|
1
|
Bank of America
Charlotte,
North Carolina
|
$178M
|
-$1.57M
|
-14,767
|
-0.9%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$74.2M
|
+$9.65M
|
+90,724
|
+15%
|
|
|
3
|
SEI Investments
Oaks,
Pennsylvania
|
$41.7M
|
+$8.44M
|
+79,386
|
+25%
|
|
|
4
|
|
$40.3M
|
+$3.12M
|
+29,342
|
+8%
|
|
|
5
|
BlackRock Investment Management
Wilmington,
Delaware
|
$31.4M
|
+$7.17M
|
+67,385
|
+29%
|
|
|
6
|
US Bancorp
Minneapolis,
Minnesota
|
$22.4M
|
+$2.25M
|
+21,197
|
+11%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$18.4M
|
+$6.39M
|
+60,119
|
+54%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$15.3M
|
-$6.93M
|
-65,144
|
-31%
|
|
|
9
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$14.5M
|
+$14.5M
|
+136,781
|
New
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$11.6M
|
-$3M
|
-28,233
|
-20%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$11.2M
|
+$275K
|
+2,584
|
+2%
|
|
|
12
|
Efficient Advisors
Mason,
Ohio
|
$9.85M
|
+$2.3M
|
+21,649
|
+30%
|
|
|
13
|
Legacy Private Trust
Neenah,
Wisconsin
|
$9.84M
|
+$5.16M
|
+48,565
|
+110%
|
|
|
14
|
Curbstone Financial Management Corp
Manchester,
New Hampshire
|
$8.14M
|
-$319K
|
-3,000
|
-4%
|
|
|
15
|
Cypress Capital Group
Palm Beach,
Florida
|
$6.63M
|
+$189K
|
+1,775
|
+3%
|
|
|
16
|
Stifel Financial
St. Louis,
Missouri
|
$6.02M
|
+$652K
|
+6,134
|
+12%
|
|
|
17
|
Bank of New York Mellon
New York
|
$5.74M
|
+$1.14M
|
+10,689
|
+25%
|
|
|
18
|
James Investment Research
Alpha,
Ohio
|
$5.36M
|
+$672K
|
+6,321
|
+14%
|
|
|
19
|
Bragg Financial Advisors
Charlotte,
North Carolina
|
$5.18M
|
+$145K
|
+1,362
|
+3%
|
|
|
20
|
C-J Advisory
San Jose,
California
|
$4.8M
|
+$4.82M
|
+45,330
|
New
|
|
|
21
|
LPL Financial
San Diego,
California
|
$4.54M
|
+$482K
|
+4,536
|
+12%
|
|
|
22
|
Allen Investment Management
New York
|
$3.94M
|
–
|
–
|
–
|
|
|
23
|
Mather Group
Chicago,
Illinois
|
$3.38M
|
+$1.01M
|
+9,458
|
+42%
|
|
|
24
|
LaFleur & Godfrey
Grand Rapids,
Michigan
|
$3.37M
|
+$95.7K
|
+900
|
+3%
|
|
|
25
|
Boys Arnold & Co
Asheville,
North Carolina
|
$3.19M
|
-$42.5K
|
-400
|
-1%
|
|
