|
1
|
State Street
Boston,
Massachusetts
|
$102M
|
+$399K
|
+11,706
|
+0.4%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$70.5M
|
+$1.56M
|
+45,729
|
+2%
|
|
|
3
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$64.9M
|
-$7.09M
|
-207,913
|
-10%
|
|
|
4
|
Bessemer Group
Woodbridge,
New Jersey
|
$39.5M
|
-$42.1M
|
-1,235,000
|
-52%
|
|
|
5
|
Commerce Bank
Kansas City,
Missouri
|
$38.6M
|
-$1.86M
|
-54,622
|
-5%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$27.1M
|
-$458K
|
-13,428
|
-2%
|
|
|
7
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$25.4M
|
+$24.2M
|
+710,306
|
+7,850%
|
|
|
8
|
Barclays
London,
United Kingdom
|
$19.9M
|
-$1.07M
|
-31,495
|
-5%
|
|
|
9
|
AssetMark Inc
Concord,
California
|
$15.9M
|
+$436K
|
+12,792
|
+3%
|
|
|
10
|
LMCG Investments
Boston,
Massachusetts
|
$13.1M
|
+$194K
|
+5,683
|
+2%
|
|
|
11
|
Managed Account Advisors
Jersey City,
New Jersey
|
$12M
|
+$533K
|
+15,639
|
+5%
|
|
|
12
|
Comerica Bank
Dallas,
Texas
|
$11.1M
|
+$51.4K
|
+1,507
|
+0.5%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.7M
|
-$147K
|
-4,298
|
-1%
|
|
|
14
|
|
$10.4M
|
+$1.89M
|
+55,438
|
+23%
|
|
|
15
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$8.5M
|
+$494K
|
+14,467
|
+6%
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$5.82M
|
+$247K
|
+7,229
|
+5%
|
|
|
17
|
Carlson Capital Management
Northfield,
Minnesota
|
$5.47M
|
-$40.1K
|
-1,177
|
-0.8%
|
|
|
18
|
Ballentine Partners
Waltham,
Massachusetts
|
$4.61M
|
-$867K
|
-25,410
|
-16%
|
|
|
19
|
BBVA USA Bancshares
Houston,
Texas
|
$3.78M
|
-$197K
|
-5,765
|
-5%
|
|
|
20
|
Bank of New York Mellon
New York
|
$3.76M
|
+$136K
|
+3,990
|
+4%
|
|
|
21
|
Alesco Advisors
Pittsford,
New York
|
$3.56M
|
-$63.4K
|
-1,860
|
-2%
|
|
|
22
|
Mosaic Financial Partners
San Francisco,
California
|
$3.35M
|
-$49.5K
|
-1,452
|
-2%
|
|
|
23
|
|
$2.56M
|
+$165K
|
+4,842
|
+7%
|
|
|
24
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$2.42M
|
-$167K
|
-4,906
|
-7%
|
|
|
25
|
Aspiriant LLC
Los Angeles,
California
|
$2M
|
-$223K
|
-6,534
|
-10%
|
|
