|
1
|
Wells Fargo
San Francisco,
California
|
$127M
|
-$1.91M
|
-29,019
|
-2%
|
|
|
2
|
Jones Financial Companies
Des Peres,
Missouri
|
$125M
|
+$7.93M
|
+120,826
|
+7%
|
|
|
3
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$64.8M
|
-$4.08M
|
-62,167
|
-6%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$59M
|
+$2.2M
|
+33,560
|
+4%
|
|
|
5
|
Choate Investment Advisors
Boston,
Massachusetts
|
$56.5M
|
-$10.1M
|
-154,496
|
-16%
|
|
|
6
|
US Bancorp
Minneapolis,
Minnesota
|
$54.6M
|
+$2.24M
|
+34,145
|
+4%
|
|
|
7
|
Wilmington Trust
Wilmington,
Delaware
|
$38.3M
|
+$2.16M
|
+32,971
|
+6%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$32.2M
|
-$337K
|
-5,129
|
-1%
|
|
|
9
|
Convergent Wealth Advisors
Potomac,
Maryland
|
$31.6M
|
-$16.8M
|
-256,494
|
-34%
|
|
|
10
|
|
$30.9M
|
+$468K
|
+7,124
|
+2%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$29.2M
|
-$6.54M
|
-99,646
|
-19%
|
|
|
12
|
Macquarie Group
Sydney, NSW 2000,
Australia
|
$27.7M
|
-$625K
|
-9,515
|
-2%
|
|
|
13
|
Managed Account Advisors
Jersey City,
New Jersey
|
$23.9M
|
+$752K
|
+11,450
|
+3%
|
|
|
14
|
Wilmington Trust National Association
Wilmington,
Delaware
|
$23.5M
|
+$1.47M
|
+22,465
|
+7%
|
|
|
15
|
United Capital Financial Advisors
Irving,
Texas
|
$20.3M
|
+$569K
|
+8,666
|
+3%
|
|
|
16
|
Country Club Trust
Kansas City,
Missouri
|
$15.4M
|
+$1.5M
|
+22,795
|
+11%
|
|
|
17
|
TD Capital Management
Memphis,
Tennessee
|
$14.6M
|
+$376K
|
+5,720
|
+3%
|
|
|
18
|
Tactical Allocation Group
Birmingham,
Michigan
|
$13.9M
|
-$2.65M
|
-40,389
|
-17%
|
|
|
19
|
BOK Financial
Tulsa,
Oklahoma
|
$13.7M
|
+$133K
|
+2,031
|
+1%
|
|
|
20
|
|
$13.6M
|
–
|
–
|
–
|
|
|
21
|
BlackRock Institutional Trust
San Francisco,
California
|
$13.6M
|
+$13.1M
|
+199,837
|
New
|
|
|
22
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$12.3M
|
-$85.7K
|
-1,305
|
-0.7%
|
|
|
23
|
Ashford Capital Management
Wilmington,
Delaware
|
$11.7M
|
+$1.63M
|
+24,863
|
+17%
|
|
|
24
|
Brighton Jones LLC
Seattle,
Washington
|
$11.1M
|
-$782K
|
-11,907
|
-7%
|
|
|
25
|
|
$10.9M
|
+$1.11M
|
+16,922
|
+12%
|
|
