|
1
|
|
$800M
|
-$91.6M
|
-3,500,221
|
-11%
|
|
|
2
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$113M
|
+$57.5M
|
+2,196,137
|
+115%
|
|
|
3
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$107M
|
+$57.6M
|
+2,200,919
|
+131%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$71.3M
|
+$35.1M
|
+1,341,409
|
+108%
|
|
|
5
|
Bank of New York Mellon
New York
|
$69.8M
|
-$4.02M
|
-153,610
|
-6%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$59.2M
|
-$23.1M
|
-882,020
|
-29%
|
|
|
7
|
US Bancorp
Minneapolis,
Minnesota
|
$57.3M
|
-$4.79M
|
-182,854
|
-8%
|
|
|
8
|
Coldstream Capital Management
Bellevue,
Washington
|
$51M
|
+$6.58M
|
+251,353
|
+16%
|
|
|
9
|
Northern Trust
Chicago,
Illinois
|
$43.2M
|
+$4.76M
|
+181,677
|
+13%
|
|
|
10
|
PFS Investments
Duluth,
Georgia
|
$40.9M
|
-$153K
|
-5,837
|
-0.4%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$39M
|
-$10.2M
|
-390,847
|
-22%
|
|
|
12
|
|
$30.2M
|
-$35.3M
|
-1,346,463
|
-55%
|
|
|
13
|
HSBC Holdings
London,
United Kingdom
|
$26.5M
|
-$4.23M
|
-161,737
|
-14%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$25.6M
|
-$613K
|
-23,415
|
-2%
|
|
|
15
|
|
$23.7M
|
-$1.3M
|
-49,815
|
-5%
|
|
|
16
|
United Capital Financial Advisors
Irving,
Texas
|
$23.7M
|
+$623K
|
+23,793
|
+3%
|
|
|
17
|
Wharton Business Group
Malvern,
Pennsylvania
|
$20.6M
|
–
|
–
|
–
|
|
|
18
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$19.3M
|
+$9.64M
|
+368,206
|
+111%
|
|
|
19
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$17.1M
|
-$37.5M
|
-1,432,662
|
-70%
|
|
|
20
|
Rainier Group Investment Advisory
Bellevue,
Washington
|
$16.3M
|
+$15.5M
|
+591,694
|
New
|
|
|
21
|
Schoolcraft Capital
Boulder,
Colorado
|
$15.4M
|
-$729K
|
-27,824
|
-5%
|
|
|
22
|
First Mercantile Trust
Cordova,
Tennessee
|
$14.6M
|
-$3.29M
|
-125,474
|
-19%
|
|
|
23
|
Ameriprise
Minneapolis,
Minnesota
|
$13.7M
|
-$8.93M
|
-341,229
|
-40%
|
|
|
24
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$12.9M
|
+$1.87M
|
+71,603
|
+18%
|
|
|
25
|
AllianceBernstein
Nashville,
Tennessee
|
$11.2M
|
–
|
–
|
–
|
|
