|
1
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$119M
|
+$99.1M
|
+1,417,261
|
+428%
|
|
|
2
|
Coldstream Capital Management
Bellevue,
Washington
|
$108M
|
+$39M
|
+558,372
|
+54%
|
|
|
3
|
Fort Washington Investment Advisors
Cincinnati,
Ohio
|
$92.8M
|
+$29.9M
|
+427,780
|
+46%
|
|
|
4
|
Fidelity Investments
Boston,
Massachusetts
|
$59.3M
|
+$10.9M
|
+155,222
|
+22%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$52M
|
+$15.7M
|
+223,880
|
+41%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$46.8M
|
+$15.8M
|
+225,718
|
+49%
|
|
|
7
|
Cresset Asset Management
Chicago,
Illinois
|
$43.2M
|
+$2.58M
|
+36,934
|
+6%
|
|
|
8
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$37.8M
|
-$511K
|
-7,302
|
-1%
|
|
|
9
|
Kestra Investment Management
Austin,
Texas
|
$37.4M
|
+$15.3M
|
+219,514
|
+66%
|
|
|
10
|
Wealthspire Advisors (New York)
New York
|
$31.9M
|
+$2.98M
|
+42,569
|
+10%
|
|
|
11
|
Central Trust Company
Jefferson City,
Missouri
|
$30.4M
|
+$8.03M
|
+114,904
|
+35%
|
|
|
12
|
Truist Financial
Charlotte,
North Carolina
|
$24.5M
|
+$5.06M
|
+72,318
|
+25%
|
|
|
13
|
US Bancorp
Minneapolis,
Minnesota
|
$24M
|
+$2.49M
|
+35,554
|
+11%
|
|
|
14
|
World Investment Advisors
Santa Barbara,
California
|
$23.5M
|
-$122K
|
-1,743
|
-0.5%
|
|
|
15
|
Brio Consultants
San Francisco,
California
|
$22.5M
|
-$108K
|
-1,543
|
-0.5%
|
|
|
16
|
Kendall Capital Management
Rockville,
Maryland
|
$19.9M
|
+$8.06M
|
+115,244
|
+65%
|
|
|
17
|
CMH Wealth Management
Portsmouth,
New Hampshire
|
$17.6M
|
+$81.7K
|
+1,169
|
+0.5%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$16.9M
|
+$4.17M
|
+59,639
|
+32%
|
|
|
19
|
Focus Partners Wealth
Boston,
Massachusetts
|
$15.2M
|
+$475K
|
+6,798
|
+3%
|
|
|
20
|
William Blair & Company
Chicago,
Illinois
|
$15.1M
|
+$9.9M
|
+141,591
|
+174%
|
|
|
21
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$14.2M
|
+$643K
|
+9,201
|
+5%
|
|
|
22
|
Heritage Family Offices
Scottsdale,
Arizona
|
$13M
|
+$95.3K
|
+1,363
|
+0.7%
|
|
|
23
|
HighTower Advisors
Chicago,
Illinois
|
$11.6M
|
+$2.35M
|
+33,656
|
+25%
|
|
|
24
|
Raymond James Financial
St Petersburg,
Florida
|
$11.3M
|
+$11.6M
|
+165,707
|
New
|
|
|
25
|
Berger Financial Group
Plymouth,
Minnesota
|
$11.1M
|
+$334K
|
+4,776
|
+3%
|
|
