|
1
|
Jones Financial Companies
Des Peres,
Missouri
|
$1.79B
|
-$93M
|
-1,528,516
|
-5%
|
|
|
2
|
|
$1.3B
|
-$76.1M
|
-1,251,342
|
-6%
|
|
|
3
|
Northern Trust
Chicago,
Illinois
|
$1.28B
|
+$62.5M
|
+1,027,444
|
+5%
|
|
|
4
|
Sanders Capital
West Palm Beach,
Florida
|
$1.08B
|
-$34.2M
|
-562,540
|
-3%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$681M
|
+$48.4M
|
+794,999
|
+8%
|
|
|
6
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$547M
|
+$12.7M
|
+209,146
|
+2%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$427M
|
+$212M
|
+3,487,285
|
+98%
|
|
|
8
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$373M
|
+$33.2M
|
+546,353
|
+10%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$367M
|
+$18.1M
|
+297,774
|
+5%
|
|
|
10
|
CIBC Asset Management
Toronto,
Ontario, Canada
|
$301M
|
–
|
–
|
–
|
|
|
11
|
CBIZ Investment Advisory Services
Independence,
Ohio
|
$261M
|
–
|
–
|
–
|
|
|
12
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$258M
|
+$3.27M
|
+53,813
|
+1%
|
|
|
13
|
Raymond James & Associates
St Petersburg,
Florida
|
$240M
|
+$32.8M
|
+538,825
|
+16%
|
|
|
14
|
|
$233M
|
+$28.7M
|
+471,112
|
+14%
|
|
|
15
|
Truist Financial
Charlotte,
North Carolina
|
$217M
|
+$29.4M
|
+484,174
|
+16%
|
|
|
16
|
WestEnd Advisors
Charlotte,
North Carolina
|
$216M
|
+$49.8M
|
+819,096
|
+30%
|
|
|
17
|
Diversified Trust
Memphis,
Tennessee
|
$205M
|
+$7.67M
|
+126,135
|
+4%
|
|
|
18
|
Bank of New York Mellon
New York
|
$198M
|
-$3.85M
|
-63,343
|
-2%
|
|
|
19
|
Summit Financial
Parsippany,
New Jersey
|
$166M
|
-$962K
|
-15,818
|
-0.6%
|
|
|
20
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$161M
|
+$51.5M
|
+845,913
|
+47%
|
|
|
21
|
Victory Capital Management
San Antonio,
Texas
|
$155M
|
+$95.3M
|
+1,567,121
|
+159%
|
|
|
22
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$143M
|
-$152K
|
-2,502
|
-0.1%
|
|
|
23
|
Howland Capital Management
Boston,
Massachusetts
|
$138M
|
+$14.1M
|
+232,465
|
+11%
|
|
|
24
|
Laird Norton Wetherby Trust Company
Seattle,
Washington
|
$113M
|
+$3.33M
|
+54,665
|
+3%
|
|
|
25
|
Wells Fargo
San Francisco,
California
|
$109M
|
-$13.6M
|
-223,331
|
-11%
|
|
