|
1
|
Bank of America
Charlotte,
North Carolina
|
$36.4M
|
+$518K
|
+11,035
|
+1%
|
|
|
2
|
|
$28.3M
|
+$1.05M
|
+22,287
|
+4%
|
|
|
3
|
Fund Evaluation Group
Cincinnati,
Ohio
|
$12.5M
|
-$23.8K
|
-507
|
-0.2%
|
|
|
4
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$12.4M
|
+$463K
|
+9,853
|
+4%
|
|
|
5
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$11.5M
|
–
|
–
|
–
|
|
|
6
|
Polen Capital Management
Boca Raton,
Florida
|
$11M
|
+$5.39M
|
+114,872
|
+94%
|
|
|
7
|
BCM Advisors
Lafayette,
Louisiana
|
$8.18M
|
+$116K
|
+2,465
|
+1%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$6.17M
|
+$47.7K
|
+1,016
|
+0.8%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$5.79M
|
-$131K
|
-2,782
|
-2%
|
|
|
10
|
First Bank & Trust
Brookings,
South Dakota
|
$5.39M
|
–
|
–
|
–
|
|
|
11
|
KeyBank National Association
Cleveland,
Ohio
|
$5.32M
|
-$27.1K
|
-577
|
-0.5%
|
|
|
12
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$5.05M
|
-$892K
|
-19,001
|
-15%
|
|
|
13
|
Commerce Bank
Kansas City,
Missouri
|
$4.08M
|
–
|
–
|
–
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.72M
|
-$2.49K
|
-53
|
-0.1%
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$3.58M
|
-$96.7K
|
-2,059
|
-3%
|
|
|
16
|
|
$3.57M
|
+$41.1K
|
+875
|
+1%
|
|
|
17
|
Corient Private Wealth
Miami,
Florida
|
$3.46M
|
+$3.49M
|
+74,285
|
New
|
|
|
18
|
Central Trust Company
Jefferson City,
Missouri
|
$3.29M
|
+$9.67K
|
+206
|
+0.3%
|
|
|
19
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$3.25M
|
-$60.6K
|
-1,290
|
-2%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$3.19M
|
-$80.5K
|
-1,715
|
-2%
|
|
|
21
|
Janiczek Wealth Management
Denver,
Colorado
|
$2.69M
|
–
|
–
|
–
|
|
|
22
|
SEI Investments
Oaks,
Pennsylvania
|
$2.62M
|
-$71.9K
|
-1,532
|
-3%
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.45M
|
+$145K
|
+3,084
|
+6%
|
|
|
24
|
Intercontinental Wealth Advisors
San Antonio,
Texas
|
$2.34M
|
+$39.9K
|
+850
|
+2%
|
|
|
25
|
NFP Retirement Inc
Aliso Viejo,
California
|
$2.26M
|
+$2.28M
|
+48,476
|
New
|
|
