|
1
|
|
$1.21B
|
-$575M
|
-9,960,175
|
-32%
|
|
|
2
|
|
$1.04B
|
+$320M
|
+5,538,792
|
+45%
|
|
|
3
|
WIT LLC
District Of Columbia,
District of Columbia
|
$996M
|
–
|
–
|
–
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$420M
|
-$76.5M
|
-1,324,908
|
-15%
|
|
|
5
|
State Street
Boston,
Massachusetts
|
$405M
|
–
|
–
|
–
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$379M
|
+$150M
|
+2,598,031
|
+66%
|
|
|
7
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$298M
|
+$50.9M
|
+881,447
|
+21%
|
|
|
8
|
|
$284M
|
+$59.5M
|
+1,029,299
|
+27%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$256M
|
-$63.8M
|
-1,104,746
|
-20%
|
|
|
10
|
Brown Advisory
Baltimore,
Maryland
|
$241M
|
+$207M
|
+3,587,175
|
+613%
|
|
|
11
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$197M
|
+$93.6M
|
+1,620,838
|
+91%
|
|
|
12
|
Blue Trust Inc
Alpharetta,
Georgia
|
$191M
|
+$68.6M
|
+1,187,953
|
+56%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$169M
|
+$68M
|
+1,177,877
|
+67%
|
|
|
14
|
HB Wealth Management
Atlanta,
Georgia
|
$150M
|
+$148M
|
+2,569,786
|
+7,918%
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$147M
|
-$18.9M
|
-327,978
|
-11%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$117M
|
+$18.5M
|
+319,849
|
+19%
|
|
|
17
|
Charles Schwab
San Francisco,
California
|
$116M
|
+$116M
|
+2,012,035
|
New
|
|
|
18
|
Municipal Employees' Retirement System of Michigan
Lansing,
Michigan
|
$113M
|
+$9.04M
|
+156,400
|
+9%
|
|
|
19
|
Valmark Advisers
Akron,
Ohio
|
$109M
|
-$28.7M
|
-497,172
|
-21%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$106M
|
+$32.2M
|
+557,955
|
+44%
|
|
|
21
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$103M
|
+$7.88M
|
+136,356
|
+8%
|
|
|
22
|
Elm Partners Management
Philadelphia,
Pennsylvania
|
$101M
|
+$20.2M
|
+348,883
|
+25%
|
|
|
23
|
M&T Bank
Buffalo,
New York
|
$95.6M
|
-$59.2M
|
-1,024,354
|
-38%
|
|
|
24
|
Hilton Capital Management
Garden City,
New York
|
$92.1M
|
–
|
–
|
–
|
|
|
25
|
Truist Financial
Charlotte,
North Carolina
|
$90.2M
|
+$47M
|
+813,942
|
+109%
|
|
