|
1
|
Bank of America
Charlotte,
North Carolina
|
$366M
|
+$17.8M
|
+284,654
|
+5%
|
|
|
2
|
|
$345M
|
+$51.6M
|
+825,379
|
+18%
|
|
|
3
|
|
$280M
|
-$565K
|
-9,031
|
-0.2%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$174M
|
-$659K
|
-10,538
|
-0.4%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$118M
|
+$22.2M
|
+355,253
|
+24%
|
|
|
6
|
German American Bancorp
Jasper,
Indiana
|
$105M
|
+$3.12M
|
+49,962
|
+3%
|
|
|
7
|
Focus Partners Wealth
Boston,
Massachusetts
|
$102M
|
+$4.47M
|
+71,531
|
+5%
|
|
|
8
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$92.9M
|
-$1.77M
|
-28,277
|
-2%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$83.8M
|
+$6.95M
|
+111,236
|
+9%
|
|
|
10
|
|
$80.7M
|
+$3.52M
|
+56,282
|
+5%
|
|
|
11
|
Glenmede Investment Management
Philadelphia,
Pennsylvania
|
$69.6M
|
+$1.85M
|
+29,665
|
+3%
|
|
|
12
|
Cliffwater
Marina Del Rey,
California
|
$68.2M
|
–
|
–
|
–
|
|
|
13
|
Winthrop Advisory Group
Boston,
Massachusetts
|
$68.1M
|
+$4.94M
|
+78,982
|
+8%
|
|
|
14
|
Regions Financial Corp
Birmingham,
Alabama
|
$65.9M
|
-$2.68M
|
-42,796
|
-4%
|
|
|
15
|
Calamos Wealth Management
Naperville,
Illinois
|
$62.4M
|
+$3.92M
|
+62,648
|
+7%
|
|
|
16
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$58.1M
|
+$978K
|
+15,647
|
+2%
|
|
|
17
|
GM Advisory Group
Melville,
New York
|
$57.7M
|
+$3.62M
|
+57,971
|
+7%
|
|
|
18
|
|
$57.2M
|
-$17.5M
|
-280,047
|
-24%
|
|
|
19
|
|
$53.9M
|
-$1.49M
|
-23,860
|
-3%
|
|
|
20
|
TLWM Financial
San Antonio,
Texas
|
$53M
|
+$172K
|
+2,748
|
+0.3%
|
|
|
21
|
MML Investors Services
Springfield,
Massachusetts
|
$48.6M
|
-$14.6K
|
-234
|
-0%
|
|
|
22
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$47.4M
|
+$5.63M
|
+90,039
|
+14%
|
|
|
23
|
WesBanco Bank
Wheeling,
West Virginia
|
$45.3M
|
+$1.18M
|
+18,942
|
+3%
|
|
|
24
|
US Bancorp
Minneapolis,
Minnesota
|
$45.1M
|
-$1.49M
|
-23,889
|
-3%
|
|
|
25
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$45.1M
|
-$209K
|
-3,336
|
-0.5%
|
|
