|
1
|
Bank of America
Charlotte,
North Carolina
|
$452M
|
+$38M
|
+501,473
|
+10%
|
|
|
2
|
Mather Group
Chicago,
Illinois
|
$350M
|
-$20.4M
|
-269,721
|
-6%
|
|
|
3
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$326M
|
+$7.62M
|
+100,724
|
+2%
|
|
|
4
|
WestEnd Advisors
Charlotte,
North Carolina
|
$322M
|
+$18.9M
|
+249,990
|
+6%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$300M
|
+$4.85M
|
+64,067
|
+2%
|
|
|
6
|
Raymond James & Associates
St Petersburg,
Florida
|
$294M
|
+$12.2M
|
+161,415
|
+4%
|
|
|
7
|
|
$179M
|
+$2.69M
|
+35,562
|
+2%
|
|
|
8
|
Truist Financial
Charlotte,
North Carolina
|
$155M
|
+$227K
|
+3,005
|
+0.2%
|
|
|
9
|
Charles Schwab
San Francisco,
California
|
$121M
|
+$925K
|
+12,217
|
+0.8%
|
|
|
10
|
Victory Capital Management
San Antonio,
Texas
|
$112M
|
+$7.2M
|
+95,137
|
+7%
|
|
|
11
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$96.7M
|
+$402K
|
+5,308
|
+0.4%
|
|
|
12
|
|
$83M
|
+$5.21M
|
+68,773
|
+7%
|
|
|
13
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$79.3M
|
-$59.5K
|
-786
|
-0.1%
|
|
|
14
|
Elm Partners Management
Philadelphia,
Pennsylvania
|
$74.8M
|
+$11.7M
|
+154,578
|
+19%
|
|
|
15
|
HighTower Advisors
Chicago,
Illinois
|
$74.5M
|
+$548K
|
+7,234
|
+0.8%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$69.6M
|
+$1.54M
|
+20,282
|
+2%
|
|
|
17
|
AssetMark Inc
Concord,
California
|
$61.2M
|
+$911K
|
+12,029
|
+2%
|
|
|
18
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$58.7M
|
+$24.1K
|
+318
|
+0%
|
|
|
19
|
Garde Capital
Seattle,
Washington
|
$53.5M
|
+$61.7K
|
+815
|
+0.1%
|
|
|
20
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$50.6M
|
+$106K
|
+1,401
|
+0.2%
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$45.6M
|
+$1.5M
|
+19,860
|
+4%
|
|
|
22
|
Willis Johnson & Associates
Houston,
Texas
|
$42.6M
|
+$1.33M
|
+17,574
|
+3%
|
|
|
23
|
|
$40.9M
|
-$72.6M
|
-958,481
|
-65%
|
|
|
24
|
Efficient Advisors
Mason,
Ohio
|
$40.5M
|
-$407K
|
-5,380
|
-1%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$35.9M
|
-$12.7M
|
-167,176
|
-27%
|
|
