|
1
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$439M
|
+$32.4M
|
+377,326
|
+9%
|
|
|
2
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$319M
|
+$36.2M
|
+421,174
|
+14%
|
|
|
3
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$213M
|
+$51M
|
+593,339
|
+34%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$161M
|
-$30.5M
|
-355,566
|
-17%
|
|
|
5
|
Fort Washington Investment Advisors
Cincinnati,
Ohio
|
$138M
|
–
|
–
|
–
|
|
|
6
|
Wellington Management Group
Boston,
Massachusetts
|
$99.4M
|
+$93.2M
|
+1,085,260
|
New
|
|
|
7
|
Fidelity Investments
Boston,
Massachusetts
|
$99.2M
|
+$12.2M
|
+142,171
|
+15%
|
|
|
8
|
Central Trust Company
Jefferson City,
Missouri
|
$95.9M
|
+$8.31M
|
+96,777
|
+10%
|
|
|
9
|
Focus Partners Wealth
Boston,
Massachusetts
|
$71.1M
|
+$1.08M
|
+12,549
|
+2%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$71M
|
+$16.4M
|
+190,805
|
+33%
|
|
|
11
|
Coldstream Capital Management
Bellevue,
Washington
|
$63.3M
|
-$7.24M
|
-84,295
|
-11%
|
|
|
12
|
Cresset Asset Management
Chicago,
Illinois
|
$59.6M
|
-$779K
|
-9,069
|
-1%
|
|
|
13
|
Wealthspire Advisors (New York)
New York
|
$51.6M
|
+$1.91M
|
+22,284
|
+4%
|
|
|
14
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$47.6M
|
+$1.46M
|
+16,963
|
+3%
|
|
|
15
|
Raymond James Financial
St Petersburg,
Florida
|
$45.5M
|
+$4.45M
|
+51,822
|
+12%
|
|
|
16
|
IMA Advisory Services
Denver,
Colorado
|
$45M
|
+$42.2M
|
+491,513
|
New
|
|
|
17
|
William Blair & Company
Chicago,
Illinois
|
$44M
|
+$5.65M
|
+65,787
|
+16%
|
|
|
18
|
US Bancorp
Minneapolis,
Minnesota
|
$35M
|
+$225K
|
+2,618
|
+0.7%
|
|
|
19
|
|
$34.4M
|
+$2.85M
|
+33,215
|
+10%
|
|
|
20
|
|
$33.7M
|
+$25M
|
+290,579
|
+376%
|
|
|
21
|
Truist Financial
Charlotte,
North Carolina
|
$32.4M
|
+$4.39M
|
+51,160
|
+17%
|
|
|
22
|
Diesslin Group
Fort Worth,
Texas
|
$32.2M
|
+$5.14M
|
+59,807
|
+21%
|
|
|
23
|
LPL Financial
San Diego,
California
|
$25.8M
|
+$5.69M
|
+66,280
|
+31%
|
|
|
24
|
Badgley Phelps Wealth Managers
Seattle,
Washington
|
$25.6M
|
+$24M
|
+279,503
|
New
|
|
|
25
|
Westwood Holdings Group
Dallas,
Texas
|
$25.2M
|
+$1.19M
|
+13,889
|
+5%
|
|
