|
1
|
Mather Group
Chicago,
Illinois
|
$296M
|
+$21.9M
|
+273,593
|
+8%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$278M
|
+$67.8M
|
+847,980
|
+31%
|
|
|
3
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$255M
|
+$78.3M
|
+979,361
|
+43%
|
|
|
4
|
WestEnd Advisors
Charlotte,
North Carolina
|
$181M
|
+$185M
|
+2,317,557
|
New
|
|
|
5
|
Raymond James & Associates
St Petersburg,
Florida
|
$181M
|
+$64.4M
|
+805,907
|
+53%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$164M
|
+$55.6M
|
+696,086
|
+50%
|
|
|
7
|
|
$136M
|
+$5.26M
|
+65,820
|
+4%
|
|
|
8
|
Truist Financial
Charlotte,
North Carolina
|
$131M
|
+$41.6M
|
+520,268
|
+45%
|
|
|
9
|
|
$87.6M
|
-$4.69M
|
-58,658
|
-5%
|
|
|
10
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$82.9M
|
+$5.39M
|
+67,455
|
+7%
|
|
|
11
|
Charles Schwab
San Francisco,
California
|
$79.9M
|
+$4.33M
|
+54,227
|
+6%
|
|
|
12
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$79.5M
|
-$207K
|
-2,588
|
-0.3%
|
|
|
13
|
Portfolio Solutions
Royal Oak,
Michigan
|
$69.9M
|
+$616K
|
+7,711
|
+0.9%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$62.4M
|
+$1.28M
|
+16,054
|
+2%
|
|
|
15
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$62M
|
+$63.5M
|
+794,681
|
New
|
|
|
16
|
HighTower Advisors
Chicago,
Illinois
|
$58.3M
|
+$1.03M
|
+12,851
|
+2%
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$57.6M
|
-$5.51M
|
-68,948
|
-9%
|
|
|
18
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$43M
|
+$499K
|
+6,244
|
+1%
|
|
|
19
|
Karpus Investment Management
Pittsford,
New York
|
$37M
|
+$1.78M
|
+22,249
|
+5%
|
|
|
20
|
Garde Capital
Seattle,
Washington
|
$35.4M
|
-$1.15M
|
-14,415
|
-3%
|
|
|
21
|
AssetMark Inc
Concord,
California
|
$32.3M
|
+$12M
|
+150,409
|
+57%
|
|
|
22
|
United Capital Financial Advisors
Irving,
Texas
|
$31.7M
|
+$1.1M
|
+13,803
|
+4%
|
|
|
23
|
Total Investment Management
Scottsdale,
Arizona
|
$31M
|
+$4.21M
|
+52,708
|
+15%
|
|
|
24
|
Ameraudi Asset Management
New York
|
$30.6M
|
+$4.39M
|
+54,911
|
+16%
|
|
|
25
|
Elm Partners Management
Philadelphia,
Pennsylvania
|
$28.6M
|
-$8.85M
|
-110,725
|
-23%
|
|
