|
1
|
Mather Group
Chicago,
Illinois
|
$525M
|
+$5.89M
|
+69,135
|
+1%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$237M
|
-$2.83M
|
-33,239
|
-1%
|
|
|
3
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$227M
|
–
|
–
|
–
|
|
|
4
|
|
$206M
|
-$4.98M
|
-58,518
|
-2%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$167M
|
-$2.02M
|
-23,715
|
-1%
|
|
|
6
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$165M
|
-$9.53M
|
-111,946
|
-6%
|
|
|
7
|
WestEnd Advisors
Charlotte,
North Carolina
|
$161M
|
-$3.41M
|
-40,088
|
-2%
|
|
|
8
|
Raymond James Financial
St Petersburg,
Florida
|
$157M
|
-$4.34M
|
-50,905
|
-3%
|
|
|
9
|
Charles Schwab
San Francisco,
California
|
$143M
|
+$360K
|
+4,227
|
+0.3%
|
|
|
10
|
Elm Partners Management
Philadelphia,
Pennsylvania
|
$98.8M
|
+$7.2M
|
+84,555
|
+8%
|
|
|
11
|
HighTower Advisors
Chicago,
Illinois
|
$92.1M
|
+$4.31M
|
+50,552
|
+5%
|
|
|
12
|
Truist Financial
Charlotte,
North Carolina
|
$80.6M
|
-$3.79M
|
-44,535
|
-5%
|
|
|
13
|
|
$78.3M
|
-$6.91M
|
-81,141
|
-8%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$77.8M
|
-$280K
|
-3,289
|
-0.4%
|
|
|
15
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$73.4M
|
-$2.94M
|
-34,464
|
-4%
|
|
|
16
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$72M
|
-$1.85M
|
-21,706
|
-3%
|
|
|
17
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$62.1M
|
-$715K
|
-8,397
|
-1%
|
|
|
18
|
Victory Capital Management
San Antonio,
Texas
|
$59.3M
|
-$854K
|
-10,024
|
-1%
|
|
|
19
|
Garde Capital
Seattle,
Washington
|
$54M
|
+$1.49M
|
+17,532
|
+3%
|
|
|
20
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$54M
|
-$977K
|
-11,468
|
-2%
|
|
|
21
|
Willis Johnson & Associates
Houston,
Texas
|
$53.6M
|
+$892K
|
+10,473
|
+2%
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
$47.2M
|
+$1.26M
|
+14,758
|
+3%
|
|
|
23
|
Efficient Advisors
Mason,
Ohio
|
$46.8M
|
-$127K
|
-1,494
|
-0.3%
|
|
|
24
|
Penserra Capital Management
Orinda,
California
|
$43.1M
|
+$4.81M
|
+56,486
|
+13%
|
|
|
25
|
|
$39.4M
|
-$1.51M
|
-17,688
|
-4%
|
|
