|
1
|
Bank of America
Charlotte,
North Carolina
|
$331M
|
-$9.98M
|
-160,033
|
-3%
|
|
|
2
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$304M
|
-$13.4M
|
-215,613
|
-4%
|
|
|
3
|
Mather Group
Chicago,
Illinois
|
$266M
|
-$11M
|
-176,746
|
-4%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$242M
|
+$2.83M
|
+45,372
|
+1%
|
|
|
5
|
WestEnd Advisors
Charlotte,
North Carolina
|
$237M
|
-$10.7M
|
-171,295
|
-4%
|
|
|
6
|
Raymond James & Associates
St Petersburg,
Florida
|
$231M
|
-$18M
|
-288,551
|
-7%
|
|
|
7
|
State Street
Boston,
Massachusetts
|
$207M
|
+$35.6M
|
+570,899
|
+22%
|
|
|
8
|
Truist Financial
Charlotte,
North Carolina
|
$162M
|
-$4.99M
|
-80,080
|
-3%
|
|
|
9
|
|
$139M
|
+$21.5M
|
+344,989
|
+19%
|
|
|
10
|
Charles Schwab
San Francisco,
California
|
$126M
|
-$250K
|
-4,010
|
-0.2%
|
|
|
11
|
Angeles Investment Advisors
Santa Monica,
California
|
$99.8M
|
+$96.7M
|
+1,551,000
|
New
|
|
|
12
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$73.9M
|
+$1.66M
|
+26,607
|
+2%
|
|
|
13
|
Victory Capital Management
San Antonio,
Texas
|
$73.3M
|
-$12.2M
|
-196,253
|
-15%
|
|
|
14
|
|
$72.5M
|
+$1.62M
|
+26,037
|
+2%
|
|
|
15
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$65.9M
|
-$1.77M
|
-28,336
|
-3%
|
|
|
16
|
AssetMark Inc
Concord,
California
|
$64.4M
|
+$3.27M
|
+52,432
|
+6%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$63.8M
|
+$23M
|
+368,504
|
+59%
|
|
|
18
|
HighTower Advisors
Chicago,
Illinois
|
$50.7M
|
-$5.37M
|
-86,024
|
-10%
|
|
|
19
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$37.3M
|
-$1.97M
|
-31,591
|
-5%
|
|
|
20
|
Garde Capital
Seattle,
Washington
|
$35.7M
|
+$241K
|
+3,863
|
+0.7%
|
|
|
21
|
Elm Partners Management
Philadelphia,
Pennsylvania
|
$35.3M
|
+$3.22M
|
+51,701
|
+10%
|
|
|
22
|
Efficient Advisors
Mason,
Ohio
|
$31.4M
|
+$1.02M
|
+16,402
|
+3%
|
|
|
23
|
Wells Fargo
San Francisco,
California
|
$30.8M
|
+$4.1M
|
+65,731
|
+16%
|
|
|
24
|
Karpus Investment Management
Pittsford,
New York
|
$29.7M
|
-$1.67M
|
-26,728
|
-5%
|
|
|
25
|
Willis Johnson & Associates
Houston,
Texas
|
$27.6M
|
+$1.71M
|
+27,449
|
+7%
|
|
