|
1
|
|
$1.26B
|
+$36.7M
|
+1,212,045
|
+3%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$278M
|
-$29.8M
|
-984,643
|
-10%
|
|
|
3
|
United Capital Financial Advisors
Irving,
Texas
|
$272M
|
-$44.6M
|
-1,474,468
|
-14%
|
|
|
4
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$159M
|
-$9.65M
|
-318,962
|
-6%
|
|
|
5
|
Coldstream Capital Management
Bellevue,
Washington
|
$128M
|
+$11.3M
|
+372,856
|
+10%
|
|
|
6
|
|
$79.8M
|
+$6.35M
|
+209,697
|
+9%
|
|
|
7
|
Bank of New York Mellon
New York
|
$64.3M
|
+$24.3M
|
+803,201
|
+60%
|
|
|
8
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$45.9M
|
-$14.3M
|
-472,150
|
-24%
|
|
|
9
|
First Interstate Bank
Billings,
Montana
|
$41.4M
|
+$1.23M
|
+40,668
|
+3%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$41.4M
|
+$3.58M
|
+118,155
|
+9%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$40.5M
|
+$344K
|
+11,379
|
+0.9%
|
|
|
12
|
US Bancorp
Minneapolis,
Minnesota
|
$40.3M
|
-$2.9M
|
-95,939
|
-7%
|
|
|
13
|
Jordan Park Group
San Francisco,
California
|
$39.8M
|
-$1.05M
|
-34,659
|
-3%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$36.9M
|
+$999K
|
+33,012
|
+3%
|
|
|
15
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$29.3M
|
+$27.9M
|
+923,054
|
+1,830%
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$28.4M
|
+$3.1M
|
+102,516
|
+12%
|
|
|
17
|
HSBC Holdings
London,
United Kingdom
|
$28.2M
|
+$106K
|
+3,510
|
+0.4%
|
|
|
18
|
Rockefeller Capital Management
New York
|
$27.5M
|
+$8.31M
|
+274,514
|
+43%
|
|
|
19
|
Hackensack Meridian Health
Edison,
New Jersey
|
$27.2M
|
–
|
–
|
–
|
|
|
20
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$26.3M
|
+$7.51M
|
+248,107
|
+40%
|
|
|
21
|
|
$25.5M
|
+$13.4M
|
+442,509
|
+111%
|
|
|
22
|
Blankinship & Foster
Solana Beach,
California
|
$22.3M
|
+$1.04M
|
+34,259
|
+5%
|
|
|
23
|
Schoolcraft Capital
Boulder,
Colorado
|
$22M
|
+$49.7K
|
+1,643
|
+0.2%
|
|
|
24
|
Adamsbrown Wealth Consultants
Wichita,
Kansas
|
$21.5M
|
+$21.6M
|
+713,746
|
New
|
|
|
25
|
Northern Trust
Chicago,
Illinois
|
$19.4M
|
+$812K
|
+26,818
|
+4%
|
|
