|
1
|
WestEnd Advisors
Charlotte,
North Carolina
|
$286B
|
-$226M
|
-3,566,248
|
Closed
|
|
|
2
|
Jones Financial Companies
Des Peres,
Missouri
|
$1.95B
|
+$71.1M
|
+1,124,326
|
+4%
|
|
|
3
|
|
$1.37B
|
+$16.6M
|
+262,636
|
+1%
|
|
|
4
|
Northern Trust
Chicago,
Illinois
|
$1.37B
|
+$33.9M
|
+536,533
|
+3%
|
|
|
5
|
Sanders Capital
West Palm Beach,
Florida
|
$1.11B
|
-$26.7M
|
-421,525
|
-2%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$762M
|
+$50.4M
|
+797,150
|
+7%
|
|
|
7
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$573M
|
+$1.79M
|
+28,260
|
+0.3%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$557M
|
+$111M
|
+1,753,414
|
+25%
|
|
|
9
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$418M
|
+$27.9M
|
+441,057
|
+7%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$385M
|
+$2.04M
|
+32,221
|
+0.5%
|
|
|
11
|
CIBC Asset Management
Toronto,
Ontario, Canada
|
$314M
|
–
|
–
|
–
|
|
|
12
|
|
$306M
|
+$63.3M
|
+1,001,170
|
+26%
|
|
|
13
|
Raymond James & Associates
St Petersburg,
Florida
|
$295M
|
+$43.6M
|
+689,101
|
+17%
|
|
|
14
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$273M
|
+$3.31M
|
+52,351
|
+1%
|
|
|
15
|
CBIZ Investment Advisory Services
Independence,
Ohio
|
$270M
|
–
|
–
|
–
|
|
|
16
|
Truist Financial
Charlotte,
North Carolina
|
$245M
|
+$18.5M
|
+292,886
|
+8%
|
|
|
17
|
Victory Capital Management
San Antonio,
Texas
|
$226M
|
+$64.4M
|
+1,017,324
|
+40%
|
|
|
18
|
Diversified Trust
Memphis,
Tennessee
|
$225M
|
+$10.3M
|
+162,272
|
+5%
|
|
|
19
|
Bank of New York Mellon
New York
|
$215M
|
+$8.48M
|
+134,075
|
+4%
|
|
|
20
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$203M
|
+$35.1M
|
+555,068
|
+21%
|
|
|
21
|
Summit Financial
Parsippany,
New Jersey
|
$170M
|
-$3.17M
|
-50,149
|
-2%
|
|
|
22
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$155M
|
+$4.89M
|
+77,339
|
+3%
|
|
|
23
|
Howland Capital Management
Boston,
Massachusetts
|
$151M
|
+$6.81M
|
+107,705
|
+5%
|
|
|
24
|
Zions Bancorporation
Salt Lake City,
Utah
|
$123M
|
+$11.9M
|
+187,993
|
+11%
|
|
|
25
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$123M
|
+$24M
|
+379,087
|
+24%
|
|
