|
1
|
WestEnd Advisors
Charlotte,
North Carolina
|
$197B
|
-$173M
|
-2,317,557
|
Closed
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$298M
|
+$34.9M
|
+467,108
|
+13%
|
|
|
3
|
Mather Group
Chicago,
Illinois
|
$297M
|
+$16M
|
+213,662
|
+6%
|
|
|
4
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$260M
|
+$17.2M
|
+230,798
|
+7%
|
|
|
5
|
Raymond James & Associates
St Petersburg,
Florida
|
$188M
|
+$16.3M
|
+218,561
|
+9%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$173M
|
+$18M
|
+241,494
|
+12%
|
|
|
7
|
Truist Financial
Charlotte,
North Carolina
|
$133M
|
+$9.08M
|
+121,505
|
+7%
|
|
|
8
|
|
$121M
|
-$8.28M
|
-110,798
|
-6%
|
|
|
9
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$81M
|
+$2.38M
|
+31,856
|
+3%
|
|
|
10
|
Charles Schwab
San Francisco,
California
|
$76.1M
|
+$315K
|
+4,213
|
+0.4%
|
|
|
11
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$76M
|
+$599K
|
+8,011
|
+0.8%
|
|
|
12
|
|
$71.7M
|
-$15.5M
|
-207,059
|
-18%
|
|
|
13
|
Portfolio Solutions
Royal Oak,
Michigan
|
$65.6M
|
-$728K
|
-9,748
|
-1%
|
|
|
14
|
HighTower Advisors
Chicago,
Illinois
|
$60.5M
|
+$5.17M
|
+69,128
|
+9%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$59.6M
|
+$427K
|
+5,715
|
+0.7%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$48.7M
|
-$6.07M
|
-81,207
|
-11%
|
|
|
17
|
|
$46.6M
|
+$40.8M
|
+545,420
|
+652%
|
|
|
18
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$45M
|
+$4.28M
|
+57,232
|
+10%
|
|
|
19
|
Garde Capital
Seattle,
Washington
|
$37.9M
|
+$4.34M
|
+58,018
|
+13%
|
|
|
20
|
Karpus Investment Management
Pittsford,
New York
|
$35.4M
|
+$282K
|
+3,767
|
+0.8%
|
|
|
21
|
Flow Traders U.S.
New York
|
$32.3M
|
+$13.3M
|
+177,571
|
+69%
|
|
|
22
|
AssetMark Inc
Concord,
California
|
$32.2M
|
+$1.54M
|
+20,647
|
+5%
|
|
|
23
|
Elm Partners Management
Philadelphia,
Pennsylvania
|
$31.8M
|
+$4.68M
|
+62,640
|
+17%
|
|
|
24
|
United Capital Financial Advisors
Irving,
Texas
|
$30.5M
|
+$400K
|
+5,357
|
+1%
|
|
|
25
|
Total Investment Management
Scottsdale,
Arizona
|
$29.6M
|
+$240K
|
+3,205
|
+0.8%
|
|
