|
1
|
Bank of America
Charlotte,
North Carolina
|
$199M
|
-$3.04M
|
-28,606
|
-2%
|
|
|
2
|
SEI Investments
Oaks,
Pennsylvania
|
$102M
|
+$27.5M
|
+258,960
|
+37%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$90.9M
|
+$6.01M
|
+56,642
|
+7%
|
|
|
4
|
US Bancorp
Minneapolis,
Minnesota
|
$51M
|
+$231K
|
+2,180
|
+0.5%
|
|
|
5
|
|
$50.8M
|
+$2.75M
|
+25,911
|
+6%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$42M
|
+$4.31M
|
+40,605
|
+11%
|
|
|
7
|
Karpus Investment Management
Pittsford,
New York
|
$24.6M
|
-$1.03M
|
-9,680
|
-4%
|
|
|
8
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$24.2M
|
-$451K
|
-4,250
|
-2%
|
|
|
9
|
One Capital Management
Westlake Village,
California
|
$21.3M
|
+$21.4M
|
+201,370
|
New
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$20.3M
|
-$7.81M
|
-73,556
|
-28%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$16.2M
|
+$1.07M
|
+10,103
|
+7%
|
|
|
12
|
James Investment Research
Alpha,
Ohio
|
$12.7M
|
+$927K
|
+8,738
|
+8%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$11.1M
|
+$2.08M
|
+19,572
|
+23%
|
|
|
14
|
Bank of New York Mellon
New York
|
$10.9M
|
+$1.03M
|
+9,733
|
+10%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$10.4M
|
-$147K
|
-1,386
|
-1%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.43M
|
-$180K
|
-1,699
|
-2%
|
|
|
17
|
Coldstream Capital Management
Bellevue,
Washington
|
$8.46M
|
-$1.33M
|
-12,579
|
-14%
|
|
|
18
|
Curbstone Financial Management Corp
Manchester,
New Hampshire
|
$8.13M
|
+$4.04M
|
+38,075
|
+98%
|
|
|
19
|
Cypress Capital Group
Palm Beach,
Florida
|
$7.13M
|
+$213K
|
+2,011
|
+3%
|
|
|
20
|
Bragg Financial Advisors
Charlotte,
North Carolina
|
$5.13M
|
+$1.63M
|
+15,337
|
+46%
|
|
|
21
|
C-J Advisory
San Jose,
California
|
$5.06M
|
+$13.9K
|
+131
|
+0.3%
|
|
|
22
|
Boys Arnold & Co
Asheville,
North Carolina
|
$4.64M
|
–
|
–
|
–
|
|
|
23
|
Efficient Advisors
Mason,
Ohio
|
$4.44M
|
-$5.16M
|
-48,581
|
-54%
|
|
|
24
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$4.17M
|
-$958K
|
-9,027
|
-19%
|
|
|
25
|
IHT Wealth Management
Chicago,
Illinois
|
$4.04M
|
+$3.22M
|
+30,320
|
+386%
|
|
