|
1
|
Bank of America
Charlotte,
North Carolina
|
$155M
|
-$26.5M
|
-250,361
|
-15%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$40.4M
|
+$10.2M
|
+96,135
|
+34%
|
|
|
3
|
|
$35M
|
-$823K
|
-7,779
|
-2%
|
|
|
4
|
US Bancorp
Minneapolis,
Minnesota
|
$19.9M
|
-$754K
|
-7,125
|
-4%
|
|
|
5
|
SEI Investments
Oaks,
Pennsylvania
|
$18.6M
|
+$4.07M
|
+38,468
|
+28%
|
|
|
6
|
Destination Wealth Management
Walnut Creek,
California
|
$17M
|
-$1.29M
|
-12,233
|
-7%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$15.3M
|
+$1.7M
|
+16,110
|
+13%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$13.2M
|
-$775K
|
-7,326
|
-6%
|
|
|
9
|
BlackRock Investment Management
Wilmington,
Delaware
|
$10.1M
|
+$749K
|
+7,081
|
+8%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.99M
|
+$1.77M
|
+16,688
|
+28%
|
|
|
11
|
United Capital Financial Advisors
Irving,
Texas
|
$7.07M
|
-$167K
|
-1,578
|
-2%
|
|
|
12
|
Aspiriant LLC
Los Angeles,
California
|
$7.07M
|
+$1.88M
|
+17,750
|
+36%
|
|
|
13
|
|
$5M
|
+$1.64M
|
+15,511
|
+49%
|
|
|
14
|
Bank of New York Mellon
New York
|
$4.98M
|
+$13K
|
+123
|
+0.3%
|
|
|
15
|
Stifel Financial
St. Louis,
Missouri
|
$4.79M
|
+$123K
|
+1,166
|
+3%
|
|
|
16
|
Cypress Capital Group
Palm Beach,
Florida
|
$4.52M
|
+$265K
|
+2,510
|
+6%
|
|
|
17
|
Curbstone Financial Management Corp
Manchester,
New Hampshire
|
$3.98M
|
–
|
–
|
–
|
|
|
18
|
Allen Investment Management
New York
|
$3.94M
|
-$1M
|
-9,480
|
-20%
|
|
|
19
|
Boys Arnold & Co
Asheville,
North Carolina
|
$3.5M
|
-$212K
|
-2,000
|
-6%
|
|
|
20
|
LaFleur & Godfrey
Grand Rapids,
Michigan
|
$3.44M
|
-$76.7K
|
-725
|
-2%
|
|
|
21
|
Legacy Private Trust
Neenah,
Wisconsin
|
$3.31M
|
+$1.55M
|
+14,654
|
+89%
|
|
|
22
|
HL Financial Services
Louisville,
Kentucky
|
$3.25M
|
+$24.3K
|
+230
|
+0.8%
|
|
|
23
|
LPL Financial
San Diego,
California
|
$3.22M
|
-$69.4K
|
-656
|
-2%
|
|
|
24
|
KeyBank National Association
Cleveland,
Ohio
|
$3.19M
|
-$1.08M
|
-10,257
|
-25%
|
|
|
25
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$3.04M
|
–
|
–
|
–
|
|
