|
1
|
|
$219M
|
+$87.2M
|
+1,449,016
|
+61%
|
|
|
2
|
US Bancorp
Minneapolis,
Minnesota
|
$159M
|
+$5.27M
|
+87,662
|
+3%
|
|
|
3
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$90.8M
|
-$868K
|
-14,431
|
-0.9%
|
|
|
4
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$75.6M
|
+$6.51M
|
+108,213
|
+9%
|
|
|
5
|
Trust Company of Tennessee
Knoxville,
Tennessee
|
$66.7M
|
+$1.37M
|
+22,723
|
+2%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$56.4M
|
+$46.9M
|
+780,348
|
+382%
|
|
|
7
|
|
$52.7M
|
+$1.71M
|
+28,364
|
+3%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$44.8M
|
+$33.8M
|
+562,265
|
+257%
|
|
|
9
|
Heritage Financial Services
Westwood,
Massachusetts
|
$43.8M
|
+$1.83M
|
+30,408
|
+4%
|
|
|
10
|
Corient Private Wealth
Miami,
Florida
|
$38M
|
-$299K
|
-4,977
|
-0.7%
|
|
|
11
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$37M
|
-$8.72K
|
-145
|
-0%
|
|
|
12
|
Choreo LLC
Rockford,
Illinois
|
$33M
|
+$550K
|
+9,145
|
+2%
|
|
|
13
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$30M
|
+$641K
|
+10,654
|
+2%
|
|
|
14
|
Mission Wealth Management
Santa Barbara,
California
|
$29M
|
+$215K
|
+3,580
|
+0.7%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$24.1M
|
-$21.8M
|
-362,037
|
-46%
|
|
|
16
|
HighTower Advisors
Chicago,
Illinois
|
$23.3M
|
-$156K
|
-2,598
|
-0.6%
|
|
|
17
|
Charles Schwab Trust
Henderson,
Nevada
|
$23M
|
+$607K
|
+10,092
|
+3%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$21.8M
|
+$1.34M
|
+22,289
|
+6%
|
|
|
19
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$21.6M
|
-$294K
|
-4,895
|
-1%
|
|
|
20
|
Fiducient Advisors
Chicago,
Illinois
|
$21.1M
|
+$5.77M
|
+95,863
|
+35%
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$20.6M
|
+$4.22M
|
+70,146
|
+24%
|
|
|
22
|
|
$20.1M
|
+$5.73M
|
+95,304
|
+37%
|
|
|
23
|
Stephens Inc
Little Rock,
Arkansas
|
$18.5M
|
+$732K
|
+12,176
|
+4%
|
|
|
24
|
PGIM Custom Harvest
Newark,
New Jersey
|
$18.3M
|
-$993K
|
-16,500
|
-5%
|
|
|
25
|
|
$17.9M
|
+$781K
|
+12,982
|
+4%
|
|
