|
1
|
Jones Financial Companies
Des Peres,
Missouri
|
$1.23B
|
+$94.3M
|
+1,917,713
|
+7%
|
|
|
2
|
Northern Trust
Chicago,
Illinois
|
$975M
|
-$22.3M
|
-453,840
|
-2%
|
|
|
3
|
|
$781M
|
+$417M
|
+8,482,477
|
+80%
|
|
|
4
|
Sanders Capital
West Palm Beach,
Florida
|
$495M
|
+$344M
|
+6,985,864
|
+137%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$450M
|
+$13.1M
|
+265,380
|
+2%
|
|
|
6
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$386M
|
-$45M
|
-914,787
|
-9%
|
|
|
7
|
ETrade Capital Management
Arlington,
Virginia
|
$288M
|
+$24.2M
|
+491,788
|
+8%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$219M
|
-$18.4M
|
-374,253
|
-7%
|
|
|
9
|
CIBC Asset Management
Toronto,
Ontario, Canada
|
$203M
|
+$48.7M
|
+989,731
|
+25%
|
|
|
10
|
CBIZ Investment Advisory Services
Independence,
Ohio
|
$185M
|
–
|
–
|
–
|
|
|
11
|
Victory Capital Management
San Antonio,
Texas
|
$181M
|
+$211M
|
+4,285,764
|
+3,497%
|
|
|
12
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$174M
|
-$5.77M
|
-117,238
|
-3%
|
|
|
13
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$161M
|
+$13.7M
|
+277,855
|
+8%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$145M
|
-$77.2M
|
-1,570,669
|
-31%
|
|
|
15
|
Diversified Trust
Memphis,
Tennessee
|
$133M
|
-$6.66M
|
-135,470
|
-4%
|
|
|
16
|
|
$120M
|
-$183M
|
-3,717,641
|
-56%
|
|
|
17
|
Summit Financial
Parsippany,
New Jersey
|
$104M
|
+$3.55M
|
+72,249
|
+3%
|
|
|
18
|
Truist Financial
Charlotte,
North Carolina
|
$101M
|
+$7.29M
|
+148,130
|
+6%
|
|
|
19
|
Raymond James & Associates
St Petersburg,
Florida
|
$98.5M
|
-$2.66M
|
-54,173
|
-2%
|
|
|
20
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$93M
|
+$38.5M
|
+783,585
|
+53%
|
|
|
21
|
WestEnd Advisors
Charlotte,
North Carolina
|
$85.4M
|
-$833K
|
-16,928
|
-0.8%
|
|
|
22
|
Filament
Seattle,
Washington
|
$76.2M
|
+$8.77M
|
+178,396
|
+11%
|
|
|
23
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$68.7M
|
+$29.2M
|
+594,435
|
+55%
|
|
|
24
|
Wells Fargo
San Francisco,
California
|
$67.2M
|
-$31.6M
|
-642,592
|
-28%
|
|
|
25
|
Wealthcare Capital Management
Richmond,
Virginia
|
$66.1M
|
+$19.2M
|
+390,389
|
+32%
|
|
