|
1
|
Jones Financial Companies
Des Peres,
Missouri
|
$2.06B
|
+$120M
|
+1,939,452
|
+6%
|
|
|
2
|
|
$1.37B
|
+$11.1M
|
+180,155
|
+0.8%
|
|
|
3
|
Northern Trust
Chicago,
Illinois
|
$1.31B
|
-$15.3M
|
-247,442
|
-1%
|
|
|
4
|
Sanders Capital
West Palm Beach,
Florida
|
$1.27B
|
+$253M
|
+4,083,429
|
+25%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$834M
|
+$47M
|
+759,645
|
+6%
|
|
|
6
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$567M
|
-$1.76M
|
-28,461
|
-0.3%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$565M
|
+$7M
|
+113,120
|
+1%
|
|
|
8
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$464M
|
+$22.3M
|
+360,910
|
+5%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$403M
|
+$10.4M
|
+168,560
|
+3%
|
|
|
10
|
Raymond James & Associates
St Petersburg,
Florida
|
$355M
|
+$33.8M
|
+546,418
|
+10%
|
|
|
11
|
WestEnd Advisors
Charlotte,
North Carolina
|
$325M
|
+$329M
|
+5,310,803
|
New
|
|
|
12
|
CIBC Asset Management
Toronto,
Ontario, Canada
|
$304M
|
–
|
–
|
–
|
|
|
13
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$288M
|
+$14.9M
|
+240,945
|
+5%
|
|
|
14
|
CBIZ Investment Advisory Services
Independence,
Ohio
|
$285M
|
+$287M
|
+4,643,822
|
New
|
|
|
15
|
Truist Financial
Charlotte,
North Carolina
|
$250M
|
-$1.42M
|
-22,920
|
-0.6%
|
|
|
16
|
Bank of New York Mellon
New York
|
$249M
|
+$10.6M
|
+171,638
|
+4%
|
|
|
17
|
Diversified Trust
Memphis,
Tennessee
|
$241M
|
+$11.4M
|
+183,735
|
+5%
|
|
|
18
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$229M
|
+$17M
|
+274,481
|
+8%
|
|
|
19
|
Summit Financial
Parsippany,
New Jersey
|
$172M
|
+$3.24M
|
+52,314
|
+2%
|
|
|
20
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$166M
|
+$8.89M
|
+143,656
|
+6%
|
|
|
21
|
Allspring Global Investments
Charlotte,
North Carolina
|
$156M
|
+$158M
|
+2,552,432
|
New
|
|
|
22
|
Harding Loevner
Bridgewater,
New Jersey
|
$155M
|
+$89.2M
|
+1,441,824
|
+133%
|
|
|
23
|
Howland Capital Management
Boston,
Massachusetts
|
$151M
|
+$1.6M
|
+25,909
|
+1%
|
|
|
24
|
AssetMark Inc
Concord,
California
|
$148M
|
+$98.5M
|
+1,592,440
|
+194%
|
|
|
25
|
HighTower Advisors
Chicago,
Illinois
|
$141M
|
+$17.5M
|
+282,178
|
+14%
|
|
