|
1
|
Bank of America
Charlotte,
North Carolina
|
$365M
|
+$3.28M
|
+64,695
|
+0.9%
|
|
|
2
|
AssetMark Inc
Concord,
California
|
$208M
|
+$171M
|
+3,376,492
|
+472%
|
|
|
3
|
|
$88M
|
+$16.9M
|
+332,929
|
+24%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$74.5M
|
+$2.27M
|
+44,900
|
+3%
|
|
|
5
|
Windham Capital Management
Boston,
Massachusetts
|
$62.7M
|
+$15.3M
|
+301,843
|
+32%
|
|
|
6
|
Efficient Market Advisors
San Diego,
California
|
$62.1M
|
+$6.55M
|
+129,203
|
+12%
|
|
|
7
|
Alesco Advisors
Pittsford,
New York
|
$60.1M
|
+$2.88M
|
+56,759
|
+5%
|
|
|
8
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$56.7M
|
-$145M
|
-2,854,889
|
-72%
|
|
|
9
|
Swiss Re
Zurich,
Switzerland
|
$50.8M
|
–
|
–
|
–
|
|
|
10
|
Fidelity Investments
Boston,
Massachusetts
|
$46.7M
|
+$645K
|
+12,732
|
+1%
|
|
|
11
|
BlackRock Investment Management
Wilmington,
Delaware
|
$44.1M
|
+$11.1M
|
+219,463
|
+34%
|
|
|
12
|
Davenport & Co
Richmond,
Virginia
|
$34.9M
|
+$341K
|
+6,734
|
+1%
|
|
|
13
|
Global Atlantic Investment Advisors
Indianapolis,
Indiana
|
$31.3M
|
+$1.04M
|
+20,546
|
+3%
|
|
|
14
|
Crossmark Global Holdings
Houston,
Texas
|
$30.6M
|
+$30.5M
|
+601,252
|
New
|
|
|
15
|
BlackRock Advisors
Wilmington,
Delaware
|
$26.3M
|
-$23.1M
|
-456,328
|
-47%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$25.3M
|
+$603K
|
+11,904
|
+2%
|
|
|
17
|
MV Capital Management
Bethesda,
Maryland
|
$24.7M
|
-$5.17M
|
-102,031
|
-17%
|
|
|
18
|
Capstone Asset Management
Houston,
Texas
|
$22.5M
|
-$6.78M
|
-133,900
|
-23%
|
|
|
19
|
Great Lakes Advisors
Chicago,
Illinois
|
$22.2M
|
-$8.6M
|
-169,756
|
-28%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$22.2M
|
-$20.8M
|
-411,378
|
-49%
|
|
|
21
|
Eastern Bank
Boston,
Massachusetts
|
$22M
|
+$636K
|
+12,561
|
+3%
|
|
|
22
|
D.J. St. Germain
Springfield,
Massachusetts
|
$20.4M
|
-$530K
|
-10,461
|
-3%
|
|
|
23
|
Destination Wealth Management
Walnut Creek,
California
|
$18.4M
|
+$660K
|
+13,027
|
+4%
|
|
|
24
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$17.9M
|
+$11.3M
|
+222,163
|
+170%
|
|
|
25
|
Valmark Advisers
Akron,
Ohio
|
$17.5M
|
+$456K
|
+9,000
|
+3%
|
|
