|
1
|
Bank of America
Charlotte,
North Carolina
|
$165M
|
+$344K
|
+3,278
|
+0.2%
|
|
|
2
|
SEI Investments
Oaks,
Pennsylvania
|
$136M
|
+$35.7M
|
+340,823
|
+36%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$94.4M
|
+$4.14M
|
+39,428
|
+5%
|
|
|
4
|
|
$59.3M
|
+$7.79M
|
+74,307
|
+15%
|
|
|
5
|
US Bancorp
Minneapolis,
Minnesota
|
$49.6M
|
+$1.83M
|
+17,453
|
+4%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$46.8M
|
+$1.94M
|
+18,494
|
+4%
|
|
|
7
|
One Capital Management
Westlake Village,
California
|
$24.6M
|
+$6.62M
|
+63,138
|
+37%
|
|
|
8
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$22.8M
|
+$2.82M
|
+26,916
|
+14%
|
|
|
9
|
Independence Advisors
Wayne,
Pennsylvania
|
$19.4M
|
-$326K
|
-3,106
|
-2%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$18.6M
|
+$2.81M
|
+26,763
|
+18%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$15.2M
|
-$2.42M
|
-23,031
|
-14%
|
|
|
12
|
Karpus Investment Management
Pittsford,
New York
|
$15.2M
|
-$6.2M
|
-59,100
|
-29%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$13.3M
|
+$2.7M
|
+25,740
|
+26%
|
|
|
14
|
Bank of New York Mellon
New York
|
$12.4M
|
-$6.22M
|
-59,349
|
-34%
|
|
|
15
|
James Investment Research
Alpha,
Ohio
|
$8.91M
|
+$2.47M
|
+23,558
|
+38%
|
|
|
16
|
|
$8.59M
|
-$20.2M
|
-192,706
|
-70%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8.49M
|
+$402K
|
+3,830
|
+5%
|
|
|
18
|
|
$8.38M
|
+$4.55M
|
+43,355
|
+119%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.24M
|
-$1.17M
|
-11,139
|
-12%
|
|
|
20
|
Coldstream Capital Management
Bellevue,
Washington
|
$8.23M
|
-$13.5K
|
-129
|
-0.2%
|
|
|
21
|
TIAA FSB
Jacksonville,
Florida
|
$8.06M
|
+$2.74M
|
+26,102
|
+51%
|
|
|
22
|
Curbstone Financial Management Corp
Manchester,
New Hampshire
|
$7.8M
|
+$4M
|
+38,175
|
+106%
|
|
|
23
|
Patriot Wealth Management
Houston,
Texas
|
$6.84M
|
-$808K
|
-7,705
|
-11%
|
|
|
24
|
C-J Advisory
San Jose,
California
|
$5.52M
|
+$487K
|
+4,647
|
+10%
|
|
|
25
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$5.37M
|
+$766K
|
+7,308
|
+17%
|
|
