|
1
|
SCS Capital Management
Boston,
Massachusetts
|
$681M
|
-$74M
|
-352,208
|
-10%
|
|
|
2
|
Northern Trust
Chicago,
Illinois
|
$243M
|
-$2.8M
|
-13,333
|
-1%
|
|
|
3
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$238M
|
-$2.95M
|
-14,024
|
-1%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$225M
|
+$28.7M
|
+136,838
|
+16%
|
|
|
5
|
|
$204M
|
-$22.4M
|
-106,420
|
-10%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$181M
|
+$7.15M
|
+34,020
|
+4%
|
|
|
7
|
Bank of New York Mellon
New York
|
$167M
|
+$102M
|
+484,702
|
+185%
|
|
|
8
|
Pitcairn
Conshohocken,
Pennsylvania
|
$165M
|
-$5.18M
|
-24,644
|
-3%
|
|
|
9
|
Jones Financial Companies
Des Peres,
Missouri
|
$153M
|
-$15.6M
|
-74,458
|
-10%
|
|
|
10
|
|
$139M
|
-$5.1M
|
-24,267
|
-4%
|
|
|
11
|
|
$131M
|
-$8.6M
|
-40,946
|
-7%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$123M
|
-$892K
|
-4,249
|
-0.8%
|
|
|
13
|
Truist Financial
Charlotte,
North Carolina
|
$122M
|
+$2.16M
|
+10,271
|
+2%
|
|
|
14
|
Evensky & Katz
Coral Gables,
Florida
|
$112M
|
-$2.14M
|
-10,184
|
-2%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$86.1M
|
+$25.8M
|
+122,723
|
+47%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$84.8M
|
+$1.13M
|
+5,374
|
+1%
|
|
|
17
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$80.3M
|
+$145K
|
+690
|
+0.2%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$61.4M
|
+$1.6M
|
+7,595
|
+3%
|
|
|
19
|
|
$58.6M
|
+$871K
|
+4,149
|
+2%
|
|
|
20
|
|
$57M
|
–
|
–
|
–
|
|
|
21
|
The Family Firm
Bethesda,
Maryland
|
$52.9M
|
+$870K
|
+4,140
|
+2%
|
|
|
22
|
TLWM Financial
San Antonio,
Texas
|
$48.5M
|
-$43.1K
|
-205
|
-0.1%
|
|
|
23
|
Aviva
London,
United Kingdom
|
$47.2M
|
-$1.42M
|
-6,753
|
-3%
|
|
|
24
|
Sentinel Trust
Houston,
Texas
|
$46.8M
|
+$1.81M
|
+8,625
|
+4%
|
|
|
25
|
William Blair & Company
Chicago,
Illinois
|
$45.4M
|
-$71.2K
|
-339
|
-0.2%
|
|
