|
1
|
Bank of America
Charlotte,
North Carolina
|
$165M
|
-$31.7M
|
-300,624
|
-16%
|
|
|
2
|
SEI Investments
Oaks,
Pennsylvania
|
$99.9M
|
-$1.29M
|
-12,246
|
-1%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$90.3M
|
+$336K
|
+3,187
|
+0.4%
|
|
|
4
|
|
$51.5M
|
+$1.24M
|
+11,716
|
+2%
|
|
|
5
|
US Bancorp
Minneapolis,
Minnesota
|
$47.8M
|
-$2.71M
|
-25,746
|
-5%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$44.9M
|
+$3.24M
|
+30,742
|
+8%
|
|
|
7
|
|
$28.8M
|
+$29M
|
+274,608
|
New
|
|
|
8
|
Karpus Investment Management
Pittsford,
New York
|
$21.4M
|
-$2.97M
|
-28,144
|
-12%
|
|
|
9
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$20M
|
-$4.02M
|
-38,086
|
-17%
|
|
|
10
|
Independence Advisors
Wayne,
Pennsylvania
|
$19.7M
|
+$19.8M
|
+187,814
|
New
|
|
|
11
|
Bank of New York Mellon
New York
|
$18.6M
|
+$7.8M
|
+73,994
|
+72%
|
|
|
12
|
One Capital Management
Westlake Village,
California
|
$17.9M
|
-$3.19M
|
-30,284
|
-15%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$17.6M
|
-$2.43M
|
-23,012
|
-12%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$15.8M
|
-$291K
|
-2,760
|
-2%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$10.6M
|
+$293K
|
+2,775
|
+3%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.43M
|
+$92.5K
|
+877
|
+1%
|
|
|
17
|
Coldstream Capital Management
Bellevue,
Washington
|
$8.24M
|
-$131K
|
-1,246
|
-2%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8.09M
|
-$2.95M
|
-27,933
|
-27%
|
|
|
19
|
Patriot Wealth Management
Houston,
Texas
|
$7.65M
|
+$7.69M
|
+72,924
|
New
|
|
|
20
|
Cypress Capital Group
Palm Beach,
Florida
|
$6.63M
|
-$426K
|
-4,040
|
-6%
|
|
|
21
|
James Investment Research
Alpha,
Ohio
|
$6.44M
|
-$6.17M
|
-58,533
|
-49%
|
|
|
22
|
TIAA FSB
Jacksonville,
Florida
|
$5.33M
|
+$4.04M
|
+38,326
|
+308%
|
|
|
23
|
C-J Advisory
San Jose,
California
|
$5.04M
|
+$40.5K
|
+384
|
+0.8%
|
|
|
24
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$4.61M
|
+$618K
|
+5,859
|
+15%
|
|
|
25
|
Efficient Advisors
Mason,
Ohio
|
$4.58M
|
+$182K
|
+1,729
|
+4%
|
|
