|
1
|
Bank of America
Charlotte,
North Carolina
|
$486M
|
+$106M
|
+1,601,956
|
+28%
|
|
|
2
|
|
$358M
|
+$2.32M
|
+34,953
|
+0.7%
|
|
|
3
|
|
$298M
|
+$9.25M
|
+139,642
|
+3%
|
|
|
4
|
Align Financial
Hermantown,
Minnesota
|
$296M
|
+$19.6M
|
+296,245
|
New
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$185M
|
+$5.24M
|
+79,121
|
+3%
|
|
|
6
|
|
$161M
|
+$154M
|
+2,319,101
|
+2,865%
|
|
|
7
|
Acadian Asset Management
Boston,
Massachusetts
|
$151M
|
+$149M
|
+2,252,690
|
New
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$128M
|
+$5.89M
|
+88,834
|
+5%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$114M
|
+$27.3M
|
+412,605
|
+32%
|
|
|
10
|
Focus Partners Wealth
Boston,
Massachusetts
|
$113M
|
+$7.5M
|
+113,135
|
+7%
|
|
|
11
|
German American Bancorp
Jasper,
Indiana
|
$108M
|
-$504K
|
-7,613
|
-0.5%
|
|
|
12
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$95.6M
|
-$319K
|
-4,816
|
-0.3%
|
|
|
13
|
|
$88.6M
|
+$5.2M
|
+78,526
|
+6%
|
|
|
14
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$86.9M
|
+$84.9M
|
+1,281,794
|
+10,102%
|
|
|
15
|
Winthrop Advisory Group
Boston,
Massachusetts
|
$75.5M
|
+$5.15M
|
+77,711
|
+7%
|
|
|
16
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$72.3M
|
+$71.4M
|
+1,077,223
|
New
|
|
|
17
|
MML Investors Services
Springfield,
Massachusetts
|
$70.4M
|
+$20M
|
+301,687
|
+40%
|
|
|
18
|
Cliffwater
Marina Del Rey,
California
|
$70.4M
|
–
|
–
|
–
|
|
|
19
|
GM Advisory Group
Melville,
New York
|
$68.4M
|
+$8.68M
|
+130,960
|
+15%
|
|
|
20
|
Calamos Wealth Management
Naperville,
Illinois
|
$65.8M
|
+$1.38M
|
+20,849
|
+2%
|
|
|
21
|
Regions Financial Corp
Birmingham,
Alabama
|
$63M
|
-$4.93M
|
-74,381
|
-7%
|
|
|
22
|
|
$63M
|
+$7.26M
|
+109,615
|
+13%
|
|
|
23
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$59.8M
|
-$142K
|
-2,141
|
-0.2%
|
|
|
24
|
|
$57.3M
|
-$1.69M
|
-25,436
|
-3%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$57.3M
|
+$32.3M
|
+487,082
|
+133%
|
|
