|
1
|
Bank of America
Charlotte,
North Carolina
|
$34.9M
|
+$2.62M
|
+52,238
|
+7%
|
|
|
2
|
|
$29.8M
|
-$50M
|
-995,172
|
-61%
|
|
|
3
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$11M
|
+$62.8K
|
+1,250
|
+0.5%
|
|
|
4
|
Fund Evaluation Group
Cincinnati,
Ohio
|
$10.7M
|
-$418K
|
-8,316
|
-3%
|
|
|
5
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$10.4M
|
+$11.4M
|
+227,449
|
New
|
|
|
6
|
BCM Advisors
Lafayette,
Louisiana
|
$8.2M
|
-$7.25M
|
-144,313
|
-46%
|
|
|
7
|
Polen Capital Management
Boca Raton,
Florida
|
$6.07M
|
-$584K
|
-11,629
|
-8%
|
|
|
8
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$5.78M
|
+$94.2K
|
+1,875
|
+2%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$5.78M
|
+$6.28M
|
+125,058
|
+17,589%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$5.74M
|
+$1.76M
|
+35,071
|
+39%
|
|
|
11
|
KeyBank National Association
Cleveland,
Ohio
|
$5.28M
|
+$355K
|
+7,066
|
+7%
|
|
|
12
|
First Bank & Trust
Brookings,
South Dakota
|
$5.14M
|
–
|
–
|
–
|
|
|
13
|
Sentinel Trust
Houston,
Texas
|
$4.73M
|
+$1.46M
|
+29,123
|
+39%
|
|
|
14
|
Dowling & Yahnke
San Diego,
California
|
$3.75M
|
+$23.9K
|
+475
|
+0.6%
|
|
|
15
|
Commerce Bank
Kansas City,
Missouri
|
$3.58M
|
+$16.6K
|
+330
|
+0.4%
|
|
|
16
|
|
$3.44M
|
–
|
–
|
–
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$3.32M
|
+$265K
|
+5,266
|
+8%
|
|
|
18
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$3.08M
|
+$131K
|
+2,598
|
+4%
|
|
|
19
|
Ameriprise
Minneapolis,
Minnesota
|
$3.06M
|
+$339K
|
+6,740
|
+11%
|
|
|
20
|
Northwest Bancshares
Warren,
Pennsylvania
|
$2.85M
|
+$126K
|
+2,500
|
+4%
|
|
|
21
|
Janiczek Wealth Management
Denver,
Colorado
|
$2.8M
|
–
|
–
|
–
|
|
|
22
|
Central Trust Company
Jefferson City,
Missouri
|
$2.5M
|
–
|
–
|
–
|
|
|
23
|
SEI Investments
Oaks,
Pennsylvania
|
$2.42M
|
-$18.9K
|
-377
|
-0.7%
|
|
|
24
|
|
$2.41M
|
+$2.63M
|
+52,434
|
New
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.02M
|
+$24.5K
|
+487
|
+1%
|
|
