|
1
|
Bank of America
Charlotte,
North Carolina
|
$526M
|
-$18.7M
|
-251,963
|
-4%
|
|
|
2
|
|
$515M
|
+$47.7M
|
+640,475
|
+10%
|
|
|
3
|
Ferguson Wellman Capital Management
Portland,
Oregon
|
$418M
|
-$365K
|
-4,906
|
-0.1%
|
|
|
4
|
|
$355M
|
+$3.66M
|
+49,213
|
+1%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$268M
|
-$3.33M
|
-44,695
|
-1%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$200M
|
+$34.9M
|
+469,335
|
+22%
|
|
|
7
|
|
$196M
|
+$35.7M
|
+479,577
|
+23%
|
|
|
8
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$168M
|
+$75.4M
|
+1,012,918
|
+85%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$156M
|
+$31.7M
|
+425,837
|
+26%
|
|
|
10
|
Focus Partners Wealth
Boston,
Massachusetts
|
$144M
|
+$6.95M
|
+93,398
|
+5%
|
|
|
11
|
German American Bancorp
Jasper,
Indiana
|
$135M
|
+$7.37M
|
+99,029
|
+6%
|
|
|
12
|
|
$126M
|
+$10.2M
|
+137,132
|
+9%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$121M
|
+$43.6M
|
+586,114
|
+58%
|
|
|
14
|
|
$112M
|
+$110M
|
+1,474,488
|
New
|
|
|
15
|
Winthrop Advisory Group
Boston,
Massachusetts
|
$105M
|
+$8.31M
|
+111,706
|
+9%
|
|
|
16
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$105M
|
-$2.51M
|
-33,708
|
-2%
|
|
|
17
|
Sand Hill Global Advisors
Palo Alto,
California
|
$98.3M
|
+$74.3K
|
+998
|
+0.1%
|
|
|
18
|
Wealthspire Advisors (New York)
New York
|
$89.8M
|
+$86.9M
|
+1,167,371
|
+9,132%
|
|
|
19
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$82.9M
|
+$383K
|
+5,151
|
+0.5%
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$80.6M
|
+$7.24M
|
+97,356
|
+10%
|
|
|
21
|
Calamos Wealth Management
Naperville,
Illinois
|
$79.1M
|
+$376K
|
+5,057
|
+0.5%
|
|
|
22
|
Abundance Wealth Counselors
State College,
Pennsylvania
|
$78.7M
|
+$38.8M
|
+521,317
|
+102%
|
|
|
23
|
Regions Financial Corp
Birmingham,
Alabama
|
$76.3M
|
+$5.09M
|
+68,435
|
+7%
|
|
|
24
|
Tompkins Financial
Ithaca,
New York
|
$74.8M
|
+$17.4M
|
+233,993
|
+31%
|
|
|
25
|
TLWM Financial
San Antonio,
Texas
|
$71.7M
|
+$162K
|
+2,177
|
+0.2%
|
|
