|
1
|
Bank of America
Charlotte,
North Carolina
|
$180M
|
-$11.6M
|
-109,365
|
-6%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$64.8M
|
+$3.53M
|
+33,224
|
+6%
|
|
|
3
|
|
$37.3M
|
-$6.61M
|
-62,262
|
-15%
|
|
|
4
|
SEI Investments
Oaks,
Pennsylvania
|
$33.4M
|
+$5.93M
|
+55,836
|
+22%
|
|
|
5
|
BlackRock Investment Management
Wilmington,
Delaware
|
$24.4M
|
+$11M
|
+103,536
|
+82%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$22.3M
|
+$1.55M
|
+14,577
|
+7%
|
|
|
7
|
US Bancorp
Minneapolis,
Minnesota
|
$20.3M
|
-$3.29M
|
-30,960
|
-14%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$14.7M
|
-$27.8K
|
-262
|
-0.2%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$11M
|
-$1.46M
|
-13,734
|
-12%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$10.9M
|
+$7.09M
|
+66,783
|
+149%
|
|
|
11
|
United Capital Financial Advisors
Irving,
Texas
|
$10.1M
|
+$655K
|
+6,169
|
+7%
|
|
|
12
|
Curbstone Financial Management Corp
Manchester,
New Hampshire
|
$8.49M
|
-$472K
|
-4,450
|
-5%
|
|
|
13
|
Efficient Advisors
Mason,
Ohio
|
$7.58M
|
+$2.58M
|
+24,265
|
+52%
|
|
|
14
|
Cypress Capital Group
Palm Beach,
Florida
|
$6.46M
|
+$294K
|
+2,770
|
+5%
|
|
|
15
|
Stifel Financial
St. Louis,
Missouri
|
$5.38M
|
-$694K
|
-6,535
|
-11%
|
|
|
16
|
Sigma Investment Counselors
Northville,
Michigan
|
$5.3M
|
+$276K
|
+2,598
|
+5%
|
|
|
17
|
Bragg Financial Advisors
Charlotte,
North Carolina
|
$5.06M
|
+$2.09M
|
+19,679
|
+71%
|
|
|
18
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$4.99M
|
+$4.22M
|
+39,780
|
+559%
|
|
|
19
|
Legacy Private Trust
Neenah,
Wisconsin
|
$4.71M
|
-$355K
|
-3,345
|
-7%
|
|
|
20
|
James Investment Research
Alpha,
Ohio
|
$4.7M
|
+$1.94M
|
+18,226
|
+70%
|
|
|
21
|
Bank of New York Mellon
New York
|
$4.62M
|
+$88.7K
|
+835
|
+2%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$4.08M
|
-$3.97M
|
-37,408
|
-49%
|
|
|
23
|
Allen Investment Management
New York
|
$3.96M
|
–
|
–
|
–
|
|
|
24
|
Virtu KCG Holdings
New York
|
$3.87M
|
+$1.18M
|
+11,093
|
+44%
|
|
|
25
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$3.52M
|
+$3.51M
|
+33,056
|
New
|
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