|
1
|
|
$2.61B
|
+$67.3M
|
+2,667,090
|
+3%
|
|
|
2
|
|
$1.72B
|
-$20.6M
|
-817,373
|
-1%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$1.54B
|
-$43.6M
|
-1,727,361
|
-3%
|
|
|
4
|
|
$234M
|
-$18.5M
|
-733,053
|
-7%
|
|
|
5
|
Comerica Bank
Dallas,
Texas
|
$206M
|
+$30M
|
+1,187,446
|
+18%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$167M
|
-$53.7M
|
-2,129,150
|
-25%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$155M
|
+$15.3M
|
+605,025
|
+11%
|
|
|
8
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$149M
|
-$24.6M
|
-973,739
|
-14%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$110M
|
-$21.2M
|
-840,679
|
-16%
|
|
|
10
|
United Capital Financial Advisors
Irving,
Texas
|
$98.1M
|
+$20M
|
+794,364
|
+26%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$91.9M
|
-$114M
|
-4,530,201
|
-55%
|
|
|
12
|
|
$78M
|
+$5.55M
|
+220,097
|
+8%
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$73.3M
|
-$21M
|
-832,877
|
-22%
|
|
|
14
|
Lenox Wealth Advisors
New York
|
$71.2M
|
+$3.67M
|
+145,619
|
+6%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$68.2M
|
-$31.2M
|
-1,237,724
|
-32%
|
|
|
16
|
Mission Wealth Management
Santa Barbara,
California
|
$67.3M
|
+$1.73M
|
+68,581
|
+3%
|
|
|
17
|
Ameriprise
Minneapolis,
Minnesota
|
$62.3M
|
+$946K
|
+37,491
|
+2%
|
|
|
18
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$59.2M
|
-$20.2M
|
-801,737
|
-26%
|
|
|
19
|
WESCAP Management Group
Glendale,
California
|
$48.8M
|
-$4.56M
|
-180,578
|
-9%
|
|
|
20
|
US Bancorp
Minneapolis,
Minnesota
|
$45.7M
|
+$18.1M
|
+716,330
|
+67%
|
|
|
21
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$45.6M
|
+$8.34M
|
+330,590
|
+23%
|
|
|
22
|
BOK Financial Private Wealth
Denver,
Colorado
|
$42.5M
|
+$3.83M
|
+151,849
|
+10%
|
|
|
23
|
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
$39.6M
|
-$55.5M
|
-2,200,000
|
-59%
|
|
|
24
|
Financial Advisory Group
Houston,
Texas
|
$34M
|
+$3.62M
|
+143,374
|
+12%
|
|
|
25
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$33.5M
|
+$26.1M
|
+1,034,320
|
+370%
|
|
