|
1
|
Bank of America
Charlotte,
North Carolina
|
$423M
|
+$57.9M
|
+1,140,809
|
+16%
|
|
|
2
|
|
$103M
|
+$14.7M
|
+290,366
|
+17%
|
|
|
3
|
AssetMark Inc
Concord,
California
|
$87.7M
|
-$120M
|
-2,362,296
|
-58%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$79.2M
|
+$53.9M
|
+1,063,204
|
+213%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$73.5M
|
-$914K
|
-18,011
|
-1%
|
|
|
6
|
Efficient Market Advisors
San Diego,
California
|
$64.9M
|
+$2.83M
|
+55,849
|
+5%
|
|
|
7
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$64.8M
|
+$8.19M
|
+161,362
|
+14%
|
|
|
8
|
Alesco Advisors
Pittsford,
New York
|
$61.8M
|
+$1.69M
|
+33,283
|
+3%
|
|
|
9
|
Swiss Re
Zurich,
Switzerland
|
$50.7M
|
–
|
–
|
–
|
|
|
10
|
Fidelity Investments
Boston,
Massachusetts
|
$48.1M
|
+$1.4M
|
+27,645
|
+3%
|
|
|
11
|
Windham Capital Management
Boston,
Massachusetts
|
$46.4M
|
-$16.3M
|
-322,159
|
-26%
|
|
|
12
|
Davenport & Co
Richmond,
Virginia
|
$36M
|
+$1.14M
|
+22,538
|
+3%
|
|
|
13
|
MV Capital Management
Bethesda,
Maryland
|
$33.3M
|
+$8.63M
|
+170,039
|
+35%
|
|
|
14
|
|
$28.5M
|
+$13.5M
|
+266,098
|
+90%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$24.6M
|
+$2.42M
|
+47,721
|
+11%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$23.2M
|
+$7.38M
|
+145,522
|
+47%
|
|
|
17
|
Eastern Bank
Boston,
Massachusetts
|
$23.2M
|
+$1.16M
|
+22,876
|
+5%
|
|
|
18
|
Great Lakes Advisors
Chicago,
Illinois
|
$22.8M
|
+$653K
|
+12,878
|
+3%
|
|
|
19
|
Capstone Asset Management
Houston,
Texas
|
$22.5M
|
–
|
–
|
–
|
|
|
20
|
Capital Investment Services of America
Milwaukee,
Wisconsin
|
$22.3M
|
+$4.9M
|
+96,515
|
+28%
|
|
|
21
|
D.J. St. Germain
Springfield,
Massachusetts
|
$20.8M
|
+$477K
|
+9,405
|
+2%
|
|
|
22
|
BlackRock Investment Management
Wilmington,
Delaware
|
$20.8M
|
-$23.3M
|
-459,636
|
-53%
|
|
|
23
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$18.9M
|
+$1.03M
|
+20,393
|
+6%
|
|
|
24
|
Ameriprise
Minneapolis,
Minnesota
|
$18.8M
|
+$8M
|
+157,740
|
+74%
|
|
|
25
|
Destination Wealth Management
Walnut Creek,
California
|
$18.5M
|
+$102K
|
+2,017
|
+0.6%
|
|
