|
1
|
|
$768M
|
-$30.5M
|
-1,099,196
|
-4%
|
|
|
2
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$102M
|
-$11.1M
|
-399,306
|
-10%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$95.5M
|
+$24.5M
|
+883,536
|
+34%
|
|
|
4
|
United Capital Financial Advisors
Irving,
Texas
|
$82.3M
|
+$59M
|
+2,128,380
|
+248%
|
|
|
5
|
Bank of New York Mellon
New York
|
$58.4M
|
-$11.3M
|
-408,299
|
-16%
|
|
|
6
|
US Bancorp
Minneapolis,
Minnesota
|
$50.1M
|
-$7.1M
|
-256,097
|
-12%
|
|
|
7
|
Coldstream Capital Management
Bellevue,
Washington
|
$49.8M
|
-$1.06M
|
-38,110
|
-2%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$48.2M
|
-$10.9M
|
-393,369
|
-18%
|
|
|
9
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$46.3M
|
-$61M
|
-2,199,637
|
-57%
|
|
|
10
|
Northern Trust
Chicago,
Illinois
|
$34.3M
|
-$8.88M
|
-320,085
|
-20%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$31.6M
|
-$7.32M
|
-263,971
|
-19%
|
|
|
12
|
PFS Investments
Duluth,
Georgia
|
$29.4M
|
-$11.6M
|
-417,347
|
-28%
|
|
|
13
|
HSBC Holdings
London,
United Kingdom
|
$25.8M
|
-$699K
|
-25,197
|
-3%
|
|
|
14
|
|
$22.6M
|
-$1.05M
|
-37,996
|
-4%
|
|
|
15
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$21.1M
|
+$1.89M
|
+67,985
|
+10%
|
|
|
16
|
Wharton Business Group
Malvern,
Pennsylvania
|
$20.5M
|
-$134K
|
-4,825
|
-0.6%
|
|
|
17
|
Ameriprise
Minneapolis,
Minnesota
|
$17.9M
|
+$4.11M
|
+148,305
|
+30%
|
|
|
18
|
Rainier Group Investment Advisory
Bellevue,
Washington
|
$16.6M
|
+$256K
|
+9,242
|
+2%
|
|
|
19
|
First Mercantile Trust
Cordova,
Tennessee
|
$16.5M
|
+$826K
|
+29,781
|
+6%
|
|
|
20
|
Schoolcraft Capital
Boulder,
Colorado
|
$16.1M
|
+$676K
|
+24,369
|
+4%
|
|
|
21
|
|
$15.5M
|
-$14.7M
|
-529,728
|
-48%
|
|
|
22
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$12.8M
|
-$24.5K
|
-883
|
-0.2%
|
|
|
23
|
Blankinship & Foster
Solana Beach,
California
|
$11.6M
|
+$2.17M
|
+78,080
|
+23%
|
|
|
24
|
LPL Financial
San Diego,
California
|
$11.5M
|
+$379K
|
+13,660
|
+3%
|
|
|
25
|
AllianceBernstein
Nashville,
Tennessee
|
$11.2M
|
–
|
–
|
–
|
|
