|
1
|
Bank of America
Charlotte,
North Carolina
|
$191M
|
+$5.23M
|
+49,260
|
+3%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$61.2M
|
+$9.68M
|
+91,160
|
+19%
|
|
|
3
|
|
$43.8M
|
+$1.19M
|
+11,227
|
+3%
|
|
|
4
|
SEI Investments
Oaks,
Pennsylvania
|
$27.4M
|
+$4.63M
|
+43,593
|
+20%
|
|
|
5
|
US Bancorp
Minneapolis,
Minnesota
|
$23.5M
|
+$382K
|
+3,593
|
+2%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$20.7M
|
+$3.95M
|
+37,225
|
+24%
|
|
|
7
|
USA Financial Formulas
Ada,
Michigan
|
$15.7M
|
+$15.7M
|
+148,232
|
New
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$14.7M
|
+$1.98M
|
+18,635
|
+16%
|
|
|
9
|
BlackRock Investment Management
Wilmington,
Delaware
|
$13.4M
|
-$13.6M
|
-127,620
|
-50%
|
|
|
10
|
Destination Wealth Management
Walnut Creek,
California
|
$12.4M
|
–
|
–
|
–
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$12.4M
|
+$1.42M
|
+13,401
|
+13%
|
|
|
12
|
United Capital Financial Advisors
Irving,
Texas
|
$9.42M
|
+$1.68M
|
+15,810
|
+22%
|
|
|
13
|
Curbstone Financial Management Corp
Manchester,
New Hampshire
|
$8.94M
|
+$393K
|
+3,700
|
+5%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$8.03M
|
+$1.26M
|
+11,886
|
+19%
|
|
|
15
|
Cypress Capital Group
Palm Beach,
Florida
|
$6.16M
|
+$975K
|
+9,175
|
+19%
|
|
|
16
|
Stifel Financial
St. Louis,
Missouri
|
$6.06M
|
-$3.08K
|
-29
|
-0.1%
|
|
|
17
|
Legacy Private Trust
Neenah,
Wisconsin
|
$5.05M
|
+$317K
|
+2,988
|
+7%
|
|
|
18
|
Sigma Investment Counselors
Northville,
Michigan
|
$5.01M
|
+$130K
|
+1,225
|
+3%
|
|
|
19
|
Efficient Advisors
Mason,
Ohio
|
$4.99M
|
+$5M
|
+47,045
|
New
|
|
|
20
|
|
$4.85M
|
+$4.85M
|
+45,701
|
New
|
|
|
21
|
Ameriprise
Minneapolis,
Minnesota
|
$4.77M
|
+$1.64M
|
+15,480
|
+53%
|
|
|
22
|
Bank of New York Mellon
New York
|
$4.52M
|
-$68K
|
-640
|
-1%
|
|
|
23
|
|
$4.35M
|
-$317K
|
-2,987
|
-7%
|
|
|
24
|
Allen Investment Management
New York
|
$3.95M
|
–
|
–
|
–
|
|
|
25
|
LaFleur & Godfrey
Grand Rapids,
Michigan
|
$3.38M
|
-$15.4K
|
-145
|
-0.5%
|
|
