|
1
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$337M
|
+$37.5M
|
+475,969
|
+12%
|
|
|
2
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$234M
|
+$200M
|
+2,536,353
|
+485%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$162M
|
-$88.5M
|
-1,122,480
|
-35%
|
|
|
4
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$132M
|
+$136M
|
+1,729,040
|
+147,152%
|
|
|
5
|
Fort Washington Investment Advisors
Cincinnati,
Ohio
|
$115M
|
–
|
–
|
–
|
|
|
6
|
Central Trust Company
Jefferson City,
Missouri
|
$72.5M
|
+$15.9M
|
+202,293
|
+27%
|
|
|
7
|
Fidelity Investments
Boston,
Massachusetts
|
$71.8M
|
+$4.99M
|
+63,264
|
+7%
|
|
|
8
|
Coldstream Capital Management
Bellevue,
Washington
|
$59.2M
|
-$5.74M
|
-72,819
|
-9%
|
|
|
9
|
Focus Partners Wealth
Boston,
Massachusetts
|
$58.3M
|
+$449K
|
+5,700
|
+0.8%
|
|
|
10
|
Cresset Asset Management
Chicago,
Illinois
|
$50.4M
|
+$1.19M
|
+15,050
|
+2%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$44.6M
|
+$14.6M
|
+184,772
|
+46%
|
|
|
12
|
Wealthspire Advisors (New York)
New York
|
$41.3M
|
+$2.58M
|
+32,749
|
+6%
|
|
|
13
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$38.4M
|
+$2.47M
|
+31,278
|
+7%
|
|
|
14
|
Raymond James Financial
St Petersburg,
Florida
|
$34M
|
+$6.95M
|
+88,124
|
+25%
|
|
|
15
|
William Blair & Company
Chicago,
Illinois
|
$31.6M
|
-$5.17M
|
-65,546
|
-14%
|
|
|
16
|
US Bancorp
Minneapolis,
Minnesota
|
$29M
|
+$3.07M
|
+38,997
|
+11%
|
|
|
17
|
Kendall Capital Management
Rockville,
Maryland
|
$27.1M
|
+$164K
|
+2,075
|
+0.6%
|
|
|
18
|
|
$25.4M
|
+$20.4M
|
+258,457
|
+301%
|
|
|
19
|
Truist Financial
Charlotte,
North Carolina
|
$23.1M
|
+$6.13M
|
+77,793
|
+35%
|
|
|
20
|
Diesslin Group
Fort Worth,
Texas
|
$22.2M
|
-$936K
|
-11,868
|
-4%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$21M
|
+$5.41M
|
+68,621
|
+33%
|
|
|
22
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$20.7M
|
+$931K
|
+11,812
|
+5%
|
|
|
23
|
Westwood Holdings Group
Dallas,
Texas
|
$19.9M
|
+$4.64M
|
+58,909
|
+29%
|
|
|
24
|
Congress Asset Management
Boston,
Massachusetts
|
$18.3M
|
-$86.3K
|
-1,094
|
-0.5%
|
|
|
25
|
LPL Financial
San Diego,
California
|
$16.4M
|
+$2.56M
|
+32,422
|
+18%
|
|
