|
1
|
Bank of America
Charlotte,
North Carolina
|
$19.6M
|
+$1.42M
|
+39,267
|
+8%
|
|
|
2
|
Fund Evaluation Group
Cincinnati,
Ohio
|
$15.4M
|
+$2.18M
|
+60,397
|
+17%
|
|
|
3
|
BCM Advisors
Lafayette,
Louisiana
|
$6.97M
|
+$199K
|
+5,503
|
+3%
|
|
|
4
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$5.15M
|
-$540K
|
-14,929
|
-10%
|
|
|
5
|
|
$4.54M
|
+$67.2K
|
+1,858
|
+2%
|
|
|
6
|
Dowling & Yahnke
San Diego,
California
|
$3.22M
|
–
|
–
|
–
|
|
|
7
|
Janiczek Wealth Management
Denver,
Colorado
|
$3.09M
|
–
|
–
|
–
|
|
|
8
|
|
$2.27M
|
-$163K
|
-4,500
|
-7%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$1.95M
|
+$6.91K
|
+191
|
+0.4%
|
|
|
10
|
Northwest Bancshares
Warren,
Pennsylvania
|
$1.82M
|
–
|
–
|
–
|
|
|
11
|
Bremer Bank National Association
St Paul,
Minnesota
|
$1.41M
|
–
|
–
|
–
|
|
|
12
|
Citadel Advisors
Miami,
Florida
|
$1.19M
|
+$1.17M
|
+32,471
|
New
|
|
|
13
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$1M
|
–
|
–
|
–
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$927K
|
-$161K
|
-4,461
|
-15%
|
|
|
15
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$806K
|
+$94.2K
|
+2,605
|
+13%
|
|
|
16
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$715K
|
–
|
–
|
–
|
|
|
17
|
LPL Financial
San Diego,
California
|
$697K
|
+$23.6K
|
+653
|
+4%
|
|
|
18
|
SEI Investments
Oaks,
Pennsylvania
|
$554K
|
+$158K
|
+4,365
|
+40%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$454K
|
+$80.8K
|
+2,234
|
+22%
|
|
|
20
|
Choate Investment Advisors
Boston,
Massachusetts
|
$429K
|
+$9.04K
|
+250
|
+2%
|
|
|
21
|
MCF Advisors
Covington,
Kentucky
|
$338K
|
-$23.5K
|
-649
|
-7%
|
|
|
22
|
HighTower Advisors
Chicago,
Illinois
|
$286K
|
+$284K
|
+7,841
|
New
|
|
|
23
|
Brown Advisory
Baltimore,
Maryland
|
$239K
|
+$3.83K
|
+106
|
+2%
|
|
|
24
|
Silvercrest Asset Management
New York
|
$237K
|
–
|
–
|
–
|
|
|
25
|
Montecito Bank & Trust
Santa Barbara,
California
|
$233K
|
–
|
–
|
–
|
|
