|
1
|
Bank of America
Charlotte,
North Carolina
|
$33.6M
|
+$488K
|
+10,049
|
+1%
|
|
|
2
|
|
$25.6M
|
-$3.06M
|
-63,000
|
-10%
|
|
|
3
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$12.3M
|
+$206K
|
+4,253
|
+2%
|
|
|
4
|
Fund Evaluation Group
Cincinnati,
Ohio
|
$11.8M
|
+$1.76M
|
+36,239
|
+16%
|
|
|
5
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$11.2M
|
+$1.41M
|
+29,126
|
+13%
|
|
|
6
|
BCM Advisors
Lafayette,
Louisiana
|
$8.04M
|
-$44.9K
|
-925
|
-0.5%
|
|
|
7
|
Sentinel Trust
Houston,
Texas
|
$5.99M
|
+$1.66M
|
+34,277
|
+33%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$5.75M
|
+$287K
|
+5,918
|
+5%
|
|
|
9
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$5.57M
|
+$81.1K
|
+1,672
|
+1%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$5.55M
|
+$111K
|
+2,280
|
+2%
|
|
|
11
|
Polen Capital Management
Boca Raton,
Florida
|
$5.34M
|
-$479K
|
-9,866
|
-7%
|
|
|
12
|
First Bank & Trust
Brookings,
South Dakota
|
$5.06M
|
+$194K
|
+4,000
|
+4%
|
|
|
13
|
KeyBank National Association
Cleveland,
Ohio
|
$5.02M
|
-$679
|
-14
|
-0%
|
|
|
14
|
Commerce Bank
Kansas City,
Missouri
|
$3.83M
|
+$470K
|
+9,685
|
+12%
|
|
|
15
|
Dowling & Yahnke
San Diego,
California
|
$3.66M
|
+$100K
|
+2,070
|
+3%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.49M
|
+$1.74M
|
+35,957
|
+82%
|
|
|
17
|
Ameriprise
Minneapolis,
Minnesota
|
$3.46M
|
+$598K
|
+12,324
|
+18%
|
|
|
18
|
|
$3.31M
|
+$48.5K
|
+1,000
|
+1%
|
|
|
19
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$3.11M
|
+$199K
|
+4,100
|
+6%
|
|
|
20
|
Central Trust Company
Jefferson City,
Missouri
|
$3.07M
|
+$776K
|
+16,000
|
+29%
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$3.07M
|
-$102K
|
-2,099
|
-3%
|
|
|
22
|
Northwest Bancshares
Warren,
Pennsylvania
|
$2.71M
|
–
|
–
|
–
|
|
|
23
|
SEI Investments
Oaks,
Pennsylvania
|
$2.52M
|
+$249K
|
+5,140
|
+10%
|
|
|
24
|
Janiczek Wealth Management
Denver,
Colorado
|
$2.45M
|
–
|
–
|
–
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.17M
|
+$540K
|
+11,134
|
+29%
|
|
