|
1
|
Jones Financial Companies
Des Peres,
Missouri
|
$1.49B
|
+$37.4M
|
+834,081
|
+3%
|
|
|
2
|
Northern Trust
Chicago,
Illinois
|
$960M
|
-$161M
|
-3,588,187
|
-15%
|
|
|
3
|
|
$794M
|
-$106M
|
-2,375,259
|
-12%
|
|
|
4
|
Sanders Capital
West Palm Beach,
Florida
|
$461M
|
-$107M
|
-2,385,560
|
-20%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$458M
|
-$61.2M
|
-1,367,316
|
-12%
|
|
|
6
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$422M
|
-$24.8M
|
-554,214
|
-6%
|
|
|
7
|
ETrade Capital Management
Arlington,
Virginia
|
$305M
|
-$27.4M
|
-610,854
|
-9%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$260M
|
+$5.09M
|
+113,721
|
+2%
|
|
|
9
|
CIBC Asset Management
Toronto,
Ontario, Canada
|
$236M
|
–
|
–
|
–
|
|
|
10
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$226M
|
+$22M
|
+490,600
|
+12%
|
|
|
11
|
CBIZ Investment Advisory Services
Independence,
Ohio
|
$216M
|
–
|
–
|
–
|
|
|
12
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$191M
|
+$3.87M
|
+86,344
|
+2%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$160M
|
-$7.54M
|
-168,399
|
-5%
|
|
|
14
|
Diversified Trust
Memphis,
Tennessee
|
$159M
|
+$4.08M
|
+91,016
|
+3%
|
|
|
15
|
Summit Financial
Parsippany,
New Jersey
|
$133M
|
+$11.2M
|
+251,020
|
+10%
|
|
|
16
|
|
$127M
|
-$11.4M
|
-254,862
|
-9%
|
|
|
17
|
Truist Financial
Charlotte,
North Carolina
|
$122M
|
+$4.22M
|
+94,184
|
+4%
|
|
|
18
|
Raymond James & Associates
St Petersburg,
Florida
|
$121M
|
+$6.27M
|
+139,894
|
+6%
|
|
|
19
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$113M
|
+$4.65M
|
+103,766
|
+5%
|
|
|
20
|
|
$109M
|
+$102M
|
+2,278,552
|
+42,992%
|
|
|
21
|
WestEnd Advisors
Charlotte,
North Carolina
|
$108M
|
+$8.51M
|
+189,899
|
+9%
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
$87.7M
|
+$9.15M
|
+204,183
|
+12%
|
|
|
23
|
Victory Capital Management
San Antonio,
Texas
|
$87.5M
|
-$115M
|
-2,569,780
|
-58%
|
|
|
24
|
Filament
Seattle,
Washington
|
$86.6M
|
-$1.67M
|
-37,372
|
-2%
|
|
|
25
|
Howland Capital Management
Boston,
Massachusetts
|
$84.1M
|
+$62M
|
+1,383,585
|
+360%
|
|
