|
1
|
Coldstream Capital Management
Bellevue,
Washington
|
$69.7M
|
-$20.6M
|
-315,042
|
-23%
|
|
|
2
|
Fort Washington Investment Advisors
Cincinnati,
Ohio
|
$63.4M
|
+$29.4M
|
+450,200
|
+93%
|
|
|
3
|
Fidelity Investments
Boston,
Massachusetts
|
$48.6M
|
+$13.7M
|
+210,399
|
+42%
|
|
|
4
|
Cresset Asset Management
Chicago,
Illinois
|
$40.5M
|
+$1.39M
|
+21,244
|
+4%
|
|
|
5
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$38.1M
|
-$62.9K
|
-964
|
-0.2%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$36.7M
|
+$1.37M
|
+21,044
|
+4%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$31.3M
|
+$4.01M
|
+61,458
|
+15%
|
|
|
8
|
Wealthspire Advisors (New York)
New York
|
$28.9M
|
+$1.82M
|
+27,823
|
+7%
|
|
|
9
|
World Investment Advisors
Santa Barbara,
California
|
$23.5M
|
-$338K
|
-5,176
|
-1%
|
|
|
10
|
Brio Consultants
San Francisco,
California
|
$22.5M
|
-$79.7K
|
-1,222
|
-0.4%
|
|
|
11
|
Central Trust Company
Jefferson City,
Missouri
|
$22.5M
|
+$2.79M
|
+42,840
|
+15%
|
|
|
12
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$22.4M
|
+$6.56M
|
+100,503
|
+44%
|
|
|
13
|
Kestra Investment Management
Austin,
Texas
|
$22.4M
|
+$2.5M
|
+38,253
|
+13%
|
|
|
14
|
US Bancorp
Minneapolis,
Minnesota
|
$21.5M
|
-$154K
|
-2,361
|
-0.7%
|
|
|
15
|
Truist Financial
Charlotte,
North Carolina
|
$19.5M
|
+$253K
|
+3,874
|
+1%
|
|
|
16
|
CMH Wealth Management
Portsmouth,
New Hampshire
|
$17.5M
|
-$123K
|
-1,892
|
-0.7%
|
|
|
17
|
Focus Partners Wealth
Boston,
Massachusetts
|
$14.6M
|
-$601K
|
-9,209
|
-4%
|
|
|
18
|
Heritage Family Offices
Scottsdale,
Arizona
|
$12.8M
|
-$295K
|
-4,518
|
-2%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$12.8M
|
+$668K
|
+10,235
|
+6%
|
|
|
20
|
Kendall Capital Management
Rockville,
Maryland
|
$12M
|
+$627K
|
+9,606
|
+6%
|
|
|
21
|
Berger Financial Group
Plymouth,
Minnesota
|
$10.8M
|
+$543K
|
+8,318
|
+6%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$9.65M
|
-$4.47M
|
-68,483
|
-32%
|
|
|
23
|
HighTower Advisors
Chicago,
Illinois
|
$9.29M
|
+$256K
|
+3,923
|
+3%
|
|
|
24
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$9M
|
-$684K
|
-10,487
|
-7%
|
|
|
25
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$9M
|
-$684K
|
-10,487
|
-7%
|
|
