|
1
|
Coldstream Capital Management
Bellevue,
Washington
|
$95.7M
|
+$6.66M
|
+120,123
|
+8%
|
|
|
2
|
Cresset Asset Management
Chicago,
Illinois
|
$31.4M
|
+$16.9M
|
+305,015
|
+149%
|
|
|
3
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$30.2M
|
-$1.39K
|
-25
|
-0%
|
|
|
4
|
Wealthspire Advisors (New York)
New York
|
$26.2M
|
+$2.89M
|
+52,101
|
+14%
|
|
|
5
|
Truist Financial
Charlotte,
North Carolina
|
$21.2M
|
+$5.47M
|
+98,731
|
+40%
|
|
|
6
|
Brio Consultants
San Francisco,
California
|
$20.7M
|
-$58.8K
|
-1,061
|
-0.3%
|
|
|
7
|
US Bancorp
Minneapolis,
Minnesota
|
$18.1M
|
+$2.32M
|
+41,847
|
+17%
|
|
|
8
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$17.3M
|
+$6.67M
|
+120,330
|
+73%
|
|
|
9
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$17.3M
|
+$6.67M
|
+120,330
|
+73%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$17.2M
|
-$3.05M
|
-54,987
|
-16%
|
|
|
11
|
CMH Wealth Management
Portsmouth,
New Hampshire
|
$17M
|
+$4.33M
|
+78,158
|
+39%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$15.8M
|
-$1.1M
|
-19,764
|
-7%
|
|
|
13
|
Advisory Resource Group
Tulsa,
Oklahoma
|
$13.2M
|
+$476K
|
+8,595
|
+4%
|
|
|
14
|
Central Trust Company
Jefferson City,
Missouri
|
$12.8M
|
+$2.89M
|
+52,208
|
+33%
|
|
|
15
|
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
|
$12.6M
|
+$11.3M
|
+204,259
|
New
|
|
|
16
|
Fidelity Investments
Boston,
Massachusetts
|
$10.8M
|
+$9.32M
|
+168,145
|
+2,139%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$10.8M
|
+$673K
|
+12,146
|
+7%
|
|
|
18
|
Strategic Wealth Partners Group
Deerfield,
Illinois
|
$10.8M
|
+$476K
|
+8,588
|
+5%
|
|
|
19
|
Focus Partners Wealth
Boston,
Massachusetts
|
$9.55M
|
+$8.6M
|
+155,143
|
New
|
|
|
20
|
HighTower Advisors
Chicago,
Illinois
|
$9.4M
|
-$249K
|
-4,491
|
-3%
|
|
|
21
|
Kendall Capital Management
Rockville,
Maryland
|
$9.13M
|
+$502K
|
+9,058
|
+7%
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$9.11M
|
+$2.39M
|
+43,061
|
+41%
|
|
|
23
|
Berger Financial Group
Plymouth,
Minnesota
|
$8.18M
|
+$555K
|
+10,019
|
+8%
|
|
|
24
|
New York State Common Retirement Fund
Albany,
New York
|
$5.63M
|
+$5.07M
|
+91,445
|
New
|
|
|
25
|
Schroder Investment Management Group
London,
United Kingdom
|
$5.63M
|
+$5.07M
|
+91,445
|
New
|
|
