|
1
|
WestEnd Advisors
Charlotte,
North Carolina
|
$350B
|
-$313M
|
-5,310,803
|
Closed
|
|
|
2
|
Jones Financial Companies
Des Peres,
Missouri
|
$2.03B
|
+$98.9M
|
+1,681,118
|
+5%
|
|
|
3
|
|
$1.31B
|
+$24.2M
|
+410,807
|
+2%
|
|
|
4
|
Sanders Capital
West Palm Beach,
Florida
|
$1.23B
|
+$40.2M
|
+683,580
|
+3%
|
|
|
5
|
Northern Trust
Chicago,
Illinois
|
$1.2B
|
-$32.4M
|
-549,801
|
-3%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$831M
|
+$48.3M
|
+821,169
|
+6%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$579M
|
+$48.6M
|
+826,241
|
+9%
|
|
|
8
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$536M
|
+$3.58M
|
+60,819
|
+0.7%
|
|
|
9
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$466M
|
+$30.1M
|
+511,768
|
+7%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$392M
|
+$14M
|
+237,390
|
+4%
|
|
|
11
|
Raymond James & Associates
St Petersburg,
Florida
|
$365M
|
+$31.4M
|
+533,624
|
+9%
|
|
|
12
|
CIBC Asset Management
Toronto,
Ontario, Canada
|
$285M
|
–
|
–
|
–
|
|
|
13
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$282M
|
+$11.8M
|
+199,733
|
+4%
|
|
|
14
|
CBIZ Investment Advisory Services
Independence,
Ohio
|
$271M
|
+$3.57M
|
+60,639
|
+1%
|
|
|
15
|
Truist Financial
Charlotte,
North Carolina
|
$251M
|
+$16.9M
|
+287,388
|
+7%
|
|
|
16
|
Bank of New York Mellon
New York
|
$236M
|
+$1.8M
|
+30,665
|
+0.8%
|
|
|
17
|
Diversified Trust
Memphis,
Tennessee
|
$235M
|
+$8.56M
|
+145,516
|
+4%
|
|
|
18
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$231M
|
+$15.7M
|
+266,986
|
+7%
|
|
|
19
|
Victory Capital Management
San Antonio,
Texas
|
$187M
|
+$131M
|
+2,230,761
|
+180%
|
|
|
20
|
|
$184M
|
+$155M
|
+2,633,660
|
+465%
|
|
|
21
|
|
$177M
|
+$181M
|
+3,069,329
|
+67,118%
|
|
|
22
|
Summit Financial
Parsippany,
New Jersey
|
$160M
|
-$1.54M
|
-26,153
|
-0.9%
|
|
|
23
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$157M
|
+$450K
|
+7,651
|
+0.3%
|
|
|
24
|
Howland Capital Management
Boston,
Massachusetts
|
$144M
|
+$3.03M
|
+51,421
|
+2%
|
|
|
25
|
Allspring Global Investments
Charlotte,
North Carolina
|
$144M
|
-$2.92M
|
-49,579
|
-2%
|
|
