|
1
|
Bank of America
Charlotte,
North Carolina
|
$335M
|
-$28.3M
|
-559,207
|
-8%
|
|
|
2
|
Aegon USA Investment Management
Cedar Rapids,
Iowa
|
$220M
|
+$25.7M
|
+508,723
|
+13%
|
|
|
3
|
AssetMark Inc
Concord,
California
|
$108M
|
+$108M
|
+2,136,870
|
+43,371%
|
|
|
4
|
Ameriprise
Minneapolis,
Minnesota
|
$89.5M
|
-$42.6M
|
-842,746
|
-32%
|
|
|
5
|
Windham Capital Management
Boston,
Massachusetts
|
$88.9M
|
+$88.8M
|
+1,755,085
|
New
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$82.6M
|
-$11M
|
-216,493
|
-12%
|
|
|
7
|
|
$75.3M
|
-$2.02M
|
-39,888
|
-3%
|
|
|
8
|
Efficient Market Advisors
San Diego,
California
|
$61.7M
|
+$946K
|
+18,686
|
+2%
|
|
|
9
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$57.4M
|
–
|
–
|
–
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$55.7M
|
-$20.1M
|
-398,077
|
-27%
|
|
|
11
|
Alesco Advisors
Pittsford,
New York
|
$51M
|
+$2.52M
|
+49,891
|
+5%
|
|
|
12
|
Swiss Re
Zurich,
Switzerland
|
$50.6M
|
–
|
–
|
–
|
|
|
13
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$42.5M
|
-$5.62M
|
-110,999
|
-12%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$41.2M
|
-$12.8M
|
-253,083
|
-24%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$33.1M
|
-$8.23M
|
-162,538
|
-20%
|
|
|
16
|
Destination Wealth Management
Walnut Creek,
California
|
$33M
|
-$1.2M
|
-23,769
|
-4%
|
|
|
17
|
Davenport & Co
Richmond,
Virginia
|
$29.4M
|
-$2.02M
|
-39,979
|
-6%
|
|
|
18
|
Capstone Asset Management
Houston,
Texas
|
$29.2M
|
-$306K
|
-6,050
|
-1%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$29.2M
|
-$9.26M
|
-182,941
|
-24%
|
|
|
20
|
Stifel Financial
St. Louis,
Missouri
|
$26.8M
|
+$778K
|
+15,381
|
+3%
|
|
|
21
|
MV Capital Management
Bethesda,
Maryland
|
$26.4M
|
-$909K
|
-17,957
|
-3%
|
|
|
22
|
Global Atlantic Investment Advisors
Indianapolis,
Indiana
|
$25.5M
|
+$17M
|
+336,864
|
+201%
|
|
|
23
|
Eastern Bank
Boston,
Massachusetts
|
$22.6M
|
+$370K
|
+7,312
|
+2%
|
|
|
24
|
D.J. St. Germain
Springfield,
Massachusetts
|
$22.1M
|
-$497K
|
-9,825
|
-2%
|
|
|
25
|
Bank of the West
Monterey Park,
California
|
$22M
|
+$12.6M
|
+248,723
|
+133%
|
|
