|
1
|
Bank of America
Charlotte,
North Carolina
|
$335M
|
-$13.6M
|
-202,662
|
-4%
|
|
|
2
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$295M
|
-$24.7M
|
-367,718
|
-8%
|
|
|
3
|
Mather Group
Chicago,
Illinois
|
$273M
|
-$7.64M
|
-113,792
|
-3%
|
|
|
4
|
WestEnd Advisors
Charlotte,
North Carolina
|
$242M
|
-$247M
|
-3,685,670
|
Closed
|
|
|
5
|
Raymond James & Associates
St Petersburg,
Florida
|
$242M
|
-$2M
|
-29,799
|
-0.8%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$240M
|
-$15.8M
|
-234,898
|
-6%
|
|
|
7
|
Charles Schwab
San Francisco,
California
|
$185M
|
+$51.5M
|
+766,921
|
+39%
|
|
|
8
|
Truist Financial
Charlotte,
North Carolina
|
$158M
|
-$13.4M
|
-199,722
|
-8%
|
|
|
9
|
|
$139M
|
-$7.79M
|
-115,993
|
-5%
|
|
|
10
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$84.7M
|
+$63.1M
|
+940,000
|
+304%
|
|
|
11
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$76.8M
|
-$1.13M
|
-16,853
|
-1%
|
|
|
12
|
Victory Capital Management
San Antonio,
Texas
|
$75.6M
|
-$1.61M
|
-23,922
|
-2%
|
|
|
13
|
|
$74.3M
|
-$2.08M
|
-31,051
|
-3%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$72.2M
|
+$4.97M
|
+74,047
|
+7%
|
|
|
15
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$69.2M
|
-$261K
|
-3,891
|
-0.4%
|
|
|
16
|
|
$59.7M
|
+$39M
|
+580,916
|
+194%
|
|
|
17
|
HighTower Advisors
Chicago,
Illinois
|
$54.6M
|
+$1.22M
|
+18,242
|
+2%
|
|
|
18
|
AssetMark Inc
Concord,
California
|
$49.8M
|
-$17.9M
|
-267,041
|
-27%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$48.5M
|
+$33.1M
|
+492,561
|
+222%
|
|
|
20
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$40.1M
|
+$751K
|
+11,179
|
+2%
|
|
|
21
|
Garde Capital
Seattle,
Washington
|
$38.5M
|
+$859K
|
+12,791
|
+2%
|
|
|
22
|
Elm Partners Management
Philadelphia,
Pennsylvania
|
$38.2M
|
+$1.07M
|
+15,875
|
+3%
|
|
|
23
|
Wells Fargo
San Francisco,
California
|
$37.2M
|
+$4.63M
|
+69,002
|
+14%
|
|
|
24
|
Efficient Advisors
Mason,
Ohio
|
$33.5M
|
+$423K
|
+6,300
|
+1%
|
|
|
25
|
Karpus Investment Management
Pittsford,
New York
|
$31.8M
|
+$452K
|
+6,729
|
+1%
|
|
