|
1
|
Bank of America
Charlotte,
North Carolina
|
$186M
|
+$31.3M
|
+295,371
|
+20%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$51.4M
|
+$11M
|
+103,463
|
+27%
|
|
|
3
|
|
$42.5M
|
+$7.53M
|
+71,065
|
+22%
|
|
|
4
|
BlackRock Investment Management
Wilmington,
Delaware
|
$26.8M
|
+$16.7M
|
+157,800
|
+165%
|
|
|
5
|
US Bancorp
Minneapolis,
Minnesota
|
$23.1M
|
+$3.17M
|
+29,928
|
+16%
|
|
|
6
|
SEI Investments
Oaks,
Pennsylvania
|
$22.8M
|
+$4.18M
|
+39,473
|
+22%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$16.7M
|
+$1.4M
|
+13,215
|
+9%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$12.7M
|
-$545K
|
-5,143
|
-4%
|
|
|
9
|
Destination Wealth Management
Walnut Creek,
California
|
$12.4M
|
-$4.51M
|
-42,603
|
-27%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$11M
|
+$3.01M
|
+28,373
|
+38%
|
|
|
11
|
Curbstone Financial Management Corp
Manchester,
New Hampshire
|
$8.53M
|
+$4.56M
|
+43,025
|
+115%
|
|
|
12
|
United Capital Financial Advisors
Irving,
Texas
|
$7.72M
|
+$650K
|
+6,137
|
+9%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$6.77M
|
+$3.55M
|
+33,506
|
+110%
|
|
|
14
|
Stifel Financial
St. Louis,
Missouri
|
$6.06M
|
+$1.27M
|
+11,967
|
+26%
|
|
|
15
|
Boys Arnold & Co
Asheville,
North Carolina
|
$5.9M
|
+$2.4M
|
+22,663
|
+69%
|
|
|
16
|
Cypress Capital Group
Palm Beach,
Florida
|
$5.17M
|
+$649K
|
+6,125
|
+14%
|
|
|
17
|
Sigma Investment Counselors
Northville,
Michigan
|
$4.88M
|
+$2.66M
|
+25,130
|
+120%
|
|
|
18
|
Legacy Private Trust
Neenah,
Wisconsin
|
$4.73M
|
+$1.42M
|
+13,428
|
+43%
|
|
|
19
|
|
$4.66M
|
-$336K
|
-3,168
|
-7%
|
|
|
20
|
Bank of New York Mellon
New York
|
$4.58M
|
-$400K
|
-3,773
|
-8%
|
|
|
21
|
Allen Investment Management
New York
|
$3.94M
|
–
|
–
|
–
|
|
|
22
|
Bragg Financial Advisors
Charlotte,
North Carolina
|
$3.49M
|
+$585K
|
+5,522
|
+20%
|
|
|
23
|
LaFleur & Godfrey
Grand Rapids,
Michigan
|
$3.4M
|
-$41.3K
|
-390
|
-1%
|
|
|
24
|
HL Financial Services
Louisville,
Kentucky
|
$3.36M
|
+$106K
|
+1,000
|
+3%
|
|
|
25
|
Ameriprise
Minneapolis,
Minnesota
|
$3.14M
|
+$829K
|
+7,822
|
+36%
|
|
