|
1
|
Bank of America
Charlotte,
North Carolina
|
$361M
|
-$12.3M
|
-243,017
|
-3%
|
|
|
2
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$201M
|
-$354M
|
-7,002,455
|
-64%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$72M
|
-$4.14M
|
-82,049
|
-5%
|
|
|
4
|
|
$70.9M
|
-$14.1M
|
-278,937
|
-17%
|
|
|
5
|
Alesco Advisors
Pittsford,
New York
|
$57.1M
|
+$5.2M
|
+102,955
|
+10%
|
|
|
6
|
Efficient Market Advisors
San Diego,
California
|
$55.4M
|
+$3.65M
|
+72,363
|
+7%
|
|
|
7
|
Swiss Re
Zurich,
Switzerland
|
$50.6M
|
–
|
–
|
–
|
|
|
8
|
BlackRock Advisors
Wilmington,
Delaware
|
$49.3M
|
+$9.64M
|
+190,835
|
+24%
|
|
|
9
|
Windham Capital Management
Boston,
Massachusetts
|
$47.3M
|
-$24.4M
|
-484,028
|
-34%
|
|
|
10
|
Fidelity Investments
Boston,
Massachusetts
|
$46M
|
-$740K
|
-14,646
|
-2%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$42.9M
|
-$14.2M
|
-280,282
|
-25%
|
|
|
12
|
AssetMark Inc
Concord,
California
|
$36.2M
|
-$34.4M
|
-681,326
|
-49%
|
|
|
13
|
Davenport & Co
Richmond,
Virginia
|
$34.5M
|
+$966K
|
+19,135
|
+3%
|
|
|
14
|
BlackRock Investment Management
Wilmington,
Delaware
|
$32.9M
|
-$5.4M
|
-106,906
|
-14%
|
|
|
15
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$32.8M
|
+$4.37M
|
+86,627
|
+15%
|
|
|
16
|
Great Lakes Advisors
Chicago,
Illinois
|
$30.7M
|
-$6.58M
|
-130,348
|
-18%
|
|
|
17
|
Global Atlantic Investment Advisors
Indianapolis,
Indiana
|
$30.2M
|
+$752K
|
+14,896
|
+3%
|
|
|
18
|
MV Capital Management
Bethesda,
Maryland
|
$29.8M
|
+$434K
|
+8,588
|
+1%
|
|
|
19
|
Capstone Asset Management
Houston,
Texas
|
$29.2M
|
–
|
–
|
–
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$24.6M
|
-$8.34M
|
-165,078
|
-25%
|
|
|
21
|
United Capital Financial Advisors
Irving,
Texas
|
$24.1M
|
+$12.1M
|
+240,552
|
+104%
|
|
|
22
|
Eastern Bank
Boston,
Massachusetts
|
$21.3M
|
+$450K
|
+8,908
|
+2%
|
|
|
23
|
D.J. St. Germain
Springfield,
Massachusetts
|
$20.8M
|
-$328K
|
-6,500
|
-2%
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
$20M
|
-$3.85M
|
-76,169
|
-16%
|
|
|
25
|
Bank of the West
Monterey Park,
California
|
$19.5M
|
-$4.72M
|
-93,489
|
-19%
|
|
