|
1
|
|
$91.7M
|
-$1.72M
|
-31,374
|
-2%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$39.5M
|
+$3.32M
|
+60,452
|
+9%
|
|
|
3
|
BCM Advisors
Lafayette,
Louisiana
|
$16.6M
|
+$234K
|
+4,252
|
+1%
|
|
|
4
|
Fund Evaluation Group
Cincinnati,
Ohio
|
$13.5M
|
+$86K
|
+1,565
|
+0.7%
|
|
|
5
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$13.1M
|
+$51.6K
|
+939
|
+0.4%
|
|
|
6
|
Polen Capital Management
Boca Raton,
Florida
|
$8.02M
|
-$38.1K
|
-694
|
-0.5%
|
|
|
7
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$6.92M
|
-$2.53K
|
-46
|
-0%
|
|
|
8
|
First Bank & Trust
Brookings,
South Dakota
|
$6.24M
|
-$714K
|
-13,000
|
-10%
|
|
|
9
|
KeyBank National Association
Cleveland,
Ohio
|
$6.02M
|
+$51.4K
|
+935
|
+0.9%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$5.01M
|
+$1.01M
|
+18,292
|
+26%
|
|
|
11
|
Dowling & Yahnke
San Diego,
California
|
$4.53M
|
+$201K
|
+3,660
|
+5%
|
|
|
12
|
Commerce Bank
Kansas City,
Missouri
|
$4.33M
|
+$286K
|
+5,200
|
+7%
|
|
|
13
|
Sentinel Trust
Houston,
Texas
|
$4.12M
|
+$3.32M
|
+60,367
|
+445%
|
|
|
14
|
|
$4.11M
|
+$398K
|
+7,250
|
+11%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$3.74M
|
+$410K
|
+7,455
|
+13%
|
|
|
16
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$3.6M
|
+$1.03M
|
+18,798
|
+41%
|
|
|
17
|
Ameriprise
Minneapolis,
Minnesota
|
$3.34M
|
+$325K
|
+5,919
|
+11%
|
|
|
18
|
Northwest Bancshares
Warren,
Pennsylvania
|
$3.32M
|
–
|
–
|
–
|
|
|
19
|
Janiczek Wealth Management
Denver,
Colorado
|
$3.11M
|
–
|
–
|
–
|
|
|
20
|
Central Trust Company
Jefferson City,
Missouri
|
$3.04M
|
+$827K
|
+15,055
|
+38%
|
|
|
21
|
SEI Investments
Oaks,
Pennsylvania
|
$2.95M
|
+$884K
|
+16,093
|
+44%
|
|
|
22
|
Clifford Swan Investment Counsel
Pasadena,
California
|
$2.51M
|
–
|
–
|
–
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.43M
|
+$1.08M
|
+19,603
|
+82%
|
|
|
24
|
Bremer Bank National Association
St Paul,
Minnesota
|
$2.11M
|
–
|
–
|
–
|
|
|
25
|
Fort Washington Investment Advisors
Cincinnati,
Ohio
|
$2.1M
|
–
|
–
|
–
|
|
