|
1
|
Bank of America
Charlotte,
North Carolina
|
$348M
|
+$13.2M
|
+260,413
|
+4%
|
|
|
2
|
|
$80M
|
+$4.76M
|
+93,900
|
+6%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$70.3M
|
-$12.3M
|
-243,092
|
-15%
|
|
|
4
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$58.2M
|
+$797K
|
+15,730
|
+1%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$55.2M
|
-$509K
|
-10,048
|
-0.9%
|
|
|
6
|
Alesco Advisors
Pittsford,
New York
|
$53.8M
|
+$2.84M
|
+56,027
|
+6%
|
|
|
7
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$52M
|
+$9.54M
|
+188,233
|
+22%
|
|
|
8
|
Swiss Re
Zurich,
Switzerland
|
$50.6M
|
–
|
–
|
–
|
|
|
9
|
Efficient Market Advisors
San Diego,
California
|
$41.6M
|
-$20.1M
|
-397,665
|
-33%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$38.4M
|
-$2.85M
|
-56,254
|
-7%
|
|
|
11
|
Destination Wealth Management
Walnut Creek,
California
|
$35.3M
|
+$2.23M
|
+43,977
|
+7%
|
|
|
12
|
Windham Capital Management
Boston,
Massachusetts
|
$33.9M
|
-$55M
|
-1,085,730
|
-62%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$33.9M
|
+$755K
|
+14,907
|
+2%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$33.4M
|
-$55.7M
|
-1,098,483
|
-62%
|
|
|
15
|
Davenport & Co
Richmond,
Virginia
|
$31.4M
|
+$1.98M
|
+39,107
|
+7%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$30.2M
|
+$1.05M
|
+20,774
|
+4%
|
|
|
17
|
Capstone Asset Management
Houston,
Texas
|
$29.2M
|
–
|
–
|
–
|
|
|
18
|
MV Capital Management
Bethesda,
Maryland
|
$27.9M
|
+$1.5M
|
+29,625
|
+6%
|
|
|
19
|
Stifel Financial
St. Louis,
Missouri
|
$27.4M
|
+$558K
|
+11,019
|
+2%
|
|
|
20
|
AssetMark Inc
Concord,
California
|
$25M
|
-$83.5M
|
-1,647,865
|
-77%
|
|
|
21
|
Global Atlantic Investment Advisors
Indianapolis,
Indiana
|
$24.3M
|
-$1.25M
|
-24,741
|
-5%
|
|
|
22
|
D.J. St. Germain
Springfield,
Massachusetts
|
$22.1M
|
+$28.7K
|
+567
|
+0.1%
|
|
|
23
|
|
$21.9M
|
+$21.9M
|
+432,581
|
New
|
|
|
24
|
Bank of the West
Monterey Park,
California
|
$21.8M
|
-$247K
|
-4,869
|
-1%
|
|
|
25
|
Steinberg Global Asset Management
Boca Raton,
Florida
|
$21.4M
|
+$594K
|
+11,721
|
+3%
|
|
