|
1
|
Fisher Asset Management
Camas,
Washington
|
$665M
|
+$12.5M
|
+398,608
|
+2%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$351M
|
+$3.72M
|
+118,984
|
+1%
|
|
|
3
|
State Street
Boston,
Massachusetts
|
$347M
|
-$14.8M
|
-471,728
|
-4%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$261M
|
+$15.4M
|
+492,950
|
+6%
|
|
|
5
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$209M
|
–
|
–
|
–
|
|
|
6
|
Valmark Advisers
Akron,
Ohio
|
$208M
|
+$2.48M
|
+79,441
|
+1%
|
|
|
7
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$208M
|
+$13.2M
|
+423,168
|
+7%
|
|
|
8
|
TIAA FSB
Jacksonville,
Florida
|
$189M
|
-$1.27M
|
-40,727
|
-0.7%
|
|
|
9
|
Members Trust
Tampa,
Florida
|
$156M
|
+$7.64M
|
+244,337
|
+5%
|
|
|
10
|
Brown Brothers Harriman & Co
New York
|
$154M
|
+$46.8M
|
+1,498,059
|
+44%
|
|
|
11
|
Truist Financial
Charlotte,
North Carolina
|
$144M
|
+$10M
|
+320,994
|
+7%
|
|
|
12
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$126M
|
+$35.4M
|
+1,130,460
|
+39%
|
|
|
13
|
WestEnd Advisors
Charlotte,
North Carolina
|
$118M
|
–
|
–
|
–
|
|
|
14
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$116M
|
+$6.61M
|
+211,364
|
+6%
|
|
|
15
|
|
$116M
|
+$8.68M
|
+277,693
|
+8%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$113M
|
-$2.47M
|
-78,970
|
-2%
|
|
|
17
|
Raymond James & Associates
St Petersburg,
Florida
|
$94.8M
|
+$18.1M
|
+579,147
|
+24%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$83.6M
|
+$22.7M
|
+725,654
|
+37%
|
|
|
19
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$80.1M
|
-$7.52M
|
-240,322
|
-9%
|
|
|
20
|
|
$74.3M
|
+$7.03M
|
+224,916
|
+10%
|
|
|
21
|
Baystate Wealth Management
Boston,
Massachusetts
|
$66.1M
|
+$1.24M
|
+39,538
|
+2%
|
|
|
22
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$55.7M
|
+$10.4M
|
+331,928
|
+23%
|
|
|
23
|
Sunflower Bank
Dallas,
Texas
|
$54.5M
|
+$6.57M
|
+209,973
|
+14%
|
|
|
24
|
Huntington National Bank
Columbus,
Ohio
|
$53.3M
|
–
|
–
|
–
|
|
|
25
|
Relative Value Partners Group
|
$45.5M
|
-$1.64M
|
-52,489
|
-3%
|
|
