|
1
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$141M
|
+$34.6M
|
+513,503
|
+29%
|
|
|
2
|
Fort Washington Investment Advisors
Cincinnati,
Ohio
|
$94.1M
|
+$9.48M
|
+140,670
|
+10%
|
|
|
3
|
Coldstream Capital Management
Bellevue,
Washington
|
$75.6M
|
-$25.5M
|
-378,938
|
-24%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$50.4M
|
+$7.91M
|
+117,434
|
+17%
|
|
|
5
|
Fidelity Investments
Boston,
Massachusetts
|
$47.1M
|
-$8.04M
|
-119,375
|
-14%
|
|
|
6
|
Cresset Asset Management
Chicago,
Illinois
|
$43.4M
|
+$3.92M
|
+58,112
|
+9%
|
|
|
7
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$34.3M
|
-$457K
|
-6,778
|
-1%
|
|
|
8
|
Central Trust Company
Jefferson City,
Missouri
|
$34.1M
|
+$6.63M
|
+98,309
|
+22%
|
|
|
9
|
Wealthspire Advisors (New York)
New York
|
$30.1M
|
+$848K
|
+12,590
|
+3%
|
|
|
10
|
Focus Partners Wealth
Boston,
Massachusetts
|
$25.3M
|
+$12.2M
|
+181,728
|
+82%
|
|
|
11
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$22.2M
|
+$23.9M
|
+354,819
|
New
|
|
|
12
|
World Investment Advisors
Santa Barbara,
California
|
$21.5M
|
-$80.5K
|
-1,195
|
-0.3%
|
|
|
13
|
US Bancorp
Minneapolis,
Minnesota
|
$21.3M
|
-$850K
|
-12,613
|
-4%
|
|
|
14
|
Truist Financial
Charlotte,
North Carolina
|
$20.1M
|
-$2.69M
|
-39,898
|
-11%
|
|
|
15
|
Kendall Capital Management
Rockville,
Maryland
|
$19M
|
+$690K
|
+10,239
|
+3%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$17.3M
|
+$1.91M
|
+28,412
|
+11%
|
|
|
17
|
CMH Wealth Management
Portsmouth,
New Hampshire
|
$16.2M
|
-$31.3K
|
-464
|
-0.2%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$15.7M
|
-$34.6M
|
-513,616
|
-67%
|
|
|
19
|
Heritage Family Offices
Scottsdale,
Arizona
|
$13.8M
|
+$1.98M
|
+29,434
|
+15%
|
|
|
20
|
William Blair & Company
Chicago,
Illinois
|
$13.6M
|
-$333K
|
-4,941
|
-2%
|
|
|
21
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$13.6M
|
+$528K
|
+7,838
|
+4%
|
|
|
22
|
Harbor Capital Advisors
Chicago,
Illinois
|
$12.7M
|
+$13.7M
|
+202,985
|
New
|
|
|
23
|
Brio Consultants
San Francisco,
California
|
$12M
|
-$9.37M
|
-139,041
|
-42%
|
|
|
24
|
Raymond James Financial
St Petersburg,
Florida
|
$11.5M
|
+$1.23M
|
+18,275
|
+11%
|
|
|
25
|
Congress Asset Management
Boston,
Massachusetts
|
$11.1M
|
+$5.44M
|
+80,686
|
+84%
|
|
