|
1
|
Bank of America
Charlotte,
North Carolina
|
$24.1M
|
+$2.83M
|
+74,776
|
+14%
|
|
|
2
|
Fund Evaluation Group
Cincinnati,
Ohio
|
$17.3M
|
+$538K
|
+14,220
|
+3%
|
|
|
3
|
BCM Advisors
Lafayette,
Louisiana
|
$6.99M
|
-$523K
|
-13,822
|
-7%
|
|
|
4
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$5.58M
|
+$18K
|
+475
|
+0.3%
|
|
|
5
|
|
$4.84M
|
-$57.3K
|
-1,514
|
-1%
|
|
|
6
|
Dowling & Yahnke
San Diego,
California
|
$3.49M
|
–
|
–
|
–
|
|
|
7
|
Janiczek Wealth Management
Denver,
Colorado
|
$3.34M
|
–
|
–
|
–
|
|
|
8
|
|
$2.45M
|
–
|
–
|
–
|
|
|
9
|
Northwest Bancshares
Warren,
Pennsylvania
|
$2.22M
|
+$246K
|
+6,500
|
+13%
|
|
|
10
|
Clifford Swan Investment Counsel
Pasadena,
California
|
$2.16M
|
+$2.07M
|
+54,750
|
New
|
|
|
11
|
Commerce Bank
Kansas City,
Missouri
|
$1.58M
|
+$1.52M
|
+40,200
|
New
|
|
|
12
|
Bremer Bank National Association
St Paul,
Minnesota
|
$1.52M
|
-$10.6K
|
-280
|
-0.7%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.32M
|
+$1.27M
|
+33,468
|
New
|
|
|
14
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$1.08M
|
–
|
–
|
–
|
|
|
15
|
LPL Financial
San Diego,
California
|
$951K
|
+$190K
|
+5,009
|
+26%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$932K
|
-$66.5K
|
-1,757
|
-7%
|
|
|
17
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$871K
|
–
|
–
|
–
|
|
|
18
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$773K
|
–
|
–
|
–
|
|
|
19
|
|
$699K
|
+$671K
|
+17,731
|
New
|
|
|
20
|
Citadel Advisors
Miami,
Florida
|
$686K
|
-$571K
|
-15,071
|
-46%
|
|
|
21
|
SEI Investments
Oaks,
Pennsylvania
|
$569K
|
-$30.1K
|
-795
|
-5%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$487K
|
-$3.82K
|
-101
|
-0.8%
|
|
|
23
|
Choate Investment Advisors
Boston,
Massachusetts
|
$475K
|
+$10.4K
|
+275
|
+2%
|
|
|
24
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$417K
|
+$402K
|
+10,613
|
New
|
|
|
25
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$366K
|
+$351K
|
+9,279
|
New
|
|
