|
1
|
Bank of America
Charlotte,
North Carolina
|
$192M
|
+$6.3M
|
+59,347
|
+3%
|
|
|
2
|
|
$42.1M
|
-$4.49M
|
-42,358
|
-10%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$36.6M
|
+$36.6M
|
+345,411
|
New
|
|
|
4
|
US Bancorp
Minneapolis,
Minnesota
|
$23.6M
|
-$4M
|
-37,736
|
-14%
|
|
|
5
|
Destination Wealth Management
Walnut Creek,
California
|
$16.5M
|
-$60.6K
|
-571
|
-0.4%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$11M
|
+$550K
|
+5,184
|
+5%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.74M
|
+$1.34M
|
+12,612
|
+25%
|
|
|
8
|
SEI Investments
Oaks,
Pennsylvania
|
$5.84M
|
+$5.85M
|
+55,168
|
New
|
|
|
9
|
Cypress Capital Group
Palm Beach,
Florida
|
$5.74M
|
+$697K
|
+6,565
|
+14%
|
|
|
10
|
KeyBank National Association
Cleveland,
Ohio
|
$5.63M
|
-$1.74M
|
-16,378
|
-24%
|
|
|
11
|
Comerica Bank
Dallas,
Texas
|
$5.6M
|
+$2.75M
|
+25,894
|
+96%
|
|
|
12
|
Bank of New York Mellon
New York
|
$5.27M
|
-$633K
|
-5,962
|
-11%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.11M
|
-$2M
|
-18,885
|
-28%
|
|
|
14
|
Allen Investment Management
New York
|
$4.95M
|
–
|
–
|
–
|
|
|
15
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$4.56M
|
–
|
–
|
–
|
|
|
16
|
Stifel Financial
St. Louis,
Missouri
|
$4.37M
|
+$310K
|
+2,920
|
+8%
|
|
|
17
|
BlackRock Investment Management
Wilmington,
Delaware
|
$4.36M
|
+$2.06M
|
+19,375
|
+89%
|
|
|
18
|
Boys Arnold & Co
Asheville,
North Carolina
|
$4.06M
|
-$1.72M
|
-16,210
|
-30%
|
|
|
19
|
United Capital Financial Advisors
Irving,
Texas
|
$3.84M
|
+$1.44M
|
+13,614
|
+60%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$3.49M
|
-$402K
|
-3,790
|
-10%
|
|
|
21
|
LaFleur & Godfrey
Grand Rapids,
Michigan
|
$3.43M
|
+$241K
|
+2,275
|
+8%
|
|
|
22
|
HL Financial Services
Louisville,
Kentucky
|
$3.26M
|
-$68K
|
-641
|
-2%
|
|
|
23
|
Aspiriant LLC
Los Angeles,
California
|
$3.07M
|
+$2M
|
+18,820
|
+185%
|
|
|
24
|
Bessemer Group
Woodbridge,
New Jersey
|
$2.63M
|
+$2.64M
|
+24,852
|
New
|
|
|
25
|
Curbstone Financial Management Corp
Manchester,
New Hampshire
|
$2.56M
|
+$332K
|
+3,125
|
+15%
|
|
