|
1
|
Wells Fargo
San Francisco,
California
|
$139M
|
+$9.65M
|
+352,232
|
+7%
|
|
|
2
|
Uniplan Investment Counsel
Milwaukee,
Wisconsin
|
$46.9M
|
+$51.4M
|
+1,876,250
|
New
|
|
|
3
|
Vicus Capital
State College,
Pennsylvania
|
$17.1M
|
+$1.29M
|
+47,053
|
+7%
|
|
|
4
|
Natixis Advisors
Boston,
Massachusetts
|
$12M
|
+$2.24M
|
+81,913
|
+21%
|
|
|
5
|
Congress Asset Management
Boston,
Massachusetts
|
$10.2M
|
+$3.03M
|
+110,773
|
+37%
|
|
|
6
|
Credit Suisse
Zurich,
Switzerland
|
$8.23M
|
+$8.15M
|
+297,650
|
+945%
|
|
|
7
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$8.15M
|
-$629K
|
-22,956
|
-7%
|
|
|
8
|
Aspiriant LLC
Los Angeles,
California
|
$6.81M
|
+$3.66M
|
+133,595
|
+96%
|
|
|
9
|
Eagle Global Advisors
Houston,
Texas
|
$5.65M
|
–
|
–
|
–
|
|
|
10
|
Stephens Inc
Little Rock,
Arkansas
|
$2.13M
|
+$22K
|
+802
|
+0.9%
|
|
|
11
|
Parametric Portfolio Associates
Seattle,
Washington
|
$2.13M
|
-$2.14K
|
-78
|
-0.1%
|
|
|
12
|
FC Advisory
West Chester,
Pennsylvania
|
$1.86M
|
+$209K
|
+7,627
|
+11%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$1.4M
|
+$603K
|
+22,013
|
+65%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.15M
|
+$98.3K
|
+3,590
|
+8%
|
|
|
15
|
|
$941K
|
+$1.03M
|
+37,606
|
New
|
|
|
16
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$857K
|
-$59K
|
-2,154
|
-6%
|
|
|
17
|
Aureus Asset Management
Boston,
Massachusetts
|
$492K
|
–
|
–
|
–
|
|
|
18
|
First Allied Advisory Services
San Diego,
California
|
$380K
|
+$47K
|
+1,716
|
+13%
|
|
|
19
|
Stifel Financial
St. Louis,
Missouri
|
$304K
|
-$660K
|
-24,112
|
-67%
|
|
|
20
|
M&T Bank
Buffalo,
New York
|
$205K
|
-$14.9K
|
-543
|
-6%
|
|
|
21
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$130K
|
-$39.6K
|
-1,445
|
-22%
|
|
|
22
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$122K
|
+$134K
|
+4,880
|
New
|
|
|
23
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$113K
|
–
|
–
|
–
|
|
|
24
|
Bank of America
Charlotte,
North Carolina
|
$51K
|
+$49.5K
|
+1,807
|
+837%
|
|
|
25
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$43K
|
+$16.5K
|
+604
|
+54%
|
|
