|
1
|
Mather Group
Chicago,
Illinois
|
$179M
|
+$16.3M
|
+244,070
|
+10%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$96M
|
+$9.4M
|
+140,674
|
+11%
|
|
|
3
|
|
$95.6M
|
-$9.17M
|
-137,198
|
-9%
|
|
|
4
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$74.6M
|
+$7.55M
|
+112,959
|
+11%
|
|
|
5
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$66.9M
|
-$636K
|
-9,513
|
-1%
|
|
|
6
|
Portfolio Solutions
Royal Oak,
Michigan
|
$64.4M
|
-$1.78M
|
-26,606
|
-3%
|
|
|
7
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$61M
|
+$1.32M
|
+19,777
|
+2%
|
|
|
8
|
|
$56.8M
|
+$1.1M
|
+16,410
|
+2%
|
|
|
9
|
Comprehensive Financial Management
Los Gatos,
California
|
$55.1M
|
–
|
–
|
–
|
|
|
10
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$54.1M
|
+$1.74M
|
+26,000
|
+3%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$50.9M
|
-$1.24M
|
-18,595
|
-2%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$45.3M
|
+$1.23M
|
+18,429
|
+3%
|
|
|
13
|
Mutual of America Capital Management
New York
|
$40.1M
|
+$3.2M
|
+47,863
|
+9%
|
|
|
14
|
HighTower Advisors
Chicago,
Illinois
|
$39M
|
+$5.75M
|
+86,013
|
+18%
|
|
|
15
|
WestEnd Advisors
Charlotte,
North Carolina
|
$37.2M
|
+$4.48M
|
+67,126
|
+14%
|
|
|
16
|
Truist Financial
Charlotte,
North Carolina
|
$37M
|
+$4.04M
|
+60,515
|
+13%
|
|
|
17
|
Raymond James & Associates
St Petersburg,
Florida
|
$35.6M
|
+$7.17M
|
+107,309
|
+26%
|
|
|
18
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$31.6M
|
+$1.02M
|
+15,313
|
+3%
|
|
|
19
|
Citadel Advisors
Miami,
Florida
|
$30.8M
|
+$30.2M
|
+452,271
|
New
|
|
|
20
|
Karpus Investment Management
Pittsford,
New York
|
$29.3M
|
-$632K
|
-9,464
|
-2%
|
|
|
21
|
Elm Partners Management
Philadelphia,
Pennsylvania
|
$25M
|
+$3.94M
|
+59,049
|
+19%
|
|
|
22
|
Garde Capital
Seattle,
Washington
|
$24.9M
|
+$1.22M
|
+18,208
|
+5%
|
|
|
23
|
Iconiq Capital
San Francisco,
California
|
$22.2M
|
+$82.1K
|
+1,229
|
+0.4%
|
|
|
24
|
United Capital Financial Advisors
Irving,
Texas
|
$20.1M
|
+$726K
|
+10,870
|
+4%
|
|
|
25
|
|
$18.7M
|
+$570K
|
+8,538
|
+3%
|
|
