|
1
|
Bank of America
Charlotte,
North Carolina
|
$181M
|
-$3.67M
|
-34,818
|
-2%
|
|
|
2
|
|
$35.7M
|
-$2.15M
|
-20,368
|
-6%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$30.2M
|
+$2.41M
|
+22,813
|
+9%
|
|
|
4
|
US Bancorp
Minneapolis,
Minnesota
|
$20.6M
|
-$1.79M
|
-16,956
|
-8%
|
|
|
5
|
Destination Wealth Management
Walnut Creek,
California
|
$18.2M
|
+$1.96M
|
+18,577
|
+12%
|
|
|
6
|
SEI Investments
Oaks,
Pennsylvania
|
$14.5M
|
+$5.91M
|
+55,977
|
+69%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$14M
|
+$2.47M
|
+23,440
|
+22%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$13.6M
|
+$3.83M
|
+36,291
|
+39%
|
|
|
9
|
BlackRock Investment Management
Wilmington,
Delaware
|
$9.35M
|
+$7.19M
|
+68,166
|
+335%
|
|
|
10
|
United Capital Financial Advisors
Irving,
Texas
|
$7.22M
|
+$2.69M
|
+25,484
|
+59%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.21M
|
+$611K
|
+5,786
|
+11%
|
|
|
12
|
One Capital Management
Westlake Village,
California
|
$5.78M
|
+$5.77M
|
+54,721
|
New
|
|
|
13
|
Comerica Bank
Dallas,
Texas
|
$5.67M
|
+$2.76M
|
+26,130
|
+95%
|
|
|
14
|
Aspiriant LLC
Los Angeles,
California
|
$5.19M
|
+$2.59M
|
+24,557
|
+100%
|
|
|
15
|
Bank of New York Mellon
New York
|
$4.96M
|
-$177K
|
-1,678
|
-3%
|
|
|
16
|
Allen Investment Management
New York
|
$4.93M
|
–
|
–
|
–
|
|
|
17
|
Stifel Financial
St. Louis,
Missouri
|
$4.65M
|
+$63.1K
|
+598
|
+1%
|
|
|
18
|
KeyBank National Association
Cleveland,
Ohio
|
$4.27M
|
-$741K
|
-7,025
|
-15%
|
|
|
19
|
Cypress Capital Group
Palm Beach,
Florida
|
$4.25M
|
-$1,000K
|
-9,475
|
-19%
|
|
|
20
|
Curbstone Financial Management Corp
Manchester,
New Hampshire
|
$3.96M
|
+$18.5K
|
+175
|
+0.5%
|
|
|
21
|
Boys Arnold & Co
Asheville,
North Carolina
|
$3.7M
|
-$244K
|
-2,310
|
-6%
|
|
|
22
|
LaFleur & Godfrey
Grand Rapids,
Michigan
|
$3.5M
|
-$62.8K
|
-595
|
-2%
|
|
|
23
|
|
$3.35M
|
+$2.01M
|
+19,046
|
+151%
|
|
|
24
|
LPL Financial
San Diego,
California
|
$3.28M
|
-$68.3K
|
-647
|
-2%
|
|
|
25
|
HL Financial Services
Louisville,
Kentucky
|
$3.22M
|
-$45.2K
|
-428
|
-1%
|
|
