|
1
|
Mather Group
Chicago,
Illinois
|
$226M
|
+$14.5M
|
+196,723
|
+7%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$132M
|
+$18.3M
|
+248,540
|
+18%
|
|
|
3
|
|
$116M
|
+$3.92M
|
+53,372
|
+4%
|
|
|
4
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$95M
|
+$7.09M
|
+96,399
|
+9%
|
|
|
5
|
Charles Schwab
San Francisco,
California
|
$79M
|
+$73M
|
+993,047
|
New
|
|
|
6
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$77.4M
|
-$798K
|
-10,847
|
-1%
|
|
|
7
|
Portfolio Solutions
Royal Oak,
Michigan
|
$72.5M
|
-$2.53M
|
-34,344
|
-4%
|
|
|
8
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$70.1M
|
-$1.14M
|
-15,472
|
-2%
|
|
|
9
|
Comprehensive Financial Management
Los Gatos,
California
|
$64.4M
|
–
|
–
|
–
|
|
|
10
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$63.2M
|
–
|
–
|
–
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$58.3M
|
-$1.13M
|
-15,428
|
-2%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$55.3M
|
+$2.12M
|
+28,857
|
+4%
|
|
|
13
|
Angeles Investment Advisors
Santa Monica,
California
|
$50.5M
|
+$46.7M
|
+635,000
|
New
|
|
|
14
|
Raymond James & Associates
St Petersburg,
Florida
|
$49.6M
|
+$7.36M
|
+100,115
|
+19%
|
|
|
15
|
Truist Financial
Charlotte,
North Carolina
|
$47.8M
|
+$4.17M
|
+56,660
|
+10%
|
|
|
16
|
Mutual of America Capital Management
New York
|
$47.3M
|
+$427K
|
+5,800
|
+1%
|
|
|
17
|
WestEnd Advisors
Charlotte,
North Carolina
|
$47.2M
|
+$3.39M
|
+46,111
|
+8%
|
|
|
18
|
State Street
Boston,
Massachusetts
|
$44.3M
|
+$40.9M
|
+556,478
|
New
|
|
|
19
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$37.9M
|
+$928K
|
+12,621
|
+3%
|
|
|
20
|
Karpus Investment Management
Pittsford,
New York
|
$33M
|
-$1.14M
|
-15,492
|
-4%
|
|
|
21
|
Garde Capital
Seattle,
Washington
|
$30.6M
|
+$1.37M
|
+18,691
|
+5%
|
|
|
22
|
Creative Planning
Overland Park,
Kansas
|
$29.4M
|
+$25.5M
|
+346,853
|
+1,516%
|
|
|
23
|
Elm Partners Management
Philadelphia,
Pennsylvania
|
$28.9M
|
-$329K
|
-4,477
|
-1%
|
|
|
24
|
United Capital Financial Advisors
Irving,
Texas
|
$27.2M
|
+$3.44M
|
+46,836
|
+16%
|
|
|
25
|
Iconiq Capital
San Francisco,
California
|
$26.2M
|
+$246K
|
+3,348
|
+1%
|
|
