|
1
|
Mather Group
Chicago,
Illinois
|
$152M
|
+$36.7M
|
+609,092
|
+34%
|
|
|
2
|
|
$98.1M
|
-$24.5M
|
-406,263
|
-21%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$80.8M
|
+$1.51M
|
+25,075
|
+2%
|
|
|
4
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$63.2M
|
-$1.13M
|
-18,741
|
-2%
|
|
|
5
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$62.6M
|
+$6.55M
|
+108,572
|
+12%
|
|
|
6
|
Portfolio Solutions
Royal Oak,
Michigan
|
$61.9M
|
-$5.64M
|
-93,501
|
-9%
|
|
|
7
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$55.8M
|
+$1.87M
|
+31,007
|
+4%
|
|
|
8
|
|
$52.1M
|
-$2.04M
|
-33,808
|
-4%
|
|
|
9
|
Comprehensive Financial Management
Los Gatos,
California
|
$51.5M
|
–
|
–
|
–
|
|
|
10
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$48.9M
|
-$26.6M
|
-440,200
|
-36%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$48.8M
|
+$4.95M
|
+81,972
|
+12%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$41.2M
|
-$4.39M
|
-72,806
|
-10%
|
|
|
13
|
Mutual of America Capital Management
New York
|
$34.4M
|
+$19.3M
|
+319,945
|
+145%
|
|
|
14
|
HighTower Advisors
Chicago,
Illinois
|
$31M
|
+$5.67M
|
+94,033
|
+24%
|
|
|
15
|
Truist Financial
Charlotte,
North Carolina
|
$30.8M
|
+$3.08M
|
+51,042
|
+12%
|
|
|
16
|
WestEnd Advisors
Charlotte,
North Carolina
|
$30.6M
|
+$2.25M
|
+37,225
|
+8%
|
|
|
17
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$28.6M
|
-$1.66M
|
-27,578
|
-6%
|
|
|
18
|
Karpus Investment Management
Pittsford,
New York
|
$28M
|
-$7.75M
|
-128,520
|
-23%
|
|
|
19
|
Raymond James & Associates
St Petersburg,
Florida
|
$26.5M
|
+$2.79M
|
+46,183
|
+13%
|
|
|
20
|
Garde Capital
Seattle,
Washington
|
$22.1M
|
-$1.4M
|
-23,241
|
-6%
|
|
|
21
|
Iconiq Capital
San Francisco,
California
|
$20.7M
|
+$46.3K
|
+767
|
+0.2%
|
|
|
22
|
Elm Partners Management
Philadelphia,
Pennsylvania
|
$19.6M
|
-$1.11M
|
-18,396
|
-6%
|
|
|
23
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$19.2M
|
+$256K
|
+4,245
|
+1%
|
|
|
24
|
United Capital Financial Advisors
Irving,
Texas
|
$18.1M
|
+$69K
|
+1,143
|
+0.4%
|
|
|
25
|
|
$16.9M
|
+$2.01M
|
+33,310
|
+14%
|
|
