|
1
|
Bank of America
Charlotte,
North Carolina
|
$256M
|
+$8.53M
|
+235,205
|
+4%
|
|
|
2
|
|
$91.7M
|
+$3.4M
|
+93,648
|
+4%
|
|
|
3
|
|
$63.2M
|
-$56.5M
|
-1,557,281
|
-49%
|
|
|
4
|
BlackRock Japan
Tokyo,
Japan
|
$45.5M
|
+$6.75M
|
+186,230
|
+19%
|
|
|
5
|
Mizuho Trust & Banking
Tokyo,
Japan
|
$45.3M
|
+$6.19M
|
+170,673
|
+17%
|
|
|
6
|
|
$44.2M
|
-$4.44M
|
-122,480
|
-10%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$28.6M
|
-$6.59M
|
-181,802
|
-20%
|
|
|
8
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$25.2M
|
-$3.52M
|
-97,079
|
-13%
|
|
|
9
|
|
$24.7M
|
–
|
–
|
–
|
|
|
10
|
Bessemer Group
Woodbridge,
New Jersey
|
$19.1M
|
–
|
–
|
–
|
|
|
11
|
|
$17.6M
|
+$1.81M
|
+50,031
|
+13%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$13.7M
|
+$2.71M
|
+74,680
|
+27%
|
|
|
13
|
|
$12.3M
|
-$786K
|
-21,679
|
-6%
|
|
|
14
|
HSBC Holdings
London,
United Kingdom
|
$10.3M
|
+$4.75M
|
+131,124
|
+99%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9.59M
|
-$666K
|
-18,356
|
-7%
|
|
|
16
|
Polaris Wealth Advisory Group
San Rafael,
California
|
$8.93M
|
+$8.25M
|
+227,686
|
New
|
|
|
17
|
LPL Financial
San Diego,
California
|
$6.77M
|
-$934K
|
-25,752
|
-13%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.5M
|
-$357K
|
-9,833
|
-6%
|
|
|
19
|
Badgley, Phelps & Bell
Seattle,
Washington
|
$6.36M
|
+$1.02M
|
+28,246
|
+21%
|
|
|
20
|
Financial Management Professionals
Austin,
Texas
|
$6.29M
|
+$5.81M
|
+160,340
|
+106,893%
|
|
|
21
|
KeyBank National Association
Cleveland,
Ohio
|
$6.09M
|
-$337K
|
-9,306
|
-6%
|
|
|
22
|
Natixis Investment Managers International
Paris,
France
|
$5.9M
|
–
|
–
|
–
|
|
|
23
|
|
$5.04M
|
-$431K
|
-11,900
|
-8%
|
|
|
24
|
Bar Harbor Wealth Management
Concord,
New Hampshire
|
$4.82M
|
+$6.96K
|
+192
|
+0.2%
|
|
|
25
|
GAM Holding
Zurich,
Switzerland
|
$4.81M
|
–
|
–
|
–
|
|
