|
1
|
Wells Fargo
San Francisco,
California
|
$144M
|
+$10.1M
|
+146,350
|
+8%
|
|
|
2
|
Jones Financial Companies
Des Peres,
Missouri
|
$138M
|
+$6.81M
|
+98,250
|
+5%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$83.3M
|
+$20.8M
|
+300,215
|
+35%
|
|
|
4
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$68.4M
|
+$366K
|
+5,279
|
+0.6%
|
|
|
5
|
US Bancorp
Minneapolis,
Minnesota
|
$58.9M
|
+$1.57M
|
+22,694
|
+3%
|
|
|
6
|
Choate Investment Advisors
Boston,
Massachusetts
|
$50.6M
|
-$8.45M
|
-121,920
|
-15%
|
|
|
7
|
Wilmington Trust
Wilmington,
Delaware
|
$41.4M
|
+$1.2M
|
+17,261
|
+3%
|
|
|
8
|
Convergent Wealth Advisors
Potomac,
Maryland
|
$35.6M
|
+$2.42M
|
+34,935
|
+7%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$33.6M
|
-$121K
|
-1,739
|
-0.4%
|
|
|
10
|
|
$31.3M
|
-$1.14M
|
-16,476
|
-4%
|
|
|
11
|
Macquarie Group
Sydney, NSW 2000,
Australia
|
$29M
|
-$2.08K
|
-30
|
-0%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$25.5M
|
-$5.03M
|
-72,514
|
-17%
|
|
|
13
|
Wilmington Trust National Association
Wilmington,
Delaware
|
$23.9M
|
-$694K
|
-10,017
|
-3%
|
|
|
14
|
Managed Account Advisors
Jersey City,
New Jersey
|
$23.3M
|
-$1.77M
|
-25,464
|
-7%
|
|
|
15
|
United Capital Financial Advisors
Irving,
Texas
|
$21.6M
|
+$316K
|
+4,558
|
+2%
|
|
|
16
|
Country Club Trust
Kansas City,
Missouri
|
$18.4M
|
+$2.17M
|
+31,355
|
+14%
|
|
|
17
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$15.9M
|
+$15.4M
|
+222,201
|
New
|
|
|
18
|
Ashford Capital Management
Wilmington,
Delaware
|
$15.1M
|
+$2.75M
|
+39,603
|
+23%
|
|
|
19
|
TD Capital Management
Memphis,
Tennessee
|
$14.7M
|
-$597K
|
-8,614
|
-4%
|
|
|
20
|
BOK Financial
Tulsa,
Oklahoma
|
$14.6M
|
+$217K
|
+3,124
|
+2%
|
|
|
21
|
BlackRock Institutional Trust
San Francisco,
California
|
$13.2M
|
-$1.02M
|
-14,685
|
-7%
|
|
|
22
|
Tactical Allocation Group
Birmingham,
Michigan
|
$12.9M
|
-$1.6M
|
-23,073
|
-11%
|
|
|
23
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$12.7M
|
-$162K
|
-2,341
|
-1%
|
|
|
24
|
|
$12.7M
|
-$1.59M
|
-23,000
|
-11%
|
|
|
25
|
|
$11.3M
|
+$191K
|
+2,754
|
+2%
|
|
