|
1
|
Bank of America
Charlotte,
North Carolina
|
$417M
|
+$22.1M
|
+301,686
|
+6%
|
|
|
2
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$330M
|
+$11.1M
|
+152,027
|
+4%
|
|
|
3
|
Mather Group
Chicago,
Illinois
|
$324M
|
-$1.16M
|
-15,906
|
-0.4%
|
|
|
4
|
WestEnd Advisors
Charlotte,
North Carolina
|
$306M
|
+$15.4M
|
+210,555
|
+6%
|
|
|
5
|
Charles Schwab
San Francisco,
California
|
$285M
|
-$71.7M
|
-980,761
|
-21%
|
|
|
6
|
Raymond James & Associates
St Petersburg,
Florida
|
$285M
|
+$8.9M
|
+121,641
|
+3%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$282M
|
+$51.9K
|
+710
|
+0%
|
|
|
8
|
|
$172M
|
-$156M
|
-2,126,787
|
-48%
|
|
|
9
|
Truist Financial
Charlotte,
North Carolina
|
$159M
|
-$11.1M
|
-151,674
|
-7%
|
|
|
10
|
Victory Capital Management
San Antonio,
Texas
|
$102M
|
+$8.31M
|
+113,619
|
+9%
|
|
|
11
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$90.8M
|
-$13.2K
|
-180
|
-0%
|
|
|
12
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$78.8M
|
+$1.31M
|
+17,878
|
+2%
|
|
|
13
|
|
$77.5M
|
-$15.7M
|
-213,956
|
-17%
|
|
|
14
|
HighTower Advisors
Chicago,
Illinois
|
$73.1M
|
+$1.02M
|
+13,966
|
+1%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$66.3M
|
-$4.05M
|
-55,428
|
-6%
|
|
|
16
|
Elm Partners Management
Philadelphia,
Pennsylvania
|
$61.1M
|
+$6.3M
|
+86,072
|
+12%
|
|
|
17
|
AssetMark Inc
Concord,
California
|
$58.9M
|
+$2.27M
|
+31,051
|
+4%
|
|
|
18
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$57.9M
|
-$1.83M
|
-25,003
|
-3%
|
|
|
19
|
Garde Capital
Seattle,
Washington
|
$51.7M
|
+$3.86M
|
+52,725
|
+8%
|
|
|
20
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$46.2M
|
-$664K
|
-9,079
|
-1%
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$41.6M
|
-$985K
|
-13,466
|
-2%
|
|
|
22
|
Willis Johnson & Associates
Houston,
Texas
|
$37.8M
|
+$1.23M
|
+16,836
|
+4%
|
|
|
23
|
Efficient Advisors
Mason,
Ohio
|
$37.8M
|
+$642K
|
+8,778
|
+2%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$29.3M
|
-$10.9M
|
-149,227
|
-28%
|
|
|
25
|
University of Maryland Foundation
Adelphi,
Maryland
|
$27.1M
|
–
|
–
|
–
|
|
