|
1
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$295M
|
+$293M
|
+3,937,624
|
New
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$243M
|
+$173M
|
+2,322,266
|
+253%
|
|
|
3
|
Fort Washington Investment Advisors
Cincinnati,
Ohio
|
$113M
|
–
|
–
|
–
|
|
|
4
|
Fidelity Investments
Boston,
Massachusetts
|
$65.7M
|
+$11.3M
|
+151,115
|
+21%
|
|
|
5
|
Coldstream Capital Management
Bellevue,
Washington
|
$63.5M
|
-$5.05M
|
-67,808
|
-7%
|
|
|
6
|
Focus Partners Wealth
Boston,
Massachusetts
|
$56.8M
|
+$19.6M
|
+262,684
|
+53%
|
|
|
7
|
Central Trust Company
Jefferson City,
Missouri
|
$56M
|
+$4.04M
|
+54,284
|
+8%
|
|
|
8
|
Cresset Asset Management
Chicago,
Illinois
|
$48.3M
|
+$3.04M
|
+40,881
|
+7%
|
|
|
9
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$39.2M
|
+$27.2K
|
+365
|
+0.1%
|
|
|
10
|
Wealthspire Advisors (New York)
New York
|
$38M
|
+$568K
|
+7,623
|
+2%
|
|
|
11
|
William Blair & Company
Chicago,
Illinois
|
$36M
|
+$21.8M
|
+292,966
|
+157%
|
|
|
12
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$35.3M
|
+$2.02M
|
+27,082
|
+6%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$29.9M
|
+$3.1M
|
+41,597
|
+12%
|
|
|
14
|
Raymond James Financial
St Petersburg,
Florida
|
$26.7M
|
+$12.3M
|
+164,551
|
+86%
|
|
|
15
|
Kendall Capital Management
Rockville,
Maryland
|
$26.4M
|
+$1.61M
|
+21,564
|
+7%
|
|
|
16
|
US Bancorp
Minneapolis,
Minnesota
|
$25.5M
|
+$1.89M
|
+25,436
|
+8%
|
|
|
17
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$24.2M
|
-$350K
|
-4,702
|
-1%
|
|
|
18
|
World Investment Advisors
Santa Barbara,
California
|
$24.2M
|
-$389K
|
-5,228
|
-2%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$24.1M
|
+$2.91M
|
+39,030
|
+14%
|
|
|
20
|
Diesslin Group
Fort Worth,
Texas
|
$22.7M
|
+$22.6M
|
+303,061
|
New
|
|
|
21
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$19.5M
|
+$710K
|
+9,539
|
+4%
|
|
|
22
|
Congress Asset Management
Boston,
Massachusetts
|
$18M
|
+$9.45M
|
+126,878
|
+112%
|
|
|
23
|
Heritage Family Offices
Scottsdale,
Arizona
|
$16.8M
|
+$415K
|
+5,567
|
+3%
|
|
|
24
|
Truist Financial
Charlotte,
North Carolina
|
$16.8M
|
+$1.93M
|
+25,873
|
+13%
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
$15.6M
|
-$4.37M
|
-58,656
|
-22%
|
|
