|
1
|
BlackRock Fund Advisors
San Francisco,
California
|
$1.14B
|
+$428M
|
+8,610,104
|
+58%
|
|
|
2
|
Cobblestone Capital Advisors
Rochester,
New York
|
$84.4M
|
+$871K
|
+17,525
|
+1%
|
|
|
3
|
BlackRock Institutional Trust
San Francisco,
California
|
$77.2M
|
-$154M
|
-3,092,985
|
-66%
|
|
|
4
|
Bank of Hawaii
Honolulu,
Hawaii
|
$34M
|
–
|
–
|
–
|
|
|
5
|
US Bancorp
Minneapolis,
Minnesota
|
$31.4M
|
+$792K
|
+15,941
|
+3%
|
|
|
6
|
M&T Bank
Buffalo,
New York
|
$30.4M
|
+$1.95M
|
+39,165
|
+7%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$27.3M
|
-$6.85M
|
-137,821
|
-20%
|
|
|
8
|
Agilis Partners
Waltham,
Massachusetts
|
$24.3M
|
-$1.3M
|
-26,111
|
-5%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$20.2M
|
-$9.38M
|
-188,643
|
-31%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$20.1M
|
+$10.1M
|
+202,705
|
+97%
|
|
|
11
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$17.6M
|
+$2.27M
|
+45,678
|
+15%
|
|
|
12
|
|
$12.1M
|
+$2.11M
|
+42,392
|
+21%
|
|
|
13
|
TD Capital Management
Memphis,
Tennessee
|
$11.4M
|
-$2.67M
|
-53,798
|
-19%
|
|
|
14
|
New England Professional Planning Group
Westerly,
Rhode Island
|
$10.6M
|
+$906K
|
+18,218
|
+10%
|
|
|
15
|
|
$9.84M
|
+$1.24M
|
+25,047
|
+14%
|
|
|
16
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$8.17M
|
+$1.48M
|
+29,802
|
+22%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.41M
|
-$206K
|
-4,139
|
-3%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$7.03M
|
+$2.32M
|
+46,686
|
+48%
|
|
|
19
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$5.95M
|
+$1.25M
|
+25,057
|
+26%
|
|
|
20
|
Allworth Financial
Folsom,
California
|
$5.42M
|
-$4.35M
|
-87,477
|
-44%
|
|
|
21
|
Tortoise Investment Management
White Plains,
New York
|
$5.12M
|
+$1.5M
|
+30,242
|
+41%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$4.6M
|
-$4.56M
|
-91,705
|
-49%
|
|
|
23
|
FC Advisory
West Chester,
Pennsylvania
|
$3.62M
|
+$148K
|
+2,984
|
+4%
|
|
|
24
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$3.61M
|
+$3.66M
|
+73,681
|
New
|
|
|
25
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$3.43M
|
+$18.9K
|
+380
|
+0.5%
|
|
