|
1
|
|
$98.7M
|
-$4.73M
|
-82,671
|
-5%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$38.2M
|
-$140K
|
-2,448
|
-0.4%
|
|
|
3
|
BCM Advisors
Lafayette,
Louisiana
|
$17.2M
|
-$1.31M
|
-22,936
|
-7%
|
|
|
4
|
Fund Evaluation Group
Cincinnati,
Ohio
|
$14.2M
|
+$120K
|
+2,091
|
+0.9%
|
|
|
5
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$13.7M
|
+$13.1M
|
+229,566
|
New
|
|
|
6
|
Polen Capital Management
Boca Raton,
Florida
|
$8.51M
|
+$2.56M
|
+44,652
|
+45%
|
|
|
7
|
First Bank & Trust
Brookings,
South Dakota
|
$7.35M
|
+$40.1K
|
+700
|
+0.6%
|
|
|
8
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$7.31M
|
+$67.3K
|
+1,176
|
+1%
|
|
|
9
|
KeyBank National Association
Cleveland,
Ohio
|
$6.3M
|
+$490K
|
+8,562
|
+9%
|
|
|
10
|
Dowling & Yahnke
San Diego,
California
|
$4.57M
|
-$64.4K
|
-1,125
|
-1%
|
|
|
11
|
Commerce Bank
Kansas City,
Missouri
|
$4.27M
|
+$361K
|
+6,305
|
+10%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$4.22M
|
+$481K
|
+8,394
|
+13%
|
|
|
13
|
|
$3.99M
|
-$111K
|
-1,942
|
-3%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$3.51M
|
-$180K
|
-3,137
|
-5%
|
|
|
15
|
Northwest Bancshares
Warren,
Pennsylvania
|
$3.51M
|
–
|
–
|
–
|
|
|
16
|
Janiczek Wealth Management
Denver,
Colorado
|
$3.28M
|
–
|
–
|
–
|
|
|
17
|
Ameriprise
Minneapolis,
Minnesota
|
$3.18M
|
+$483K
|
+8,435
|
+19%
|
|
|
18
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2.69M
|
+$2.62M
|
+45,746
|
New
|
|
|
19
|
Clifford Swan Investment Counsel
Pasadena,
California
|
$2.65M
|
–
|
–
|
–
|
|
|
20
|
Corrigan Financial
Middletown,
Rhode Island
|
$2.36M
|
–
|
–
|
–
|
|
|
21
|
Central Trust Company
Jefferson City,
Missouri
|
$2.32M
|
+$58.7K
|
+1,025
|
+3%
|
|
|
22
|
Bremer Bank National Association
St Paul,
Minnesota
|
$2.23M
|
–
|
–
|
–
|
|
|
23
|
Fort Washington Investment Advisors
Cincinnati,
Ohio
|
$2.22M
|
+$2.16M
|
+37,652
|
New
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.19M
|
+$219K
|
+3,825
|
+11%
|
|
|
25
|
Amarillo National Bank
Amarillo,
Texas
|
$2.18M
|
+$2.12M
|
+36,973
|
New
|
|
