|
1
|
US Bancorp
Minneapolis,
Minnesota
|
$165M
|
+$2.28M
|
+39,016
|
+1%
|
|
|
2
|
|
$146M
|
-$31.9M
|
-546,637
|
-19%
|
|
|
3
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$98.4M
|
-$7.03M
|
-120,375
|
-7%
|
|
|
4
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$74.6M
|
+$6.91M
|
+118,381
|
+11%
|
|
|
5
|
Trust Company of Tennessee
Knoxville,
Tennessee
|
$70.3M
|
+$62.3K
|
+1,068
|
+0.1%
|
|
|
6
|
|
$54.9M
|
+$1.84M
|
+31,597
|
+4%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$48.1M
|
+$30.5M
|
+522,928
|
+202%
|
|
|
8
|
Heritage Financial Services
Westwood,
Massachusetts
|
$45.2M
|
+$1.1M
|
+18,846
|
+3%
|
|
|
9
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$37.9M
|
-$2.02M
|
-34,523
|
-5%
|
|
|
10
|
Choreo LLC
Rockford,
Illinois
|
$34.6M
|
-$197K
|
-3,380
|
-0.6%
|
|
|
11
|
Kestra Investment Management
Austin,
Texas
|
$33.8M
|
+$32M
|
+548,867
|
New
|
|
|
12
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$31.6M
|
-$873K
|
-14,949
|
-3%
|
|
|
13
|
Mission Wealth Management
Santa Barbara,
California
|
$30.9M
|
-$127K
|
-2,172
|
-0.4%
|
|
|
14
|
Rakuten Investment Management
Tokyo,
Japan
|
$26.6M
|
+$1.69M
|
+28,900
|
+7%
|
|
|
15
|
HighTower Advisors
Chicago,
Illinois
|
$25.2M
|
+$457K
|
+7,832
|
+2%
|
|
|
16
|
Charles Schwab Trust
Henderson,
Nevada
|
$24.1M
|
-$4.4M
|
-75,304
|
-16%
|
|
|
17
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$23.5M
|
-$383K
|
-6,567
|
-2%
|
|
|
18
|
Blueprint Investment Partners
Greensboro,
North Carolina
|
$23.4M
|
+$11.2M
|
+191,425
|
+101%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$22M
|
+$4.09M
|
+70,058
|
+24%
|
|
|
20
|
S.R. Schill & Associates
Mercer Island,
Washington
|
$21.3M
|
-$1.79M
|
-30,688
|
-8%
|
|
|
21
|
PGIM Custom Harvest
Newark,
New Jersey
|
$20.7M
|
-$908K
|
-15,551
|
-4%
|
|
|
22
|
Rockbridge Investment Management
Syracuse,
New York
|
$19.2M
|
-$8.05M
|
-137,850
|
-31%
|
|
|
23
|
Stephens Inc
Little Rock,
Arkansas
|
$19.2M
|
-$639K
|
-10,940
|
-3%
|
|
|
24
|
|
$18.4M
|
+$179K
|
+3,059
|
+1%
|
|
|
25
|
Financial & Tax Architects
St Louis,
Missouri
|
$18M
|
+$17M
|
+291,874
|
New
|
|
