|
1
|
SCS Capital Management
Boston,
Massachusetts
|
$720M
|
-$37.4M
|
-207,437
|
-5%
|
|
|
2
|
|
$273M
|
-$2.56M
|
-14,215
|
-1%
|
|
|
3
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$250M
|
-$1.91M
|
-10,585
|
-0.8%
|
|
|
4
|
Northern Trust
Chicago,
Illinois
|
$222M
|
+$6.53M
|
+36,239
|
+3%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$212M
|
+$13.9M
|
+76,978
|
+7%
|
|
|
6
|
Sentinel Trust
Houston,
Texas
|
$182M
|
+$3.06M
|
+16,973
|
+2%
|
|
|
7
|
Pitcairn
Conshohocken,
Pennsylvania
|
$155M
|
-$861K
|
-4,775
|
-0.6%
|
|
|
8
|
Jones Financial Companies
Des Peres,
Missouri
|
$155M
|
-$4.74M
|
-26,304
|
-3%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$121M
|
+$2.89M
|
+16,042
|
+3%
|
|
|
10
|
|
$115M
|
-$3.81M
|
-21,160
|
-3%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$113M
|
+$498K
|
+2,765
|
+0.5%
|
|
|
12
|
Truist Financial
Charlotte,
North Carolina
|
$108M
|
+$100M
|
+557,340
|
+3,480%
|
|
|
13
|
|
$108M
|
-$2.79M
|
-15,466
|
-3%
|
|
|
14
|
Evensky & Katz
Coral Gables,
Florida
|
$102M
|
-$4.68M
|
-25,951
|
-5%
|
|
|
15
|
R.M. Davis Inc
Portland,
Maine
|
$91.6M
|
–
|
–
|
–
|
|
|
16
|
US Bancorp
Minneapolis,
Minnesota
|
$77.7M
|
-$351K
|
-1,947
|
-0.5%
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$73.4M
|
+$15.9M
|
+88,426
|
+29%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$70.7M
|
-$691K
|
-3,833
|
-1%
|
|
|
19
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$67.4M
|
-$291K
|
-1,615
|
-0.4%
|
|
|
20
|
Amalgamated Bank
New York
|
$66.4M
|
-$23.6M
|
-130,932
|
-27%
|
|
|
21
|
Aviva
London,
United Kingdom
|
$59.3M
|
+$719K
|
+3,989
|
+1%
|
|
|
22
|
|
$50.7M
|
-$2.02M
|
-11,199
|
-4%
|
|
|
23
|
Bank of New York Mellon
New York
|
$46.6M
|
-$10.7M
|
-59,534
|
-19%
|
|
|
24
|
The Family Firm
Bethesda,
Maryland
|
$46.5M
|
+$44.5M
|
+246,832
|
New
|
|
|
25
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$45.4M
|
-$111K
|
-616
|
-0.3%
|
|
