|
1
|
WestEnd Advisors
Charlotte,
North Carolina
|
$131B
|
–
|
–
|
–
|
|
|
2
|
Mather Group
Chicago,
Illinois
|
$285M
|
+$17.6M
|
+213,129
|
+6%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$220M
|
+$56.9M
|
+689,570
|
+34%
|
|
|
4
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$186M
|
+$73.2M
|
+887,534
|
+63%
|
|
|
5
|
|
$136M
|
+$3.86M
|
+46,752
|
+3%
|
|
|
6
|
Raymond James & Associates
St Petersburg,
Florida
|
$122M
|
+$53.1M
|
+643,795
|
+74%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$114M
|
+$39.1M
|
+473,483
|
+51%
|
|
|
8
|
|
$100M
|
+$2.55M
|
+30,886
|
+3%
|
|
|
9
|
Truist Financial
Charlotte,
North Carolina
|
$93.6M
|
+$32.8M
|
+397,182
|
+52%
|
|
|
10
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$82.8M
|
-$590K
|
-7,147
|
-0.7%
|
|
|
11
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$80.6M
|
+$4.1M
|
+49,700
|
+5%
|
|
|
12
|
Charles Schwab
San Francisco,
California
|
$78.6M
|
-$213K
|
-2,585
|
-0.3%
|
|
|
13
|
Portfolio Solutions
Royal Oak,
Michigan
|
$72M
|
-$841K
|
-10,195
|
-1%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$65.4M
|
+$4.01M
|
+48,626
|
+6%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$63.5M
|
+$2.93M
|
+35,523
|
+5%
|
|
|
16
|
HighTower Advisors
Chicago,
Illinois
|
$59.5M
|
+$2.12M
|
+25,696
|
+4%
|
|
|
17
|
Mutual of America Capital Management
New York
|
$51.6M
|
-$2.06M
|
-25,000
|
-4%
|
|
|
18
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$44.1M
|
+$2.04M
|
+24,756
|
+5%
|
|
|
19
|
Elm Partners Management
Philadelphia,
Pennsylvania
|
$38.7M
|
+$757K
|
+9,176
|
+2%
|
|
|
20
|
Garde Capital
Seattle,
Washington
|
$38M
|
+$2.28M
|
+27,671
|
+6%
|
|
|
21
|
Karpus Investment Management
Pittsford,
New York
|
$36.7M
|
+$2.01M
|
+24,425
|
+6%
|
|
|
22
|
United Capital Financial Advisors
Irving,
Texas
|
$31.8M
|
+$1.36M
|
+16,531
|
+4%
|
|
|
23
|
Creative Planning
Overland Park,
Kansas
|
$30M
|
+$2.21M
|
+26,813
|
+8%
|
|
|
24
|
Total Investment Management
Scottsdale,
Arizona
|
$27.9M
|
+$143K
|
+1,728
|
+0.5%
|
|
|
25
|
Ameraudi Asset Management
New York
|
$27.3M
|
+$3.62M
|
+43,853
|
+15%
|
|
