|
1
|
Bank of America
Charlotte,
North Carolina
|
$201M
|
+$33.1M
|
+312,321
|
+20%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$84.7M
|
+$310K
|
+2,930
|
+0.4%
|
|
|
3
|
SEI Investments
Oaks,
Pennsylvania
|
$74.7M
|
+$5.88M
|
+55,579
|
+9%
|
|
|
4
|
US Bancorp
Minneapolis,
Minnesota
|
$50.7M
|
-$2.91M
|
-27,470
|
-5%
|
|
|
5
|
|
$48M
|
+$4.01M
|
+37,847
|
+9%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$37.8M
|
+$3.12M
|
+29,446
|
+9%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$28M
|
+$16.8M
|
+159,150
|
+151%
|
|
|
8
|
Karpus Investment Management
Pittsford,
New York
|
$25.5M
|
-$26.4K
|
-249
|
-0.1%
|
|
|
9
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$24.7M
|
-$3.43M
|
-32,415
|
-12%
|
|
|
10
|
|
$22.3M
|
-$1.02M
|
-9,636
|
-4%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$15.1M
|
+$4.01M
|
+37,914
|
+36%
|
|
|
12
|
James Investment Research
Alpha,
Ohio
|
$11.8M
|
+$115K
|
+1,084
|
+1%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$10.5M
|
+$216K
|
+2,038
|
+2%
|
|
|
14
|
Bank of New York Mellon
New York
|
$9.88M
|
-$2.32M
|
-21,962
|
-19%
|
|
|
15
|
Coldstream Capital Management
Bellevue,
Washington
|
$9.78M
|
+$1M
|
+9,451
|
+11%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.6M
|
-$367K
|
-3,465
|
-4%
|
|
|
17
|
Efficient Advisors
Mason,
Ohio
|
$9.57M
|
-$1.35M
|
-12,772
|
-12%
|
|
|
18
|
|
$9.13M
|
-$769K
|
-7,262
|
-8%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$9.04M
|
-$965K
|
-9,119
|
-10%
|
|
|
20
|
Independence Advisors
Wayne,
Pennsylvania
|
$8.72M
|
+$523K
|
+4,942
|
+6%
|
|
|
21
|
Cypress Capital Group
Palm Beach,
Florida
|
$6.9M
|
+$185K
|
+1,745
|
+3%
|
|
|
22
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$5.12M
|
+$144K
|
+1,363
|
+3%
|
|
|
23
|
C-J Advisory
San Jose,
California
|
$5.03M
|
+$241K
|
+2,273
|
+5%
|
|
|
24
|
Boys Arnold & Co
Asheville,
North Carolina
|
$4.64M
|
+$405K
|
+3,825
|
+10%
|
|
|
25
|
Stifel Financial
St. Louis,
Missouri
|
$4.55M
|
-$240K
|
-2,267
|
-5%
|
|
