|
1
|
|
$1.26B
|
-$210K
|
-6,932
|
-0%
|
|
|
2
|
United Capital Financial Advisors
Irving,
Texas
|
$326M
|
+$14.6M
|
+481,932
|
+5%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$317M
|
+$2.41M
|
+79,693
|
+0.8%
|
|
|
4
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$173M
|
+$55M
|
+1,817,110
|
+48%
|
|
|
5
|
Coldstream Capital Management
Bellevue,
Washington
|
$121M
|
+$23.6M
|
+779,585
|
+25%
|
|
|
6
|
|
$75.7M
|
+$15.4M
|
+509,298
|
+26%
|
|
|
7
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$61.9M
|
-$653K
|
-21,566
|
-1%
|
|
|
8
|
US Bancorp
Minneapolis,
Minnesota
|
$44.4M
|
-$3.25M
|
-107,280
|
-7%
|
|
|
9
|
Jordan Park Group
San Francisco,
California
|
$42.1M
|
+$13.8M
|
+455,242
|
+50%
|
|
|
10
|
First Interstate Bank
Billings,
Montana
|
$41.4M
|
+$5.18M
|
+171,047
|
+15%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$41.4M
|
+$10.5M
|
+346,597
|
+35%
|
|
|
12
|
Bank of New York Mellon
New York
|
$41.3M
|
-$289K
|
-9,551
|
-0.7%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$38.9M
|
+$451K
|
+14,883
|
+1%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$36.9M
|
+$506K
|
+16,717
|
+1%
|
|
|
15
|
HSBC Holdings
London,
United Kingdom
|
$28.9M
|
+$726K
|
+23,994
|
+3%
|
|
|
16
|
Hackensack Meridian Health
Edison,
New Jersey
|
$28.6M
|
+$12M
|
+395,000
|
New
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$26.1M
|
+$923K
|
+30,481
|
+4%
|
|
|
18
|
PFS Investments
Duluth,
Georgia
|
$25.9M
|
+$657K
|
+21,710
|
+3%
|
|
|
19
|
Schoolcraft Capital
Boulder,
Colorado
|
$22.6M
|
+$347K
|
+11,452
|
+2%
|
|
|
20
|
Blankinship & Foster
Solana Beach,
California
|
$21.9M
|
+$49.2K
|
+1,625
|
+0.2%
|
|
|
21
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$21.2M
|
+$6.59M
|
+217,534
|
+6,058%
|
|
|
22
|
Rockefeller Capital Management
New York
|
$19.8M
|
+$17.8M
|
+588,998
|
+1,213%
|
|
|
23
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$19.4M
|
+$13.4M
|
+442,409
|
+240%
|
|
|
24
|
Northern Trust
Chicago,
Illinois
|
$19.2M
|
-$1.23M
|
-40,515
|
-6%
|
|
|
25
|
Oppenheimer Asset Management
New York
|
$19M
|
-$231K
|
-7,631
|
-1%
|
|
