|
1
|
Mather Group
Chicago,
Illinois
|
$253M
|
+$21.5M
|
+261,360
|
+9%
|
|
|
2
|
State Street
Boston,
Massachusetts
|
$217M
|
+$173M
|
+2,101,539
|
+378%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$147M
|
+$11.8M
|
+143,368
|
+9%
|
|
|
4
|
|
$120M
|
+$1.13M
|
+13,704
|
+0.9%
|
|
|
5
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$104M
|
+$6.27M
|
+76,361
|
+6%
|
|
|
6
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$82.5M
|
+$3.15M
|
+38,348
|
+4%
|
|
|
7
|
Charles Schwab
San Francisco,
California
|
$79.7M
|
-$1.41M
|
-17,141
|
-2%
|
|
|
8
|
Portfolio Solutions
Royal Oak,
Michigan
|
$74.7M
|
+$227K
|
+2,762
|
+0.3%
|
|
|
9
|
|
$73.8M
|
+$74.8M
|
+910,673
|
New
|
|
|
10
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$72M
|
+$161K
|
+1,957
|
+0.2%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$69.1M
|
+$57.7M
|
+702,706
|
+489%
|
|
|
12
|
Comprehensive Financial Management
Los Gatos,
California
|
$66.1M
|
–
|
–
|
–
|
|
|
13
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$64.9M
|
–
|
–
|
–
|
|
|
14
|
WestEnd Advisors
Charlotte,
North Carolina
|
$61.6M
|
+$13.2M
|
+160,786
|
+27%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$60.5M
|
+$3.73M
|
+45,347
|
+7%
|
|
|
16
|
Raymond James & Associates
St Petersburg,
Florida
|
$58.8M
|
+$7.94M
|
+96,686
|
+16%
|
|
|
17
|
Truist Financial
Charlotte,
North Carolina
|
$57.2M
|
+$8.18M
|
+99,587
|
+17%
|
|
|
18
|
HighTower Advisors
Chicago,
Illinois
|
$56.6M
|
+$56.9M
|
+692,793
|
New
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$53.5M
|
-$6.39M
|
-77,820
|
-11%
|
|
|
20
|
Mutual of America Capital Management
New York
|
$49.6M
|
+$1M
|
+12,200
|
+2%
|
|
|
21
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$40.6M
|
+$1.72M
|
+20,962
|
+4%
|
|
|
22
|
Elm Partners Management
Philadelphia,
Pennsylvania
|
$36.7M
|
+$7.12M
|
+86,674
|
+24%
|
|
|
23
|
Karpus Investment Management
Pittsford,
New York
|
$34.5M
|
+$703K
|
+8,560
|
+2%
|
|
|
24
|
Garde Capital
Seattle,
Washington
|
$33.2M
|
+$1.76M
|
+21,481
|
+6%
|
|
|
25
|
AssetMark Inc
Concord,
California
|
$32.8M
|
+$15.6M
|
+189,688
|
+90%
|
|
