|
1
|
|
$928M
|
+$6.2M
|
+194,418
|
+0.7%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$174M
|
+$29.5M
|
+924,462
|
+21%
|
|
|
3
|
United Capital Financial Advisors
Irving,
Texas
|
$161M
|
+$31.5M
|
+988,376
|
+25%
|
|
|
4
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$100M
|
-$28.7M
|
-900,037
|
-23%
|
|
|
5
|
Coldstream Capital Management
Bellevue,
Washington
|
$82.5M
|
+$2.46M
|
+77,193
|
+3%
|
|
|
6
|
Bank of New York Mellon
New York
|
$62.3M
|
-$5.37M
|
-168,340
|
-8%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$48.9M
|
-$2.19M
|
-68,853
|
-4%
|
|
|
8
|
US Bancorp
Minneapolis,
Minnesota
|
$46.1M
|
-$5.74M
|
-179,939
|
-11%
|
|
|
9
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$38.7M
|
-$14.8M
|
-464,927
|
-28%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$36.2M
|
+$2.13M
|
+66,712
|
+6%
|
|
|
11
|
PFS Investments
Duluth,
Georgia
|
$34.1M
|
-$814K
|
-25,523
|
-2%
|
|
|
12
|
HSBC Holdings
London,
United Kingdom
|
$31.2M
|
-$428K
|
-13,425
|
-1%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$28.8M
|
+$2.99M
|
+93,718
|
+12%
|
|
|
14
|
Northern Trust
Chicago,
Illinois
|
$27.7M
|
-$6.22M
|
-195,233
|
-19%
|
|
|
15
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$27.3M
|
+$803K
|
+25,190
|
+3%
|
|
|
16
|
|
$26M
|
+$1.76M
|
+55,290
|
+8%
|
|
|
17
|
Schoolcraft Capital
Boulder,
Colorado
|
$19.9M
|
+$493K
|
+15,479
|
+3%
|
|
|
18
|
Wharton Business Group
Malvern,
Pennsylvania
|
$19.8M
|
-$4.57M
|
-143,360
|
-19%
|
|
|
19
|
Blankinship & Foster
Solana Beach,
California
|
$17.3M
|
+$2.23M
|
+69,882
|
+15%
|
|
|
20
|
First Mercantile Trust
Cordova,
Tennessee
|
$17.2M
|
-$1.22M
|
-38,126
|
-7%
|
|
|
21
|
LPL Financial
San Diego,
California
|
$16.6M
|
-$251K
|
-7,861
|
-2%
|
|
|
22
|
|
$14.1M
|
-$2.76M
|
-86,516
|
-17%
|
|
|
23
|
Csenge Advisory Group
Clearwater,
Florida
|
$10.8M
|
+$476K
|
+14,925
|
+5%
|
|
|
24
|
Exchange Capital Management
Ann Arbor,
Michigan
|
$10.8M
|
+$1.19M
|
+37,477
|
+13%
|
|
|
25
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$10.6M
|
-$3.72M
|
-116,720
|
-27%
|
|
