|
1
|
|
$3.21B
|
+$1.58B
|
+56,315,815
|
+84%
|
|
|
2
|
|
$1.84B
|
+$227M
|
+8,096,390
|
+13%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$1.67B
|
+$250M
|
+8,903,925
|
+16%
|
|
|
4
|
|
$269M
|
-$23.9M
|
-849,325
|
-8%
|
|
|
5
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$260M
|
+$1.94M
|
+69,207
|
+0.7%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$225M
|
+$19.4M
|
+689,736
|
+9%
|
|
|
7
|
Comerica Bank
Dallas,
Texas
|
$155M
|
-$115M
|
-4,088,284
|
-41%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$126M
|
-$20.4M
|
-725,928
|
-13%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$110M
|
+$5.15M
|
+183,132
|
+5%
|
|
|
10
|
RiverFront Investment Group
Richmond,
Virginia
|
$109M
|
-$81.7M
|
-2,906,264
|
-41%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$100M
|
+$21.5M
|
+765,660
|
+26%
|
|
|
12
|
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
$91.3M
|
+$28.1M
|
+1,000,000
|
+40%
|
|
|
13
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$79.9M
|
-$70.5M
|
-2,510,875
|
-45%
|
|
|
14
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$79.4M
|
+$76.9M
|
+2,738,554
|
+896%
|
|
|
15
|
|
$73.7M
|
-$19.5M
|
-694,335
|
-20%
|
|
|
16
|
United Capital Financial Advisors
Irving,
Texas
|
$72.8M
|
+$11.4M
|
+404,822
|
+17%
|
|
|
17
|
Lenox Wealth Advisors
New York
|
$64.5M
|
+$13.2M
|
+470,487
|
+23%
|
|
|
18
|
Mission Wealth Management
Santa Barbara,
California
|
$63.2M
|
+$68.1M
|
+2,422,560
|
New
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$62.7M
|
+$116K
|
+4,128
|
+0.2%
|
|
|
20
|
Raymond James & Associates
St Petersburg,
Florida
|
$53.8M
|
-$14.9M
|
-529,068
|
-20%
|
|
|
21
|
Ameriprise
Minneapolis,
Minnesota
|
$51.6M
|
+$16.3M
|
+578,446
|
+41%
|
|
|
22
|
|
$47.4M
|
+$51M
|
+1,816,449
|
New
|
|
|
23
|
Cerity Partners OCIO
New York
|
$45.5M
|
+$2.48M
|
+88,152
|
+5%
|
|
|
24
|
BOK Financial Private Wealth
Denver,
Colorado
|
$44.6M
|
-$13M
|
-461,496
|
-21%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$33.3M
|
+$6.29M
|
+223,841
|
+21%
|
|
