|
1
|
|
$107M
|
-$19.2M
|
-300,804
|
-13%
|
|
|
2
|
Mather Group
Chicago,
Illinois
|
$98.4M
|
+$3.81M
|
+59,650
|
+3%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$68.6M
|
-$2.91M
|
-45,497
|
-4%
|
|
|
4
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$66.7M
|
-$41M
|
-641,887
|
-35%
|
|
|
5
|
Portfolio Solutions
Royal Oak,
Michigan
|
$58.8M
|
+$3.05M
|
+47,732
|
+5%
|
|
|
6
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$55.8M
|
-$560K
|
-8,768
|
-0.9%
|
|
|
7
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$48.3M
|
+$10.3M
|
+161,823
|
+23%
|
|
|
8
|
|
$47M
|
+$11.9M
|
+186,993
|
+28%
|
|
|
9
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$46.6M
|
+$720K
|
+11,271
|
+1%
|
|
|
10
|
Comprehensive Financial Management
Los Gatos,
California
|
$44.6M
|
–
|
–
|
–
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$39.7M
|
-$4.43M
|
-69,386
|
-9%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$37.8M
|
-$9.18M
|
-143,764
|
-17%
|
|
|
13
|
Karpus Investment Management
Pittsford,
New York
|
$31.3M
|
-$6.34M
|
-99,335
|
-15%
|
|
|
14
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$26.3M
|
+$2.99M
|
+46,758
|
+11%
|
|
|
15
|
WestEnd Advisors
Charlotte,
North Carolina
|
$24.4M
|
+$5.86M
|
+91,692
|
+26%
|
|
|
16
|
Truist Financial
Charlotte,
North Carolina
|
$23.9M
|
+$5.16M
|
+80,778
|
+23%
|
|
|
17
|
HighTower Advisors
Chicago,
Illinois
|
$21.7M
|
-$17.9M
|
-280,884
|
-42%
|
|
|
18
|
Garde Capital
Seattle,
Washington
|
$20.5M
|
-$7.74M
|
-121,214
|
-25%
|
|
|
19
|
Raymond James & Associates
St Petersburg,
Florida
|
$20.4M
|
+$5.22M
|
+81,650
|
+28%
|
|
|
20
|
|
$18.2M
|
+$21.1M
|
+329,910
|
New
|
|
|
21
|
Elm Partners Management
Philadelphia,
Pennsylvania
|
$18M
|
-$5.53M
|
-86,615
|
-21%
|
|
|
22
|
Iconiq Capital
San Francisco,
California
|
$17.9M
|
-$17.4K
|
-272
|
-0.1%
|
|
|
23
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$16.4M
|
+$7.07M
|
+110,735
|
+59%
|
|
|
24
|
United Capital Financial Advisors
Irving,
Texas
|
$15.6M
|
+$888K
|
+13,902
|
+5%
|
|
|
25
|
Tolleson Wealth Management
Dallas,
Texas
|
$14.9M
|
+$17.3M
|
+270,940
|
New
|
|
