|
1
|
Bank of America
Charlotte,
North Carolina
|
$168M
|
-$12.8M
|
-121,898
|
-7%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$84.2M
|
+$2.31M
|
+21,953
|
+3%
|
|
|
3
|
SEI Investments
Oaks,
Pennsylvania
|
$68.7M
|
+$25.3M
|
+239,654
|
+58%
|
|
|
4
|
US Bancorp
Minneapolis,
Minnesota
|
$53.5M
|
-$5.62M
|
-53,341
|
-10%
|
|
|
5
|
|
$43.9M
|
-$1.65M
|
-15,686
|
-4%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$34.5M
|
+$5.63M
|
+53,386
|
+19%
|
|
|
7
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$28M
|
+$308K
|
+2,923
|
+1%
|
|
|
8
|
Karpus Investment Management
Pittsford,
New York
|
$25.5M
|
+$2.08M
|
+19,697
|
+9%
|
|
|
9
|
|
$23.3M
|
+$22.3M
|
+211,768
|
+2,433%
|
|
|
10
|
Bank of New York Mellon
New York
|
$12.2M
|
-$5.3M
|
-50,325
|
-30%
|
|
|
11
|
James Investment Research
Alpha,
Ohio
|
$11.6M
|
+$4.73M
|
+44,897
|
+69%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$11.2M
|
+$3.55M
|
+33,645
|
+47%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$11.1M
|
-$7.46M
|
-70,768
|
-40%
|
|
|
14
|
Spruce Investment Advisors
Stamford,
Connecticut
|
$11M
|
-$5.21M
|
-49,474
|
-32%
|
|
|
15
|
Efficient Advisors
Mason,
Ohio
|
$10.9M
|
+$922K
|
+8,749
|
+9%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$10.3M
|
+$4.8M
|
+45,541
|
+88%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$9.99M
|
+$7.13M
|
+67,604
|
+251%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.95M
|
-$197K
|
-1,871
|
-2%
|
|
|
19
|
|
$9.88M
|
+$9.87M
|
+93,618
|
New
|
|
|
20
|
Coldstream Capital Management
Bellevue,
Washington
|
$8.76M
|
+$8.74M
|
+82,965
|
New
|
|
|
21
|
Independence Advisors
Wayne,
Pennsylvania
|
$8.18M
|
+$1.01M
|
+9,560
|
+14%
|
|
|
22
|
Cypress Capital Group
Palm Beach,
Florida
|
$6.71M
|
-$174K
|
-1,650
|
-3%
|
|
|
23
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$4.96M
|
+$4.17M
|
+39,565
|
+532%
|
|
|
24
|
C-J Advisory
San Jose,
California
|
$4.78M
|
+$79.9K
|
+758
|
+2%
|
|
|
25
|
Stifel Financial
St. Louis,
Missouri
|
$4.78M
|
-$282K
|
-2,678
|
-6%
|
|
