|
1
|
Credit Suisse
Zurich,
Switzerland
|
$579M
|
+$196K
|
+2,000
|
New
|
|
|
2
|
Aspiriant LLC
Los Angeles,
California
|
$264M
|
-$3.67M
|
-37,541
|
-1%
|
|
|
3
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$212M
|
-$74.6M
|
-762,196
|
-26%
|
|
|
4
|
SEI Investments
Oaks,
Pennsylvania
|
$204M
|
-$2.22M
|
-22,695
|
-1%
|
|
|
5
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$185M
|
+$47.2M
|
+482,055
|
+33%
|
|
|
6
|
|
$172M
|
-$5.28M
|
-54,005
|
-3%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$157M
|
-$2.11M
|
-21,541
|
-1%
|
|
|
8
|
|
$87.2M
|
+$87.3M
|
+892,420
|
+4,176%
|
|
|
9
|
|
$64.8M
|
-$541K
|
-5,532
|
-0.8%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$62.9M
|
-$495K
|
-5,056
|
-0.8%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$57.6M
|
-$117M
|
-1,190,937
|
-66%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$42.5M
|
-$592K
|
-6,051
|
-1%
|
|
|
13
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$36.5M
|
+$34.1M
|
+349,001
|
+1,594%
|
|
|
14
|
Symmetry Partners
Glastonbury,
Connecticut
|
$35.1M
|
-$4.78M
|
-48,881
|
-12%
|
|
|
15
|
WMS Partners
Towson,
Maryland
|
$24.5M
|
-$1.53M
|
-15,688
|
-6%
|
|
|
16
|
US Bancorp
Minneapolis,
Minnesota
|
$23.3M
|
+$1.76M
|
+17,973
|
+8%
|
|
|
17
|
Syntegra Private Wealth Group
Chesterfield,
Missouri
|
$22.5M
|
+$1.13M
|
+11,593
|
+5%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$21.8M
|
-$436K
|
-4,452
|
-2%
|
|
|
19
|
Searcy Financial Services
Overland Park,
Kansas
|
$18.9M
|
+$352K
|
+3,602
|
+2%
|
|
|
20
|
Old Mission Capital
Chicago,
Illinois
|
$16.6M
|
+$8.24M
|
+84,272
|
+94%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$16M
|
+$3.52M
|
+35,996
|
+27%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$16M
|
-$2M
|
-20,475
|
-11%
|
|
|
23
|
Bessemer Group
Woodbridge,
New Jersey
|
$15.7M
|
-$685K
|
-7,000
|
-4%
|
|
|
24
|
AllianceBernstein
Nashville,
Tennessee
|
$15.2M
|
-$1.85M
|
-18,948
|
-11%
|
|
|
25
|
Wells Fargo
San Francisco,
California
|
$15M
|
+$456K
|
+4,656
|
+3%
|
|
