|
1
|
|
$1.32B
|
+$29.2M
|
+551,622
|
+2%
|
|
|
2
|
Jones Financial Companies
Des Peres,
Missouri
|
$1.1B
|
+$1.55M
|
+29,160
|
+0.1%
|
|
|
3
|
Northern Trust
Chicago,
Illinois
|
$943M
|
-$13.3M
|
-250,148
|
-1%
|
|
|
4
|
Sanders Capital
West Palm Beach,
Florida
|
$886M
|
-$275M
|
-5,185,684
|
-24%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$725M
|
-$18M
|
-339,493
|
-2%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$492M
|
+$1.49B
|
+28,137,228
|
+293%
|
|
|
7
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$456M
|
-$1.86M
|
-35,108
|
-0.4%
|
|
|
8
|
|
$449M
|
+$46M
|
+868,250
|
+12%
|
|
|
9
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$343M
|
-$40M
|
-754,912
|
-11%
|
|
|
10
|
Raymond James & Associates
St Petersburg,
Florida
|
$318M
|
-$9.73M
|
-183,673
|
-3%
|
|
|
11
|
CIBC Asset Management
Toronto,
Ontario, Canada
|
$306M
|
+$2.4M
|
+45,331
|
+0.8%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$302M
|
-$1.47M
|
-27,663
|
-0.5%
|
|
|
13
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$278M
|
+$2.58M
|
+48,659
|
+0.9%
|
|
|
14
|
WestEnd Advisors
Charlotte,
North Carolina
|
$278M
|
-$291M
|
-5,486,156
|
Closed
|
|
|
15
|
Bank of New York Mellon
New York
|
$262M
|
-$1.09M
|
-20,520
|
-0.4%
|
|
|
16
|
Truist Financial
Charlotte,
North Carolina
|
$201M
|
-$20.3M
|
-382,989
|
-9%
|
|
|
17
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$200M
|
+$34.1M
|
+643,386
|
+21%
|
|
|
18
|
CBIZ Investment Advisory Services
Independence,
Ohio
|
$189M
|
+$173M
|
+3,271,085
|
+1,202%
|
|
|
19
|
Diversified Trust
Memphis,
Tennessee
|
$184M
|
-$5.25M
|
-99,130
|
-3%
|
|
|
20
|
Summit Financial
Parsippany,
New Jersey
|
$160M
|
+$963K
|
+18,173
|
+0.6%
|
|
|
21
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$151M
|
-$4.28M
|
-80,760
|
-3%
|
|
|
22
|
Allspring Global Investments
Charlotte,
North Carolina
|
$137M
|
-$3.8M
|
-71,769
|
-3%
|
|
|
23
|
Howland Capital Management
Boston,
Massachusetts
|
$134M
|
+$6.93M
|
+130,742
|
+6%
|
|
|
24
|
Victory Capital Management
San Antonio,
Texas
|
$131M
|
+$4.9M
|
+92,426
|
+4%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$123M
|
-$23.8M
|
-449,634
|
-16%
|
|
