|
1
|
Bank of America
Charlotte,
North Carolina
|
$328M
|
-$86.8M
|
-1,580,671
|
-21%
|
|
|
2
|
|
$263M
|
-$9.7M
|
-176,707
|
-4%
|
|
|
3
|
|
$223M
|
+$26.7M
|
+485,398
|
+14%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$158M
|
+$7.27M
|
+132,418
|
+5%
|
|
|
5
|
Thornburg Investment Management
Santa Fe,
New Mexico
|
$120M
|
-$19.2M
|
-349,152
|
-62%
|
|
|
6
|
Merit Financial Group
Alpharetta,
Georgia
|
$95M
|
+$93.4M
|
+1,701,588
|
+15,313%
|
|
|
7
|
German American Bancorp
Jasper,
Indiana
|
$87.4M
|
+$1.17M
|
+21,275
|
+1%
|
|
|
8
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$82M
|
-$510K
|
-9,286
|
-0.6%
|
|
|
9
|
Focus Partners Wealth
Boston,
Massachusetts
|
$78.8M
|
+$76.4M
|
+1,391,713
|
+4,711%
|
|
|
10
|
|
$67.8M
|
+$1.28M
|
+23,283
|
+2%
|
|
|
11
|
|
$66.5M
|
+$14.2M
|
+259,317
|
+28%
|
|
|
12
|
Regions Financial Corp
Birmingham,
Alabama
|
$63M
|
-$490K
|
-8,933
|
-0.8%
|
|
|
13
|
Cliffwater
Marina Del Rey,
California
|
$60.9M
|
–
|
–
|
–
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$59.3M
|
-$17.1M
|
-310,578
|
-23%
|
|
|
15
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$58.3M
|
-$547K
|
-9,969
|
-0.9%
|
|
|
16
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$58.1M
|
-$2.28M
|
-41,448
|
-4%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$58M
|
+$7.87M
|
+143,411
|
+16%
|
|
|
18
|
Winthrop Advisory Group
Boston,
Massachusetts
|
$51M
|
+$8.94M
|
+162,790
|
+21%
|
|
|
19
|
|
$48.6M
|
+$4.21M
|
+76,706
|
+10%
|
|
|
20
|
Calamos Wealth Management
Naperville,
Illinois
|
$48M
|
+$337K
|
+6,139
|
+0.7%
|
|
|
21
|
BNP Paribas Financial Markets
Paris,
France
|
$47.2M
|
+$655K
|
+11,925
|
+1%
|
|
|
22
|
|
$46.5M
|
-$2.08M
|
-37,936
|
-4%
|
|
|
23
|
TLWM Financial
San Antonio,
Texas
|
$45.6M
|
-$39.7K
|
-723
|
-0.1%
|
|
|
24
|
GM Advisory Group
Melville,
New York
|
$42.8M
|
+$5.04M
|
+91,701
|
+13%
|
|
|
25
|
US Bancorp
Minneapolis,
Minnesota
|
$41.4M
|
-$776K
|
-14,136
|
-2%
|
|
