|
1
|
Charles Schwab
San Francisco,
California
|
$385M
|
+$156M
|
+2,246,323
|
+64%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$343M
|
+$3.29M
|
+47,340
|
+0.9%
|
|
|
3
|
Mather Group
Chicago,
Illinois
|
$288M
|
+$11.9M
|
+171,890
|
+4%
|
|
|
4
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$285M
|
-$6.49M
|
-93,419
|
-2%
|
|
|
5
|
WestEnd Advisors
Charlotte,
North Carolina
|
$255M
|
+$6.8M
|
+97,859
|
+3%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$241M
|
+$4.78M
|
+68,813
|
+2%
|
|
|
7
|
Raymond James & Associates
St Petersburg,
Florida
|
$239M
|
+$2.89M
|
+41,542
|
+1%
|
|
|
8
|
Truist Financial
Charlotte,
North Carolina
|
$151M
|
-$843K
|
-12,141
|
-0.5%
|
|
|
9
|
|
$146M
|
+$1.82M
|
+26,268
|
+1%
|
|
|
10
|
|
$83.4M
|
+$8.81M
|
+126,841
|
+11%
|
|
|
11
|
Victory Capital Management
San Antonio,
Texas
|
$79.5M
|
+$1.49M
|
+21,472
|
+2%
|
|
|
12
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$78.1M
|
+$1.53M
|
+22,069
|
+2%
|
|
|
13
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$70.8M
|
+$73.3M
|
+1,054,681
|
+24,124%
|
|
|
14
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$68.3M
|
-$2.23M
|
-32,099
|
-3%
|
|
|
15
|
HighTower Advisors
Chicago,
Illinois
|
$64.6M
|
+$5.08M
|
+73,094
|
+8%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$59.6M
|
-$11.6M
|
-167,629
|
-16%
|
|
|
17
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$53.5M
|
-$1.46M
|
-20,983
|
-3%
|
|
|
18
|
AssetMark Inc
Concord,
California
|
$48.1M
|
+$624K
|
+8,980
|
+1%
|
|
|
19
|
Elm Partners Management
Philadelphia,
Pennsylvania
|
$46.3M
|
-$9.23M
|
-132,858
|
-16%
|
|
|
20
|
Garde Capital
Seattle,
Washington
|
$43.3M
|
+$4.21M
|
+60,667
|
+10%
|
|
|
21
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$41.2M
|
+$767K
|
+11,038
|
+2%
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
$40M
|
+$1.24M
|
+17,901
|
+3%
|
|
|
23
|
Efficient Advisors
Mason,
Ohio
|
$35.9M
|
+$1.86M
|
+26,754
|
+5%
|
|
|
24
|
Willis Johnson & Associates
Houston,
Texas
|
$30.7M
|
+$1.19M
|
+17,127
|
+4%
|
|
|
25
|
Karpus Investment Management
Pittsford,
New York
|
$28.9M
|
+$957K
|
+13,778
|
+3%
|
|
