|
1
|
|
$156M
|
+$12.4M
|
+239,161
|
+9%
|
|
|
2
|
US Bancorp
Minneapolis,
Minnesota
|
$142M
|
+$15.7M
|
+303,076
|
+13%
|
|
|
3
|
Charles Schwab
San Francisco,
California
|
$137M
|
+$131M
|
+2,515,901
|
+6,468%
|
|
|
4
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$92M
|
+$74.5M
|
+1,435,359
|
+507%
|
|
|
5
|
Trust Company of Tennessee
Knoxville,
Tennessee
|
$61.1M
|
+$59.1M
|
+1,139,943
|
New
|
|
|
6
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$58.6M
|
+$3.02M
|
+58,262
|
+6%
|
|
|
7
|
|
$46M
|
+$839K
|
+16,169
|
+2%
|
|
|
8
|
Heritage Financial Services
Westwood,
Massachusetts
|
$38.3M
|
+$2.64M
|
+50,814
|
+8%
|
|
|
9
|
Corient Private Wealth
Miami,
Florida
|
$35.5M
|
+$382K
|
+7,372
|
+1%
|
|
|
10
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$34.9M
|
+$8.2M
|
+158,072
|
+32%
|
|
|
11
|
Choreo LLC
Rockford,
Illinois
|
$30.2M
|
+$371K
|
+7,150
|
+1%
|
|
|
12
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$28.3M
|
+$526K
|
+10,141
|
+2%
|
|
|
13
|
Mission Wealth Management
Santa Barbara,
California
|
$27M
|
-$929K
|
-17,902
|
-3%
|
|
|
14
|
Charles Schwab Trust
Henderson,
Nevada
|
$25M
|
+$717K
|
+13,825
|
+3%
|
|
|
15
|
Rockbridge Investment Management
Syracuse,
New York
|
$24.1M
|
+$372K
|
+7,163
|
+2%
|
|
|
16
|
HighTower Advisors
Chicago,
Illinois
|
$21.5M
|
+$20.8M
|
+401,672
|
New
|
|
|
17
|
Rakuten Investment Management
Tokyo,
Japan
|
$21.5M
|
+$2.87M
|
+55,400
|
+16%
|
|
|
18
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$20.8M
|
+$19.9M
|
+383,808
|
+8,376%
|
|
|
19
|
S.R. Schill & Associates
Mercer Island,
Washington
|
$20.2M
|
+$3.81M
|
+73,395
|
+24%
|
|
|
20
|
PGIM Custom Harvest
Newark,
New Jersey
|
$18.9M
|
+$9.67M
|
+186,353
|
+113%
|
|
|
21
|
Stephens Inc
Little Rock,
Arkansas
|
$17.2M
|
+$640K
|
+12,339
|
+4%
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$15.9M
|
+$783K
|
+15,092
|
+5%
|
|
|
23
|
|
$15.9M
|
-$530K
|
-10,218
|
-3%
|
|
|
24
|
Sumitomo Life Insurance
Tokyo,
Japan
|
$15.4M
|
+$3.64M
|
+70,200
|
+31%
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$15.4M
|
-$42.6K
|
-822
|
-0.3%
|
|
