|
1
|
State Street
Boston,
Massachusetts
|
$111M
|
+$19.3M
|
+685,146
|
+22%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$63.1M
|
+$3.09M
|
+110,021
|
+5%
|
|
|
3
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$39.3M
|
-$11.7M
|
-416,447
|
-23%
|
|
|
4
|
Commerce Bank
Kansas City,
Missouri
|
$28.7M
|
-$677K
|
-24,071
|
-2%
|
|
|
5
|
AssetMark Inc
Concord,
California
|
$20.4M
|
+$3.88M
|
+138,087
|
+24%
|
|
|
6
|
Bessemer Group
Woodbridge,
New Jersey
|
$20.3M
|
+$19.7M
|
+700,000
|
New
|
|
|
7
|
Barclays
London,
United Kingdom
|
$19M
|
+$2.98M
|
+105,974
|
+19%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$16M
|
-$3.91M
|
-138,920
|
-20%
|
|
|
9
|
Managed Account Advisors
Jersey City,
New Jersey
|
$13.2M
|
+$1.58M
|
+56,248
|
+14%
|
|
|
10
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$10.9M
|
+$2.81M
|
+99,972
|
+36%
|
|
|
11
|
LMCG Investments
Boston,
Massachusetts
|
$9.67M
|
-$638K
|
-22,687
|
-6%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.5M
|
-$82.9K
|
-2,947
|
-1%
|
|
|
13
|
|
$6.61M
|
-$558K
|
-19,835
|
-8%
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$5.32M
|
+$302K
|
+10,742
|
+6%
|
|
|
15
|
Comerica Bank
Dallas,
Texas
|
$5.2M
|
-$8.91M
|
-316,766
|
-64%
|
|
|
16
|
Carlson Capital Management
Northfield,
Minnesota
|
$4.52M
|
+$131K
|
+4,660
|
+3%
|
|
|
17
|
Ballentine Partners
Waltham,
Massachusetts
|
$3.65M
|
-$129K
|
-4,580
|
-4%
|
|
|
18
|
Bank of New York Mellon
New York
|
$3.34M
|
-$1.61M
|
-57,226
|
-33%
|
|
|
19
|
United Capital Financial Advisors
Irving,
Texas
|
$2.95M
|
+$2.23M
|
+79,375
|
+465%
|
|
|
20
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$2.71M
|
+$2.64M
|
+93,745
|
New
|
|
|
21
|
Mosaic Financial Partners
San Francisco,
California
|
$2.59M
|
-$29.4K
|
-1,046
|
-1%
|
|
|
22
|
Alesco Advisors
Pittsford,
New York
|
$2.48M
|
+$62.9K
|
+2,235
|
+3%
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$2.34M
|
-$958K
|
-34,060
|
-30%
|
|
|
24
|
BBVA USA Bancshares
Houston,
Texas
|
$2.3M
|
-$163K
|
-5,799
|
-7%
|
|
|
25
|
Denver Investment Advisors
Denver,
Colorado
|
$1.97M
|
+$1.91M
|
+67,943
|
New
|
|
