|
1
|
WestEnd Advisors
Charlotte,
North Carolina
|
$80.5B
|
-$62.6M
|
-754,288
|
Closed
|
|
|
2
|
Mather Group
Chicago,
Illinois
|
$272M
|
+$17.4M
|
+210,044
|
+7%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$166M
|
+$18.1M
|
+217,702
|
+12%
|
|
|
4
|
|
$134M
|
+$13.4M
|
+161,038
|
+11%
|
|
|
5
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$116M
|
+$11.4M
|
+137,149
|
+11%
|
|
|
6
|
|
$99M
|
+$24.3M
|
+292,368
|
+32%
|
|
|
7
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$84.6M
|
+$1.45M
|
+17,507
|
+2%
|
|
|
8
|
Charles Schwab
San Francisco,
California
|
$80M
|
-$325K
|
-3,918
|
-0.4%
|
|
|
9
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$77.8M
|
+$5.24M
|
+63,141
|
+7%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$76.4M
|
+$6.77M
|
+81,576
|
+10%
|
|
|
11
|
Portfolio Solutions
Royal Oak,
Michigan
|
$74.1M
|
-$1.29M
|
-15,486
|
-2%
|
|
|
12
|
Raymond James & Associates
St Petersburg,
Florida
|
$71.2M
|
+$12.1M
|
+145,698
|
+20%
|
|
|
13
|
Comprehensive Financial Management
Los Gatos,
California
|
$66.6M
|
–
|
–
|
–
|
|
|
14
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$65.4M
|
–
|
–
|
–
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$62.4M
|
+$1.52M
|
+18,300
|
+2%
|
|
|
16
|
Truist Financial
Charlotte,
North Carolina
|
$62.3M
|
+$4.72M
|
+56,837
|
+8%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$61.6M
|
+$7.76M
|
+93,502
|
+14%
|
|
|
18
|
HighTower Advisors
Chicago,
Illinois
|
$58.3M
|
+$1.31M
|
+15,727
|
+2%
|
|
|
19
|
Mutual of America Capital Management
New York
|
$54.4M
|
+$4.52M
|
+54,500
|
+9%
|
|
|
20
|
Citadel Advisors
Miami,
Florida
|
$49.5M
|
+$49.9M
|
+601,635
|
New
|
|
|
21
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$42.8M
|
+$1.86M
|
+22,395
|
+4%
|
|
|
22
|
Money Design
Tokyo,
Japan
|
$41.5M
|
+$38.9M
|
+468,120
|
+1,302%
|
|
|
23
|
Elm Partners Management
Philadelphia,
Pennsylvania
|
$38.6M
|
+$1.58M
|
+18,978
|
+4%
|
|
|
24
|
Genesee Capital Advisors
Auburn,
New York
|
$38.6M
|
+$38.9M
|
+468,409
|
New
|
|
|
25
|
IAM Advisory
Easton,
Pennsylvania
|
$38.6M
|
+$38.9M
|
+468,409
|
New
|
|
