|
1
|
|
$225M
|
+$4.87M
|
+84,006
|
+2%
|
|
|
2
|
US Bancorp
Minneapolis,
Minnesota
|
$168M
|
+$8.14M
|
+140,593
|
+5%
|
|
|
3
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$90.6M
|
-$584K
|
-10,076
|
-0.6%
|
|
|
4
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$88.3M
|
+$12.4M
|
+213,501
|
+16%
|
|
|
5
|
Trust Company of Tennessee
Knoxville,
Tennessee
|
$57.2M
|
-$9.93M
|
-171,414
|
-15%
|
|
|
6
|
|
$54.9M
|
+$1.92M
|
+33,067
|
+4%
|
|
|
7
|
Johns Hopkins University
Baltimore,
Maryland
|
$50M
|
+$50.3M
|
+868,007
|
New
|
|
|
8
|
Heritage Financial Services
Westwood,
Massachusetts
|
$41.9M
|
-$2.11M
|
-36,492
|
-5%
|
|
|
9
|
Corient Private Wealth
Miami,
Florida
|
$38.5M
|
+$322K
|
+5,568
|
+0.8%
|
|
|
10
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$34M
|
-$3.09M
|
-53,418
|
-9%
|
|
|
11
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$33.3M
|
+$26.5M
|
+457,121
|
+376%
|
|
|
12
|
Rakuten Investment Management
Tokyo,
Japan
|
$33M
|
+$33.5M
|
+578,431
|
New
|
|
|
13
|
Choreo LLC
Rockford,
Illinois
|
$31.8M
|
-$1.31M
|
-22,535
|
-4%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$31.4M
|
-$13.7M
|
-235,732
|
-30%
|
|
|
15
|
Mission Wealth Management
Santa Barbara,
California
|
$29.8M
|
+$634K
|
+10,953
|
+2%
|
|
|
16
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$28.4M
|
-$1.73M
|
-29,817
|
-6%
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$24.8M
|
-$32.1M
|
-554,721
|
-56%
|
|
|
18
|
Fiducient Advisors
Chicago,
Illinois
|
$23.8M
|
+$2.6M
|
+44,857
|
+12%
|
|
|
19
|
HighTower Advisors
Chicago,
Illinois
|
$23.7M
|
+$220K
|
+3,790
|
+0.9%
|
|
|
20
|
Charles Schwab Trust
Henderson,
Nevada
|
$23.1M
|
+$24.4K
|
+422
|
+0.1%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$22.9M
|
-$1.29M
|
-22,295
|
-5%
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$21M
|
+$316K
|
+5,456
|
+2%
|
|
|
23
|
|
$19.2M
|
-$1.05M
|
-18,161
|
-5%
|
|
|
24
|
Pacific Life Fund Advisors
Newport Beach,
California
|
$19M
|
+$19.1M
|
+329,119
|
New
|
|
|
25
|
Rodgers & Associates
Lancaster,
Pennsylvania
|
$18.6M
|
+$1.52M
|
+26,202
|
+9%
|
|
