|
1
|
|
$248M
|
+$88.9M
|
+3,251,184
|
+58%
|
|
|
2
|
|
$118M
|
+$12.7M
|
+465,358
|
+12%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$85.2M
|
+$18.8M
|
+686,978
|
+29%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$37.8M
|
+$283K
|
+10,342
|
+0.8%
|
|
|
5
|
Boston Financial Management
Boston,
Massachusetts
|
$37M
|
+$19.3M
|
+705,298
|
+115%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$33.7M
|
+$3.33M
|
+121,636
|
+11%
|
|
|
7
|
Raymond James & Associates
St Petersburg,
Florida
|
$30.5M
|
+$2M
|
+73,296
|
+7%
|
|
|
8
|
Glenview Trust
Louisville,
Kentucky
|
$30.3M
|
+$5.73M
|
+209,468
|
+24%
|
|
|
9
|
3D Asset Management
Hartford,
Connecticut
|
$29.9M
|
+$493K
|
+18,018
|
+2%
|
|
|
10
|
|
$28.8M
|
+$4.68M
|
+171,170
|
+20%
|
|
|
11
|
Spinnaker Trust
Portland,
Maine
|
$24.2M
|
+$280K
|
+10,243
|
+1%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$23.4M
|
+$12M
|
+439,575
|
+111%
|
|
|
13
|
SigFig Wealth Management
San Francisco,
California
|
$21.6M
|
+$2.67M
|
+97,522
|
+14%
|
|
|
14
|
United Services Automobile Association
San Antonio,
Texas
|
$21.1M
|
–
|
–
|
–
|
|
|
15
|
Waddell & Associates
Memphis,
Tennessee
|
$17.7M
|
+$10.5M
|
+383,988
|
+156%
|
|
|
16
|
American National Bank & Trust
Wichita Falls,
Texas
|
$16.6M
|
+$6.04M
|
+220,745
|
+59%
|
|
|
17
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$15.3M
|
+$4.4M
|
+160,684
|
+42%
|
|
|
18
|
Maxim Capital Management
San Francisco,
California
|
$15.1M
|
+$599K
|
+21,888
|
+4%
|
|
|
19
|
Capital One Investing
Mclean,
Virginia
|
$14.7M
|
-$404K
|
-14,787
|
-3%
|
|
|
20
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$10.9M
|
+$1.04M
|
+37,850
|
+11%
|
|
|
21
|
Appleton Partners
Boston,
Massachusetts
|
$10.3M
|
+$1.13M
|
+41,132
|
+13%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9.85M
|
-$3.08M
|
-112,623
|
-24%
|
|
|
23
|
Stringer Asset Management
Memphis,
Tennessee
|
$9.43M
|
-$1.1M
|
-40,205
|
-11%
|
|
|
24
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$9.22M
|
-$1.56M
|
-57,026
|
-15%
|
|
|
25
|
Quantitative Advantage
Minnetonka,
Minnesota
|
$9.03M
|
-$43.6K
|
-1,593
|
-0.5%
|
|
