|
1
|
|
$266M
|
+$14.6M
|
+252,286
|
+6%
|
|
|
2
|
US Bancorp
Minneapolis,
Minnesota
|
$160M
|
-$2.23M
|
-38,478
|
-1%
|
|
|
3
|
|
$123M
|
+$65.8M
|
+1,136,903
|
+111%
|
|
|
4
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$105M
|
+$5.36M
|
+92,589
|
+5%
|
|
|
5
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$99.5M
|
+$101M
|
+1,746,031
|
New
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$81.6M
|
+$66.7M
|
+1,151,914
|
+409%
|
|
|
7
|
Trust Company of Tennessee
Knoxville,
Tennessee
|
$63.1M
|
+$1.34M
|
+23,120
|
+2%
|
|
|
8
|
|
$49.7M
|
+$71.8K
|
+1,240
|
+0.1%
|
|
|
9
|
Heritage Financial Services
Westwood,
Massachusetts
|
$49.4M
|
+$5.17M
|
+89,348
|
+11%
|
|
|
10
|
Disciplina Capital Management
Nashville,
Tennessee
|
$43.8M
|
+$4.79M
|
+82,788
|
+12%
|
|
|
11
|
Rakuten Investment Management
Tokyo,
Japan
|
$43.2M
|
–
|
–
|
–
|
|
|
12
|
LPL Financial
San Diego,
California
|
$38.9M
|
-$409K
|
-7,064
|
-1%
|
|
|
13
|
Corient Private Wealth
Miami,
Florida
|
$37.2M
|
+$3.19M
|
+55,121
|
+9%
|
|
|
14
|
Two Sigma Investments
New York
|
$35.6M
|
+$36.2M
|
+624,700
|
New
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$33.6M
|
+$8.56M
|
+147,838
|
+33%
|
|
|
16
|
HighTower Advisors
Chicago,
Illinois
|
$32.1M
|
+$2.38M
|
+41,028
|
+8%
|
|
|
17
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$30.6M
|
+$1.11M
|
+19,119
|
+4%
|
|
|
18
|
Mission Wealth Management
Santa Barbara,
California
|
$30.1M
|
+$175K
|
+3,030
|
+0.6%
|
|
|
19
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$28.1M
|
+$1.13M
|
+19,467
|
+4%
|
|
|
20
|
Choreo LLC
Rockford,
Illinois
|
$25.3M
|
-$746K
|
-12,877
|
-3%
|
|
|
21
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$24M
|
-$2.8M
|
-48,284
|
-10%
|
|
|
22
|
Charles Schwab Trust
Henderson,
Nevada
|
$23.8M
|
-$387K
|
-6,683
|
-2%
|
|
|
23
|
Rodgers & Associates
Lancaster,
Pennsylvania
|
$21.4M
|
+$1.29M
|
+22,274
|
+6%
|
|
|
24
|
93 Financial Group
Woburn,
Massachusetts
|
$20.8M
|
+$21.2M
|
+365,381
|
New
|
|
|
25
|
Stephens Inc
Little Rock,
Arkansas
|
$20.5M
|
+$2.05M
|
+35,324
|
+11%
|
|
