. 133
    Hightower Advisors, LLCChicago, IL · 64,035 clientsHybridHightower Securities, LLC, clears through National Financial Services (Fidelity), Pershing, J.P. Morgan
    Fidelity 46%Schwab 36%
    +00% 1 yr$199B
12. 135
    Empower Advisory Group, LLCGreenwood Village, CO · 297,074 clientsHybridEmpower Financial Services, Inc.
    Empower 67%Pershing 24%
    +00% 1 yr$195B
13. 148
    Focus Partners Wealth, LLCSt. Louis, MO · 62,466 clientsAffiliated broker-dealerUptiq Treasury & Credit Solutions, LLC
    Schwab 62%Fidelity 38%
    +00% 1 yr$182B
14. 163
    CorientMiami, FL · 26,586 clientsAffiliated broker-dealerCanada Capital Management LTD, Canada Financial Management LTD
    Schwab 68%Fidelity 32%
    +00% 1 yr$165B
15. 168
    Cerity Partners LLCNew York, NY · 26,230 clientsHybridCP Client Solutions LLC
    Schwab 70%Fidelity Distributors Company 30%
    +00% 1 yr$162B
16. 180
    Aperio Group, LLCSausalito, CA · 33,901 clientsBank-affiliatedHybrid
    Schwab 63%Fidelity 37%
    +00% 1 yr$152B
17. 200
    Franklin Templeton Private Portfolio Group, LLCNew York, NY · 179,738 clientsPublic-company ownedHybridFranklin Distributors, LLC, Franklin Templeton Investments Corp.
    Morgan Stanley 59%
    +00% 1 yr$140B
18. 203
    Cambridge Investment Research Advisors, Inc.Fairfield, IA · 361,213 clientsWrap sponsorHybridCambridge Investment Research, Inc.
    Pershing 53%Fidelity 47%
    +00% 1 yr$139B
19. 207
    RathbonesLiverpool, United Kingdom · 150,885 clients
    Rathbone Nominees Limited 37%Allfunds Bank SAU London Branch 35%BNY 28%
    +00% 1 yr$135B
20. 217
    MarinerOverland Park, KS · 55,512 clientsHybridMsec, LLC, W G Securities, LLC, clears through National Financial Services (Fidelity)
    Schwab 57%Fidelity 43%
    +00% 1 yr$125B
21. 222
    Wealth Enhancement Advisory Services, LLCPlymouth, MN · 85,001 clientsHybridWealth Enhancement Brokerage Services, LLC, clears through National Financial Services (Fidelity)
    Schwab 71%Fidelity 29%
    +00% 1 yr$122B
22. 240
    PathstoneEnglewood, NJ · 2,244 clients
    Schwab 57%Fidelity 25%
    +00% 1 yr$110B
23. 244
    Natixis Advisors, LLCBoston, MA · 115,562 clientsBank-affiliatedHybridLoomis Sayles Distributors, L.P., Natixis Distribution, LLC
    Edward Jones 100%
    +00% 1 yr$109B
24. 283
    Assetmark, Inc.Concord, CA · 456,452 clientsWrap sponsorHybridAssetmark Brokerage, LLC
    Assetmark Trust 100%
    +00% 1 yr$92B
25. 299
    Mercer Global Advisors Inc.Denver, CO · 36,172 clientsHybridHeim, Young & Associates, Inc.
    Schwab 73%Fidelity 27%
    +00% 1 yr$84B
26. 316
    Kestra Advisory Services, LLCAustin, TX · 117,403 clientsHybridKestra Investment Services, LLC
    Fidelity 100%
    +00% 1 yr$80B
27. 320
    Cresset Asset Management, LLCChicago, IL · 4,911 clientsBank-affiliated
    Fidelity 53%Pershing 39%
    +00% 1 yr$79B
28. 326
    Truist Advisory Services, Inc.Atlanta, GA · 129,307 clientsBank-affiliatedHybridTruist Investment Services, Inc., Truist Securities, Inc., clears through National Financial Services (Fidelity)
    Fidelity 88%
    +00% 1 yr$77B
29. 336
    RBC Rochdale, LLCNew York, NY · 17,054 clientsBank-affiliatedHybridCNR Securities LLC, RBC Capital Markets, LLC, clears through Pershing
    City National Bank 48%Pershing 27%Assetmark Brokerage 25%
    +00% 1 yr$73B
30. 349
    BettermentNew York, NY · 1,022,488 clientsWrap sponsorHybridMTG, LLC, clears through Apex Clearing
    Betterment 100%
    +00% 1 yr$70B
31. 358
    CIBC Private Wealth Advisors, Inc.Chicago, IL · 9,236 clientsBank-affiliatedHybridCIBC Investor Services Inc., CIBC World Markets Corp.
    Schwab 59%CIBC Mellon 22%
    +00% 1 yr$68B
32. 370
    Orion Portfolio Solutions, LLCOmaha, NE · 187,975 clientsWrap sponsorHybridBrinker Capital Securities, LLC, clears through National Financial Services (Fidelity)
    Fidelity 51%Schwab 49%
    +00% 1 yr$65B
33. 378
    Quantinno Capital Management LPNew York, NY · 8,264 clients
    Fidelity 54%Schwab 32%
    +00% 1 yr$61B
34. 391
    Private Advisor Group, LLCMorristown, NJ · 170,206 clientsHybridPAG Financial, LLC, clears through LPL Financial
    LPL Financial 88%
    +00% 1 yr$58B
35. 395
    IEQ Capital, LLCFoster City, CA · 2,309 clients
    Fidelity 100%
    +00% 1 yr$57B
36. 400
    Savant Wealth ManagementRockford, IL · 24,034 clients
    Schwab 83%
    +00% 1 yr$56B
37. 403
    Beacon Pointe Advisors, LLCNewport Beach, CA · 29,929 clientsHybrid
    Fidelity 100%
    +00% 1 yr$55B
38. 405
    Breckinridge Capital Advisors IncBoston, MA · 18,447 clients
    Fidelity 56%Schwab 44%
    +00% 1 yr$54B
39. 411
    Gw&k Investment Management, LLCBoston, MA · 48,710 clientsPublic-company ownedHybridAMG Distributors, Inc.
    Merrill / Bank of America 53%Schwab 47%
    +00% 1 yr$53B
40. 416
    MAI Capital Management, LLCCleveland, OH · 16,261 clientsHybrid
    Fidelity 52%Schwab 48%
    +00% 1 yr$52B