|
1
|
Coldstream Capital Management
Bellevue,
Washington
|
$105M
|
+$3.06M
|
+49,425
|
+3%
|
|
|
2
|
Cresset Asset Management
Chicago,
Illinois
|
$36.9M
|
+$3.24M
|
+52,401
|
+10%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$36.7M
|
+$18.8M
|
+303,515
|
+119%
|
|
|
4
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$35.5M
|
+$3.21M
|
+51,862
|
+11%
|
|
|
5
|
Wealthspire Advisors (New York)
New York
|
$27.8M
|
-$43K
|
-695
|
-0.2%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$23.4M
|
+$4.81M
|
+77,775
|
+28%
|
|
|
7
|
Brio Consultants
San Francisco,
California
|
$22.1M
|
+$47.6K
|
+770
|
+0.2%
|
|
|
8
|
US Bancorp
Minneapolis,
Minnesota
|
$21.2M
|
+$1.82M
|
+29,413
|
+10%
|
|
|
9
|
Fidelity Investments
Boston,
Massachusetts
|
$20.9M
|
+$8.83M
|
+142,711
|
+81%
|
|
|
10
|
Truist Financial
Charlotte,
North Carolina
|
$18.7M
|
-$3.67M
|
-59,246
|
-17%
|
|
|
11
|
CMH Wealth Management
Portsmouth,
New Hampshire
|
$17.2M
|
-$949K
|
-15,340
|
-6%
|
|
|
12
|
Central Trust Company
Jefferson City,
Missouri
|
$16.6M
|
+$2.76M
|
+44,616
|
+21%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$15.3M
|
+$11.7M
|
+188,715
|
+428%
|
|
|
14
|
Advisory Resource Group
Tulsa,
Oklahoma
|
$15.1M
|
+$1M
|
+16,215
|
+8%
|
|
|
15
|
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
|
$13.2M
|
-$220K
|
-3,554
|
-2%
|
|
|
16
|
Focus Partners Wealth
Boston,
Massachusetts
|
$12.7M
|
+$2.4M
|
+38,808
|
+25%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$12.3M
|
+$2.46M
|
+39,684
|
+27%
|
|
|
18
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$12.1M
|
+$8.49M
|
+137,211
|
+291%
|
|
|
19
|
Strategic Wealth Partners Group
Deerfield,
Illinois
|
$12M
|
+$444K
|
+7,180
|
+4%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$11.4M
|
-$118K
|
-1,912
|
-1%
|
|
|
21
|
Kendall Capital Management
Rockville,
Maryland
|
$10.3M
|
+$558K
|
+9,024
|
+6%
|
|
|
22
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$10.1M
|
-$8.12M
|
-131,253
|
-46%
|
|
|
23
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$10.1M
|
-$8.12M
|
-131,253
|
-46%
|
|
|
24
|
Berger Financial Group
Plymouth,
Minnesota
|
$9.72M
|
+$944K
|
+15,253
|
+11%
|
|
|
25
|
HighTower Advisors
Chicago,
Illinois
|
$8.67M
|
-$1.26M
|
-20,348
|
-13%
|
|
