|
1
|
Coldstream Capital Management
Bellevue,
Washington
|
$84.2M
|
-$16.3M
|
-259,710
|
-16%
|
|
|
2
|
Cresset Asset Management
Chicago,
Illinois
|
$36.1M
|
+$968K
|
+15,393
|
+3%
|
|
|
3
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$35.3M
|
+$1.38M
|
+21,891
|
+4%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$32.6M
|
-$2.46M
|
-39,132
|
-7%
|
|
|
5
|
Fidelity Investments
Boston,
Massachusetts
|
$31.7M
|
+$11.8M
|
+187,999
|
+59%
|
|
|
6
|
Fort Washington Investment Advisors
Cincinnati,
Ohio
|
$30.4M
|
+$30.6M
|
+486,000
|
New
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$25.1M
|
+$2.78M
|
+44,200
|
+12%
|
|
|
8
|
Wealthspire Advisors (New York)
New York
|
$25M
|
-$1.6M
|
-25,371
|
-6%
|
|
|
9
|
World Investment Advisors
Santa Barbara,
California
|
$22M
|
+$22.1M
|
+352,100
|
New
|
|
|
10
|
Brio Consultants
San Francisco,
California
|
$20.9M
|
-$232K
|
-3,696
|
-1%
|
|
|
11
|
US Bancorp
Minneapolis,
Minnesota
|
$20M
|
-$254K
|
-4,038
|
-1%
|
|
|
12
|
Kestra Investment Management
Austin,
Texas
|
$18.3M
|
+$18.4M
|
+292,002
|
New
|
|
|
13
|
Central Trust Company
Jefferson City,
Missouri
|
$18.1M
|
+$2.25M
|
+35,737
|
+14%
|
|
|
14
|
Truist Financial
Charlotte,
North Carolina
|
$17.8M
|
-$21.1K
|
-335
|
-0.1%
|
|
|
15
|
CMH Wealth Management
Portsmouth,
New Hampshire
|
$16.3M
|
-$114K
|
-1,815
|
-0.7%
|
|
|
16
|
Advisory Resource Group
Tulsa,
Oklahoma
|
$15.4M
|
+$1.01M
|
+16,006
|
+7%
|
|
|
17
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$14.5M
|
+$2.93M
|
+46,541
|
+25%
|
|
|
18
|
Focus Partners Wealth
Boston,
Massachusetts
|
$14.1M
|
+$1.97M
|
+31,313
|
+16%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$13.2M
|
-$1.37M
|
-21,795
|
-9%
|
|
|
20
|
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
|
$12.1M
|
-$439K
|
-6,985
|
-3%
|
|
|
21
|
Heritage Family Offices
Scottsdale,
Arizona
|
$12.1M
|
+$12.2M
|
+193,720
|
New
|
|
|
22
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$11.7M
|
+$11.8M
|
+187,187
|
New
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$11.2M
|
-$598K
|
-9,503
|
-5%
|
|
|
24
|
Kendall Capital Management
Rockville,
Maryland
|
$10.5M
|
+$666K
|
+10,594
|
+7%
|
|
|
25
|
Berger Financial Group
Plymouth,
Minnesota
|
$9.44M
|
+$167K
|
+2,660
|
+2%
|
|
