|
1
|
Bank of America
Charlotte,
North Carolina
|
$305M
|
+$2.91M
|
+45,562
|
+0.9%
|
|
|
2
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$284M
|
+$2.89M
|
+45,226
|
+0.9%
|
|
|
3
|
Mather Group
Chicago,
Illinois
|
$248M
|
+$10.4M
|
+163,212
|
+4%
|
|
|
4
|
Raymond James & Associates
St Petersburg,
Florida
|
$223M
|
+$7.54M
|
+117,996
|
+3%
|
|
|
5
|
WestEnd Advisors
Charlotte,
North Carolina
|
$222M
|
+$1.38M
|
+21,541
|
+0.6%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$214M
|
+$85.8M
|
+1,343,087
|
+56%
|
|
|
7
|
State Street
Boston,
Massachusetts
|
$152M
|
+$168M
|
+2,628,267
|
+21,080%
|
|
|
8
|
Truist Financial
Charlotte,
North Carolina
|
$150M
|
+$53.6M
|
+839,591
|
+48%
|
|
|
9
|
Charles Schwab
San Francisco,
California
|
$113M
|
+$59.7M
|
+933,830
|
+91%
|
|
|
10
|
|
$104M
|
+$7.13M
|
+111,537
|
+7%
|
|
|
11
|
Victory Capital Management
San Antonio,
Texas
|
$76.7M
|
+$81.9M
|
+1,281,719
|
+2,423%
|
|
|
12
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$64.5M
|
+$1.82M
|
+28,534
|
+3%
|
|
|
13
|
|
$63.2M
|
+$6.63M
|
+103,771
|
+10%
|
|
|
14
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$60.5M
|
+$1.16M
|
+18,157
|
+2%
|
|
|
15
|
AssetMark Inc
Concord,
California
|
$54.5M
|
+$36.1M
|
+564,895
|
+147%
|
|
|
16
|
Portfolio Solutions
Royal Oak,
Michigan
|
$51M
|
+$467K
|
+7,312
|
+0.8%
|
|
|
17
|
HighTower Advisors
Chicago,
Illinois
|
$50.2M
|
+$7.52M
|
+117,690
|
+16%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$35.7M
|
-$3.71M
|
-58,094
|
-9%
|
|
|
19
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$35.1M
|
+$209K
|
+3,266
|
+0.5%
|
|
|
20
|
Garde Capital
Seattle,
Washington
|
$31.6M
|
+$2.63M
|
+41,170
|
+8%
|
|
|
21
|
Total Investment Management
Scottsdale,
Arizona
|
$28.6M
|
+$6.31M
|
+98,713
|
+25%
|
|
|
22
|
Elm Partners Management
Philadelphia,
Pennsylvania
|
$28.5M
|
+$4.2M
|
+65,707
|
+15%
|
|
|
23
|
Karpus Investment Management
Pittsford,
New York
|
$28.1M
|
+$487K
|
+7,630
|
+2%
|
|
|
24
|
Efficient Advisors
Mason,
Ohio
|
$27.1M
|
+$2.12M
|
+33,238
|
+8%
|
|
|
25
|
Wells Fargo
San Francisco,
California
|
$23.7M
|
-$15.6M
|
-243,568
|
-37%
|
|
