|
1
|
|
$113M
|
-$2.03M
|
-42,496
|
-2%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$33.3M
|
-$870K
|
-18,236
|
-3%
|
|
|
3
|
BCM Advisors
Lafayette,
Louisiana
|
$17.4M
|
+$3.54M
|
+74,254
|
+29%
|
|
|
4
|
Fund Evaluation Group
Cincinnati,
Ohio
|
$12.3M
|
+$94.1K
|
+1,973
|
+0.8%
|
|
|
5
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$6.18M
|
-$175K
|
-3,678
|
-3%
|
|
|
6
|
KeyBank National Association
Cleveland,
Ohio
|
$4.76M
|
-$31.2K
|
-654
|
-0.7%
|
|
|
7
|
Dowling & Yahnke
San Diego,
California
|
$3.9M
|
–
|
–
|
–
|
|
|
8
|
Commerce Bank
Kansas City,
Missouri
|
$3.33M
|
–
|
–
|
–
|
|
|
9
|
|
$3.17M
|
–
|
–
|
–
|
|
|
10
|
Northwest Bancshares
Warren,
Pennsylvania
|
$2.99M
|
–
|
–
|
–
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$2.78M
|
+$582K
|
+12,194
|
+28%
|
|
|
12
|
Janiczek Wealth Management
Denver,
Colorado
|
$2.76M
|
–
|
–
|
–
|
|
|
13
|
Clifford Swan Investment Counsel
Pasadena,
California
|
$2.23M
|
-$104K
|
-2,175
|
-5%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$2.06M
|
+$361K
|
+7,575
|
+22%
|
|
|
15
|
Bremer Bank National Association
St Paul,
Minnesota
|
$1.99M
|
+$5.96K
|
+125
|
+0.3%
|
|
|
16
|
Corrigan Financial
Middletown,
Rhode Island
|
$1.98M
|
-$102K
|
-2,135
|
-5%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$1.92M
|
+$281K
|
+5,888
|
+18%
|
|
|
18
|
Brewin Dolphin Wealth Management
Conskleagh, Dublin,
Ireland
|
$1.82M
|
–
|
–
|
–
|
|
|
19
|
Savant Capital
Rockford,
Illinois
|
$1.51M
|
-$174K
|
-3,641
|
-11%
|
|
|
20
|
Central Trust Company
Jefferson City,
Missouri
|
$1.49M
|
+$1.01M
|
+21,256
|
+240%
|
|
|
21
|
SEI Investments
Oaks,
Pennsylvania
|
$1.28M
|
–
|
–
|
–
|
|
|
22
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$1.22M
|
-$137K
|
-2,870
|
-10%
|
|
|
23
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$1.09M
|
–
|
–
|
–
|
|
|
24
|
MCF Advisors
Covington,
Kentucky
|
$1.07M
|
-$30.7K
|
-644
|
-3%
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.07M
|
+$1.03M
|
+21,571
|
New
|
|
