|
1
|
Bank of America
Charlotte,
North Carolina
|
$276M
|
-$350K
|
-5,672
|
-0.1%
|
|
|
2
|
BlackRock Institutional Trust
San Francisco,
California
|
$202M
|
+$2.86M
|
+46,429
|
+1%
|
|
|
3
|
|
$118M
|
-$12.1M
|
-196,872
|
-9%
|
|
|
4
|
Qualcomm Inc
San Diego,
California
|
$83.4M
|
–
|
–
|
–
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$56.3M
|
+$2.71M
|
+43,896
|
+5%
|
|
|
6
|
|
$49.8M
|
+$4.51M
|
+73,098
|
+10%
|
|
|
7
|
Wharton Business Group
Malvern,
Pennsylvania
|
$45M
|
+$7.13M
|
+115,700
|
+18%
|
|
|
8
|
Ronald Blue & Co
Roswell,
Georgia
|
$44.3M
|
-$1.1M
|
-17,846
|
-2%
|
|
|
9
|
|
$38.3M
|
+$3.39M
|
+54,945
|
+9%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$31.5M
|
+$29M
|
+470,610
|
+762%
|
|
|
11
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$23.4M
|
+$388K
|
+6,300
|
+2%
|
|
|
12
|
Quantitative Advantage
Minnetonka,
Minnesota
|
$19.3M
|
+$19.9M
|
+323,466
|
New
|
|
|
13
|
Kiwi Wealth Investments Limited Partnership
Wellington,
New Zealand
|
$14M
|
+$14.4M
|
+234,265
|
New
|
|
|
14
|
BlackRock Group
London,
United Kingdom
|
$13.4M
|
–
|
–
|
–
|
|
|
15
|
Community Trust & Investment
Versailles,
Kentucky
|
$11.8M
|
+$1.06M
|
+17,195
|
+10%
|
|
|
16
|
Mariner
Overland Park,
Kansas
|
$10M
|
-$571K
|
-9,269
|
-5%
|
|
|
17
|
Mutual of America Capital Management
New York
|
$9.58M
|
+$816K
|
+13,236
|
+9%
|
|
|
18
|
LVZ Inc
Holland,
Michigan
|
$8.1M
|
+$289K
|
+4,688
|
+4%
|
|
|
19
|
|
$7.64M
|
+$4.57M
|
+74,142
|
+138%
|
|
|
20
|
Ameriprise
Minneapolis,
Minnesota
|
$7.03M
|
+$510K
|
+8,275
|
+8%
|
|
|
21
|
First National Bank of Hutchinson
Hutchinson,
Kansas
|
$6.77M
|
-$238K
|
-3,861
|
-3%
|
|
|
22
|
|
$6.62M
|
-$3.04M
|
-49,300
|
-31%
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.97M
|
+$4.21M
|
+68,251
|
+216%
|
|
|
24
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$5.63M
|
+$514K
|
+8,341
|
+10%
|
|
|
25
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$5.58M
|
-$1.56M
|
-25,250
|
-21%
|
|
