|
1
|
|
$313M
|
-$13.6M
|
-531,723
|
-4%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$58M
|
-$5.66M
|
-220,803
|
-9%
|
|
|
3
|
Wealthspire Advisors (New York)
New York
|
$51.6M
|
+$6.67M
|
+260,386
|
+15%
|
|
|
4
|
Ameriprise
Minneapolis,
Minnesota
|
$43.4M
|
+$33.7M
|
+1,316,087
|
+352%
|
|
|
5
|
Rational Advisors
Huntington,
New York
|
$33.1M
|
+$12.1M
|
+472,930
|
+58%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$33M
|
-$1.58M
|
-61,523
|
-5%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$26.2M
|
-$3.07M
|
-119,700
|
-11%
|
|
|
8
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$25.1M
|
+$9.98M
|
+389,858
|
+66%
|
|
|
9
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$21.4M
|
-$528K
|
-20,626
|
-2%
|
|
|
10
|
|
$19.7M
|
-$5.4M
|
-210,970
|
-22%
|
|
|
11
|
HighTower Advisors
Chicago,
Illinois
|
$19.5M
|
+$6.62M
|
+258,303
|
+52%
|
|
|
12
|
Sumitomo Mitsui Financial Group
Tokyo,
Japan
|
$19.4M
|
-$406K
|
-15,860
|
-2%
|
|
|
13
|
Raymond James & Associates
St Petersburg,
Florida
|
$17.4M
|
-$5.4M
|
-210,998
|
-24%
|
|
|
14
|
Tortoise Investment Management
White Plains,
New York
|
$15.3M
|
-$117K
|
-4,581
|
-0.8%
|
|
|
15
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$14.4M
|
-$691K
|
-26,964
|
-5%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$13.5M
|
-$242K
|
-9,451
|
-2%
|
|
|
17
|
Donaldson Capital Management
Evansville,
Indiana
|
$13M
|
-$6.37M
|
-248,727
|
-33%
|
|
|
18
|
Conning Inc
Hartford,
Connecticut
|
$12.1M
|
–
|
–
|
–
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$11.6M
|
-$650K
|
-25,386
|
-5%
|
|
|
20
|
PFS Investments
Duluth,
Georgia
|
$10.9M
|
-$521K
|
-20,333
|
-5%
|
|
|
21
|
Gould Asset Management
Claremont,
California
|
$10.8M
|
+$12.7K
|
+497
|
+0.1%
|
|
|
22
|
Bangor Savings Bank
Bangor,
Maine
|
$10.2M
|
-$2.02M
|
-79,000
|
-17%
|
|
|
23
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$9.79M
|
+$7.91M
|
+308,863
|
+481%
|
|
|
24
|
LPL Financial
San Diego,
California
|
$9.54M
|
-$1.24M
|
-48,394
|
-12%
|
|
|
25
|
KeyBank National Association
Cleveland,
Ohio
|
$8.56M
|
-$1.98M
|
-77,174
|
-19%
|
|
