|
1
|
Bank of America
Charlotte,
North Carolina
|
$354M
|
+$9.61M
|
+139,252
|
+3%
|
|
|
2
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$304M
|
+$174K
|
+2,521
|
+0.1%
|
|
|
3
|
Mather Group
Chicago,
Illinois
|
$288M
|
+$7.18M
|
+104,056
|
+3%
|
|
|
4
|
WestEnd Advisors
Charlotte,
North Carolina
|
$259M
|
+$256M
|
+3,711,388
|
New
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$247M
|
+$322K
|
+4,670
|
+0.1%
|
|
|
6
|
Raymond James & Associates
St Petersburg,
Florida
|
$246M
|
-$1.81M
|
-26,252
|
-0.7%
|
|
|
7
|
Charles Schwab
San Francisco,
California
|
$245M
|
+$54.5M
|
+789,417
|
+29%
|
|
|
8
|
Truist Financial
Charlotte,
North Carolina
|
$159M
|
-$3.19M
|
-46,239
|
-2%
|
|
|
9
|
|
$150M
|
+$7.02M
|
+101,687
|
+5%
|
|
|
10
|
Victory Capital Management
San Antonio,
Texas
|
$81.4M
|
+$3.62M
|
+52,368
|
+5%
|
|
|
11
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$79.9M
|
+$988K
|
+14,315
|
+1%
|
|
|
12
|
|
$78M
|
+$1.62M
|
+23,523
|
+2%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$73.8M
|
-$446K
|
-6,461
|
-0.6%
|
|
|
14
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$73.4M
|
+$2.23M
|
+32,270
|
+3%
|
|
|
15
|
HighTower Advisors
Chicago,
Illinois
|
$62.2M
|
+$5.98M
|
+86,614
|
+11%
|
|
|
16
|
Elm Partners Management
Philadelphia,
Pennsylvania
|
$57.5M
|
+$18M
|
+260,934
|
+46%
|
|
|
17
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$57.2M
|
+$55.5M
|
+803,439
|
+4,649%
|
|
|
18
|
AssetMark Inc
Concord,
California
|
$49.5M
|
-$1.63M
|
-23,638
|
-3%
|
|
|
19
|
Old Mission Capital
Chicago,
Illinois
|
$43.7M
|
+$41.6M
|
+601,850
|
+2,380%
|
|
|
20
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$42.2M
|
+$1.02M
|
+14,798
|
+3%
|
|
|
21
|
Garde Capital
Seattle,
Washington
|
$40.9M
|
+$1.34M
|
+19,340
|
+3%
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
$40.5M
|
+$2.28M
|
+33,041
|
+6%
|
|
|
23
|
Efficient Advisors
Mason,
Ohio
|
$35.6M
|
+$1.1M
|
+15,960
|
+3%
|
|
|
24
|
Willis Johnson & Associates
Houston,
Texas
|
$30.8M
|
+$986K
|
+14,277
|
+3%
|
|
|
25
|
Karpus Investment Management
Pittsford,
New York
|
$29.1M
|
-$3.52M
|
-51,020
|
-11%
|
|
