|
1
|
Bank of America
Charlotte,
North Carolina
|
$334M
|
+$84.4M
|
+1,234,228
|
+31%
|
|
|
2
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$311M
|
+$95M
|
+1,388,977
|
+40%
|
|
|
3
|
Mather Group
Chicago,
Illinois
|
$264M
|
+$10.1M
|
+147,989
|
+4%
|
|
|
4
|
WestEnd Advisors
Charlotte,
North Carolina
|
$243M
|
+$262M
|
+3,835,424
|
New
|
|
|
5
|
Raymond James & Associates
St Petersburg,
Florida
|
$239M
|
+$84M
|
+1,227,991
|
+48%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$151M
|
+$2.73M
|
+39,954
|
+2%
|
|
|
7
|
Truist Financial
Charlotte,
North Carolina
|
$112M
|
-$2.23M
|
-32,642
|
-2%
|
|
|
8
|
|
$108M
|
+$4.99M
|
+72,985
|
+4%
|
|
|
9
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$69.4M
|
-$58.9K
|
-861
|
-0.1%
|
|
|
10
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$65.7M
|
+$574K
|
+8,389
|
+0.8%
|
|
|
11
|
Charles Schwab
San Francisco,
California
|
$65.3M
|
+$6.7K
|
+98
|
+0%
|
|
|
12
|
|
$63.3M
|
+$1.98M
|
+28,949
|
+3%
|
|
|
13
|
Portfolio Solutions
Royal Oak,
Michigan
|
$55.9M
|
-$401K
|
-5,857
|
-0.7%
|
|
|
14
|
HighTower Advisors
Chicago,
Illinois
|
$48M
|
-$4.1M
|
-59,888
|
-7%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$43.2M
|
-$8.56M
|
-125,191
|
-16%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$41.7M
|
-$29.3K
|
-429
|
-0.1%
|
|
|
17
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$38.6M
|
+$19.2K
|
+281
|
+0%
|
|
|
18
|
Garde Capital
Seattle,
Washington
|
$32.3M
|
-$187K
|
-2,729
|
-0.5%
|
|
|
19
|
Karpus Investment Management
Pittsford,
New York
|
$30.5M
|
+$168K
|
+2,458
|
+0.5%
|
|
|
20
|
Efficient Advisors
Mason,
Ohio
|
$27.8M
|
+$2.75M
|
+40,260
|
+10%
|
|
|
21
|
Elm Partners Management
Philadelphia,
Pennsylvania
|
$27.3M
|
+$72.4K
|
+1,059
|
+0.2%
|
|
|
22
|
United Capital Financial Advisors
Irving,
Texas
|
$25.8M
|
-$315K
|
-4,599
|
-1%
|
|
|
23
|
University of Maryland Foundation
Adelphi,
Maryland
|
$25.5M
|
+$8.91M
|
+130,286
|
+48%
|
|
|
24
|
Total Investment Management
Scottsdale,
Arizona
|
$25.4M
|
-$31.5K
|
-461
|
-0.1%
|
|
|
25
|
AssetMark Inc
Concord,
California
|
$24.4M
|
-$3.47M
|
-50,716
|
-12%
|
|
