|
1
|
Bank of America
Charlotte,
North Carolina
|
$202M
|
+$2.52M
|
+23,777
|
+1%
|
|
|
2
|
SEI Investments
Oaks,
Pennsylvania
|
$167M
|
+$8.72M
|
+82,218
|
+6%
|
|
|
3
|
|
$144M
|
+$6.86M
|
+64,665
|
+5%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$125M
|
+$3.75M
|
+35,315
|
+3%
|
|
|
5
|
US Bancorp
Minneapolis,
Minnesota
|
$68.9M
|
-$1.42M
|
-13,420
|
-2%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$45.3M
|
+$4.29M
|
+40,435
|
+11%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$45.1M
|
+$315K
|
+2,970
|
+0.7%
|
|
|
8
|
Bank of New York Mellon
New York
|
$38.8M
|
-$356K
|
-3,354
|
-0.9%
|
|
|
9
|
Windham Capital Management
Boston,
Massachusetts
|
$35.4M
|
-$326K
|
-3,071
|
-0.9%
|
|
|
10
|
One Capital Management
Westlake Village,
California
|
$33.8M
|
+$2.4M
|
+22,615
|
+8%
|
|
|
11
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$24.3M
|
-$1.81M
|
-17,050
|
-7%
|
|
|
12
|
Donoghue Forlines
Boston,
Massachusetts
|
$24.1M
|
-$1.39M
|
-13,057
|
-5%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$20M
|
-$10.1M
|
-95,597
|
-34%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$17.6M
|
+$8.48M
|
+79,930
|
+94%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$17M
|
+$182K
|
+1,714
|
+1%
|
|
|
16
|
Brinker Capital
Berwyn,
Pennsylvania
|
$16.6M
|
-$1.86M
|
-17,507
|
-10%
|
|
|
17
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$16.5M
|
+$1.91M
|
+17,985
|
+13%
|
|
|
18
|
Independence Advisors
Wayne,
Pennsylvania
|
$14.6M
|
-$26.3K
|
-248
|
-0.2%
|
|
|
19
|
TIAA FSB
Jacksonville,
Florida
|
$14.3M
|
+$394K
|
+3,713
|
+3%
|
|
|
20
|
|
$12.9M
|
+$1.37M
|
+12,959
|
+12%
|
|
|
21
|
Principal Financial Group
Des Moines,
Iowa
|
$11.7M
|
+$11.4M
|
+107,562
|
+4,412%
|
|
|
22
|
|
$11.6M
|
+$151K
|
+1,425
|
+241%
|
|
|
23
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$11.4M
|
+$1.03M
|
+9,665
|
+10%
|
|
|
24
|
1607 Capital Partners
Richmond,
Virginia
|
$11M
|
+$2.09M
|
+19,700
|
+24%
|
|
|
25
|
Raymond James & Associates
St Petersburg,
Florida
|
$10.4M
|
-$15.4K
|
-145
|
-0.1%
|
|
