|
1
|
Glenmede Investment Management
Philadelphia,
Pennsylvania
|
$199M
|
+$186M
|
+2,930,717
|
New
|
|
|
2
|
Fort Washington Investment Advisors
Cincinnati,
Ohio
|
$102M
|
–
|
–
|
–
|
|
|
3
|
Coldstream Capital Management
Bellevue,
Washington
|
$65.8M
|
-$15.1M
|
-238,148
|
-20%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$55.3M
|
+$682K
|
+10,761
|
+1%
|
|
|
5
|
Central Trust Company
Jefferson City,
Missouri
|
$42.1M
|
+$4.83M
|
+76,222
|
+14%
|
|
|
6
|
Fidelity Investments
Boston,
Massachusetts
|
$41.3M
|
-$9.08M
|
-143,315
|
-19%
|
|
|
7
|
Cresset Asset Management
Chicago,
Illinois
|
$36.9M
|
-$9.44M
|
-149,028
|
-21%
|
|
|
8
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$35.3M
|
-$1.8M
|
-28,407
|
-5%
|
|
|
9
|
Wealthspire Advisors (New York)
New York
|
$34.1M
|
+$1.36M
|
+21,416
|
+4%
|
|
|
10
|
Focus Partners Wealth
Boston,
Massachusetts
|
$33.3M
|
+$5.5M
|
+86,857
|
+21%
|
|
|
11
|
World Investment Advisors
Santa Barbara,
California
|
$23M
|
-$306K
|
-4,833
|
-1%
|
|
|
12
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$23M
|
-$1.03M
|
-16,176
|
-5%
|
|
|
13
|
US Bancorp
Minneapolis,
Minnesota
|
$22.1M
|
-$906K
|
-14,293
|
-4%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$21.9M
|
+$2.97M
|
+46,896
|
+17%
|
|
|
15
|
Kendall Capital Management
Rockville,
Maryland
|
$21M
|
+$473K
|
+7,457
|
+2%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$19M
|
+$11.8M
|
+186,649
|
+200%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$17.4M
|
+$299K
|
+4,723
|
+2%
|
|
|
18
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$16M
|
+$1.23M
|
+19,353
|
+9%
|
|
|
19
|
William Blair & Company
Chicago,
Illinois
|
$14.4M
|
-$348K
|
-5,498
|
-3%
|
|
|
20
|
Heritage Family Offices
Scottsdale,
Arizona
|
$13.8M
|
-$507
|
-8
|
-0%
|
|
|
21
|
Truist Financial
Charlotte,
North Carolina
|
$12.6M
|
-$8.58M
|
-135,427
|
-42%
|
|
|
22
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$12.2M
|
+$7.36M
|
+116,155
|
+182%
|
|
|
23
|
City National Bank of Florida
Miami,
Florida
|
$11.6M
|
+$1.85M
|
+29,214
|
+21%
|
|
|
24
|
Simplicity Wealth
Summit,
New Jersey
|
$11.6M
|
+$1.95M
|
+30,733
|
+22%
|
|
|
25
|
Brio Consultants
San Francisco,
California
|
$11.5M
|
-$1.44M
|
-22,703
|
-12%
|
|
