|
1
|
Bank of America
Charlotte,
North Carolina
|
$180M
|
+$3.45M
|
+32,753
|
+2%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$81.5M
|
+$7.97M
|
+75,625
|
+11%
|
|
|
3
|
US Bancorp
Minneapolis,
Minnesota
|
$58.9M
|
+$36.7M
|
+348,386
|
+165%
|
|
|
4
|
|
$45.3M
|
+$5.42M
|
+51,414
|
+14%
|
|
|
5
|
SEI Investments
Oaks,
Pennsylvania
|
$43.2M
|
+$1.82M
|
+17,243
|
+4%
|
|
|
6
|
BlackRock Investment Management
Wilmington,
Delaware
|
$38.2M
|
+$7.07M
|
+67,068
|
+23%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$28.8M
|
+$10.8M
|
+102,176
|
+59%
|
|
|
8
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$27.6M
|
+$13.3M
|
+125,774
|
+92%
|
|
|
9
|
Karpus Investment Management
Pittsford,
New York
|
$23.3M
|
+$23.4M
|
+222,000
|
New
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$18.5M
|
+$6.98M
|
+66,256
|
+60%
|
|
|
11
|
Bank of New York Mellon
New York
|
$17.4M
|
+$11.8M
|
+111,551
|
+206%
|
|
|
12
|
Spruce Investment Advisors
Stamford,
Connecticut
|
$16.1M
|
+$16.1M
|
+153,234
|
New
|
|
|
13
|
Clarius Group LLC
Seattle,
Washington
|
$15.8M
|
+$15.8M
|
+150,282
|
New
|
|
|
14
|
Legacy Private Trust
Neenah,
Wisconsin
|
$12.3M
|
+$2.54M
|
+24,092
|
+26%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.1M
|
-$5.12M
|
-48,554
|
-34%
|
|
|
16
|
Efficient Advisors
Mason,
Ohio
|
$9.93M
|
+$163K
|
+1,547
|
+2%
|
|
|
17
|
Evercore Wealth Management
New York
|
$7.71M
|
+$7.03M
|
+66,750
|
+1,006%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.58M
|
-$3.58M
|
-33,969
|
-32%
|
|
|
19
|
Telemus Capital
Southfield,
Michigan
|
$7.49M
|
+$7.51M
|
+71,260
|
New
|
|
|
20
|
Independence Advisors
Wayne,
Pennsylvania
|
$7.14M
|
+$7.16M
|
+67,916
|
New
|
|
|
21
|
Choreo LLC
Rockford,
Illinois
|
$7.11M
|
+$7.13M
|
+67,640
|
New
|
|
|
22
|
James Investment Research
Alpha,
Ohio
|
$6.85M
|
+$1.55M
|
+14,686
|
+29%
|
|
|
23
|
Cypress Capital Group
Palm Beach,
Florida
|
$6.84M
|
+$275K
|
+2,610
|
+4%
|
|
|
24
|
LPL Financial
San Diego,
California
|
$5.44M
|
+$935K
|
+8,873
|
+21%
|
|
|
25
|
Stifel Financial
St. Louis,
Missouri
|
$5.04M
|
-$937K
|
-8,893
|
-16%
|
|
