|
1
|
Glenmede Investment Management
Philadelphia,
Pennsylvania
|
$251M
|
+$33.8M
|
+473,942
|
+16%
|
|
|
2
|
Fort Washington Investment Advisors
Cincinnati,
Ohio
|
$111M
|
–
|
–
|
–
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$67.6M
|
+$7.11M
|
+99,752
|
+12%
|
|
|
4
|
Coldstream Capital Management
Bellevue,
Washington
|
$67.5M
|
-$3.92M
|
-55,040
|
-6%
|
|
|
5
|
Fidelity Investments
Boston,
Massachusetts
|
$53.5M
|
+$8.29M
|
+116,362
|
+19%
|
|
|
6
|
Central Trust Company
Jefferson City,
Missouri
|
$51.1M
|
+$5.13M
|
+72,020
|
+12%
|
|
|
7
|
Cresset Asset Management
Chicago,
Illinois
|
$44.5M
|
+$4.24M
|
+59,500
|
+11%
|
|
|
8
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$38.5M
|
+$153K
|
+2,150
|
+0.4%
|
|
|
9
|
Wealthspire Advisors (New York)
New York
|
$36.9M
|
-$244K
|
-3,426
|
-0.7%
|
|
|
10
|
Focus Partners Wealth
Boston,
Massachusetts
|
$36.5M
|
+$276K
|
+3,873
|
+0.8%
|
|
|
11
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$32.7M
|
+$23.4M
|
+328,098
|
+283%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$26.4M
|
+$2.44M
|
+34,192
|
+11%
|
|
|
13
|
Kendall Capital Management
Rockville,
Maryland
|
$24.4M
|
+$1.48M
|
+20,802
|
+7%
|
|
|
14
|
World Investment Advisors
Santa Barbara,
California
|
$24.2M
|
-$748K
|
-10,502
|
-3%
|
|
|
15
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$24.2M
|
-$748K
|
-10,502
|
-3%
|
|
|
16
|
US Bancorp
Minneapolis,
Minnesota
|
$23.3M
|
-$755K
|
-10,595
|
-3%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$20.7M
|
+$131K
|
+1,841
|
+0.7%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$19.6M
|
+$703K
|
+9,862
|
+4%
|
|
|
19
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$18.6M
|
+$1.16M
|
+16,212
|
+7%
|
|
|
20
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$18.5M
|
+$5.01M
|
+70,363
|
+39%
|
|
|
21
|
Heritage Family Offices
Scottsdale,
Arizona
|
$16.2M
|
-$51.6K
|
-724
|
-0.3%
|
|
|
22
|
Truist Financial
Charlotte,
North Carolina
|
$14.6M
|
+$935K
|
+13,120
|
+7%
|
|
|
23
|
Raymond James Financial
St Petersburg,
Florida
|
$14.2M
|
+$2.42M
|
+33,994
|
+21%
|
|
|
24
|
William Blair & Company
Chicago,
Illinois
|
$13.8M
|
-$1.8M
|
-25,315
|
-12%
|
|
|
25
|
City National Bank of Florida
Miami,
Florida
|
$12.5M
|
-$108K
|
-1,518
|
-0.9%
|
|
