|
1
|
Jones Financial Companies
Des Peres,
Missouri
|
$1.83B
|
+$47.7M
|
+890,395
|
+3%
|
|
|
2
|
|
$1.23B
|
+$107M
|
+2,006,187
|
+9%
|
|
|
3
|
Sanders Capital
West Palm Beach,
Florida
|
$1.04B
|
-$26.2M
|
-489,540
|
-2%
|
|
|
4
|
Northern Trust
Chicago,
Illinois
|
$991M
|
-$49.2M
|
-919,177
|
-4%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$688M
|
-$35.5M
|
-662,122
|
-5%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$473M
|
-$30.9M
|
-577,064
|
-6%
|
|
|
7
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$450M
|
-$16.5M
|
-308,144
|
-3%
|
|
|
8
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$377M
|
-$29M
|
-542,365
|
-7%
|
|
|
9
|
Raymond James & Associates
St Petersburg,
Florida
|
$314M
|
-$2.56M
|
-47,880
|
-0.8%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$303M
|
-$40M
|
-747,774
|
-11%
|
|
|
11
|
WestEnd Advisors
Charlotte,
North Carolina
|
$286M
|
+$306M
|
+5,719,722
|
New
|
|
|
12
|
|
$276M
|
+$124M
|
+2,318,093
|
+72%
|
|
|
13
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$255M
|
+$11.2M
|
+208,628
|
+4%
|
|
|
14
|
CIBC Asset Management
Toronto,
Ontario, Canada
|
$248M
|
–
|
–
|
–
|
|
|
15
|
Truist Financial
Charlotte,
North Carolina
|
$214M
|
-$4.1M
|
-76,621
|
-2%
|
|
|
16
|
Bank of New York Mellon
New York
|
$212M
|
+$8.02M
|
+149,809
|
+4%
|
|
|
17
|
CBIZ Investment Advisory Services
Independence,
Ohio
|
$207M
|
-$30M
|
-559,718
|
-12%
|
|
|
18
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$198M
|
+$186M
|
+3,469,122
|
+710%
|
|
|
19
|
Victory Capital Management
San Antonio,
Texas
|
$187M
|
+$14.5M
|
+270,924
|
+8%
|
|
|
20
|
Diversified Trust
Memphis,
Tennessee
|
$177M
|
-$29.3M
|
-547,298
|
-13%
|
|
|
21
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$171M
|
-$31.1M
|
-581,580
|
-15%
|
|
|
22
|
Summit Financial
Parsippany,
New Jersey
|
$141M
|
+$2.33M
|
+43,457
|
+2%
|
|
|
23
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$139M
|
+$3.54M
|
+66,056
|
+2%
|
|
|
24
|
Allspring Global Investments
Charlotte,
North Carolina
|
$129M
|
+$4.07M
|
+75,983
|
+3%
|
|
|
25
|
Howland Capital Management
Boston,
Massachusetts
|
$127M
|
+$2.23M
|
+41,566
|
+2%
|
|
