|
1
|
Bank of America
Charlotte,
North Carolina
|
$206M
|
+$3.99M
|
+37,406
|
+2%
|
|
|
2
|
SEI Investments
Oaks,
Pennsylvania
|
$180M
|
+$13.7M
|
+128,074
|
+8%
|
|
|
3
|
|
$152M
|
+$7.82M
|
+73,195
|
+5%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$136M
|
+$11M
|
+102,574
|
+9%
|
|
|
5
|
US Bancorp
Minneapolis,
Minnesota
|
$62.4M
|
-$6.57M
|
-61,536
|
-10%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$55.4M
|
+$10.1M
|
+94,907
|
+22%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$45.7M
|
+$545K
|
+5,104
|
+1%
|
|
|
8
|
Windham Capital Management
Boston,
Massachusetts
|
$41.9M
|
+$6.47M
|
+60,611
|
+18%
|
|
|
9
|
Bank of New York Mellon
New York
|
$37.7M
|
-$1.12M
|
-10,489
|
-3%
|
|
|
10
|
One Capital Management
Westlake Village,
California
|
$35M
|
+$1.27M
|
+11,902
|
+4%
|
|
|
11
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$29.8M
|
+$5.46M
|
+51,153
|
+22%
|
|
|
12
|
Donoghue Forlines
Boston,
Massachusetts
|
$22.9M
|
-$1.14M
|
-10,661
|
-5%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$22.5M
|
+$2.51M
|
+23,542
|
+13%
|
|
|
14
|
Karpus Investment Management
Pittsford,
New York
|
$21.2M
|
+$15.3M
|
+143,689
|
+261%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$17.5M
|
+$527K
|
+4,931
|
+3%
|
|
|
16
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$16.1M
|
-$458K
|
-4,284
|
-3%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$15.6M
|
-$2.05M
|
-19,169
|
-12%
|
|
|
18
|
TIAA FSB
Jacksonville,
Florida
|
$15M
|
+$642K
|
+6,015
|
+4%
|
|
|
19
|
Allworth Financial
Folsom,
California
|
$14.2M
|
+$4.81M
|
+45,045
|
+51%
|
|
|
20
|
Independence Advisors
Wayne,
Pennsylvania
|
$14.1M
|
-$513K
|
-4,802
|
-4%
|
|
|
21
|
|
$13.4M
|
+$13.2M
|
+123,850
|
+6,143%
|
|
|
22
|
|
$12.9M
|
-$18K
|
-169
|
-0.1%
|
|
|
23
|
Brinker Capital
Berwyn,
Pennsylvania
|
$12.6M
|
-$4M
|
-37,453
|
-24%
|
|
|
24
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$12M
|
+$534K
|
+4,996
|
+5%
|
|
|
25
|
1607 Capital Partners
Richmond,
Virginia
|
$11.5M
|
+$534K
|
+5,000
|
+5%
|
|
