|
1
|
SVB Wealth
Boston,
Massachusetts
|
$762M
|
+$11.2M
|
+122,905
|
+1%
|
|
|
2
|
|
$379M
|
-$11.4M
|
-124,776
|
-3%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$312M
|
-$239K
|
-2,617
|
-0.1%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$242M
|
+$94.9M
|
+1,036,644
|
+64%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$239M
|
+$21.1M
|
+230,567
|
+10%
|
|
|
6
|
Beacon Financial Group
Dallas,
Texas
|
$205M
|
-$4.87M
|
-53,244
|
-17%
|
|
|
7
|
St. James Investment Company
Southlake,
Texas
|
$144M
|
-$3.56M
|
-38,889
|
-2%
|
|
|
8
|
SEI Investments
Oaks,
Pennsylvania
|
$120M
|
+$51M
|
+557,808
|
+74%
|
|
|
9
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$119M
|
+$117M
|
+1,280,560
|
+7,057%
|
|
|
10
|
Oppenheimer Asset Management
New York
|
$114M
|
+$6.05M
|
+66,151
|
+6%
|
|
|
11
|
IndexIQ Advisors
New York
|
$101M
|
-$4M
|
-43,732
|
-4%
|
|
|
12
|
Forward Management
San Francisco,
California
|
$91.6M
|
-$152M
|
-1,657,983
|
-62%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$89.7M
|
-$40.2M
|
-438,965
|
-31%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$84.7M
|
+$614K
|
+6,708
|
+0.7%
|
|
|
15
|
AssetMark Inc
Concord,
California
|
$84M
|
-$25.1M
|
-274,541
|
-23%
|
|
|
16
|
VisionPoint Advisory Group
Dallas,
Texas
|
$83.3M
|
+$82.9M
|
+906,110
|
+19,096%
|
|
|
17
|
|
$76.2M
|
+$75M
|
+820,000
|
+5,964%
|
|
|
18
|
Jordan Park Group
San Francisco,
California
|
$70.5M
|
+$10.2M
|
+111,189
|
+17%
|
|
|
19
|
Alethea Capital Management
Mercer Island,
Washington
|
$67.1M
|
-$8.5M
|
-92,918
|
-11%
|
|
|
20
|
Ameriprise
Minneapolis,
Minnesota
|
$62.1M
|
-$213M
|
-2,326,066
|
-77%
|
|
|
21
|
Cypress Capital
Franklin,
Tennessee
|
$49.3M
|
+$9.82M
|
+107,314
|
+25%
|
|
|
22
|
HSBC Holdings
London,
United Kingdom
|
$42.2M
|
+$10.5M
|
+114,402
|
+33%
|
|
|
23
|
Scharf Investments
Los Gatos,
California
|
$42.1M
|
-$56.8M
|
-620,882
|
-57%
|
|
|
24
|
Main Management
San Francisco,
California
|
$33.7M
|
-$5.69M
|
-62,154
|
-14%
|
|
|
25
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$31.5M
|
+$64.5K
|
+705
|
+0.2%
|
|
