|
1
|
Bank of America
Charlotte,
North Carolina
|
$490M
|
-$5.41M
|
-76,711
|
-1%
|
|
|
2
|
|
$419M
|
+$55.4M
|
+785,134
|
+15%
|
|
|
3
|
Ferguson Wellman Capital Management
Portland,
Oregon
|
$377M
|
+$388M
|
+5,501,207
|
New
|
|
|
4
|
|
$316M
|
+$11.9M
|
+168,693
|
+4%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$244M
|
+$57.1M
|
+809,002
|
+29%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$147M
|
+$31.8M
|
+450,604
|
+26%
|
|
|
7
|
|
$141M
|
+$89.5M
|
+1,268,872
|
+149%
|
|
|
8
|
Focus Partners Wealth
Boston,
Massachusetts
|
$123M
|
+$8.42M
|
+119,289
|
+7%
|
|
|
9
|
German American Bancorp
Jasper,
Indiana
|
$115M
|
+$4.63M
|
+65,595
|
+4%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$111M
|
-$19.3M
|
-273,810
|
-14%
|
|
|
11
|
|
$104M
|
+$41.1M
|
+583,164
|
+62%
|
|
|
12
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$96.7M
|
-$809K
|
-11,463
|
-0.8%
|
|
|
13
|
Sand Hill Global Advisors
Palo Alto,
California
|
$88.4M
|
+$82.4M
|
+1,168,514
|
+956%
|
|
|
14
|
Winthrop Advisory Group
Boston,
Massachusetts
|
$87M
|
+$10.3M
|
+145,750
|
+13%
|
|
|
15
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$81.8M
|
+$84.3M
|
+1,194,344
|
New
|
|
|
16
|
GM Advisory Group
Melville,
New York
|
$74.8M
|
+$5.2M
|
+73,782
|
+7%
|
|
|
17
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$74.2M
|
+$489K
|
+6,929
|
+0.6%
|
|
|
18
|
Calamos Advisors
Naperville,
Illinois
|
$73.4M
|
+$73.1M
|
+1,035,798
|
+2,877%
|
|
|
19
|
Northern Trust
Chicago,
Illinois
|
$72.6M
|
+$74M
|
+1,048,749
|
+9,147%
|
|
|
20
|
Calamos Wealth Management
Naperville,
Illinois
|
$70.8M
|
+$3.75M
|
+53,188
|
+5%
|
|
|
21
|
LPL Financial
San Diego,
California
|
$69M
|
+$39.7M
|
+563,231
|
+127%
|
|
|
22
|
MML Investors Services
Springfield,
Massachusetts
|
$68.2M
|
-$3.77M
|
-53,415
|
-5%
|
|
|
23
|
Wells Fargo
San Francisco,
California
|
$65.8M
|
+$12.9M
|
+182,577
|
+23%
|
|
|
24
|
TLWM Financial
San Antonio,
Texas
|
$64.4M
|
+$11.5M
|
+163,383
|
+21%
|
|
|
25
|
Regions Financial Corp
Birmingham,
Alabama
|
$63.9M
|
-$358K
|
-5,071
|
-0.5%
|
|
