|
1
|
|
$1.01B
|
+$31.2M
|
+918,789
|
+3%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$220M
|
+$36.1M
|
+1,061,749
|
+20%
|
|
|
3
|
United Capital Financial Advisors
Irving,
Texas
|
$199M
|
+$29.4M
|
+866,523
|
+18%
|
|
|
4
|
Coldstream Capital Management
Bellevue,
Washington
|
$117M
|
+$29.8M
|
+877,180
|
+35%
|
|
|
5
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$88.7M
|
-$16.6M
|
-487,404
|
-16%
|
|
|
6
|
Bank of New York Mellon
New York
|
$56.4M
|
-$8.84M
|
-260,289
|
-14%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$49.3M
|
-$2.04M
|
-60,184
|
-4%
|
|
|
8
|
US Bancorp
Minneapolis,
Minnesota
|
$46.9M
|
-$1.5M
|
-44,061
|
-3%
|
|
|
9
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$43.3M
|
+$2.53M
|
+74,503
|
+6%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$37.4M
|
-$665K
|
-19,590
|
-2%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$34.5M
|
+$4.23M
|
+124,463
|
+14%
|
|
|
12
|
PFS Investments
Duluth,
Georgia
|
$34.5M
|
-$974K
|
-28,691
|
-3%
|
|
|
13
|
HSBC Holdings
London,
United Kingdom
|
$30.3M
|
-$2.38M
|
-70,199
|
-7%
|
|
|
14
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$30M
|
+$1.21M
|
+35,718
|
+4%
|
|
|
15
|
Northern Trust
Chicago,
Illinois
|
$29.8M
|
+$739K
|
+21,772
|
+3%
|
|
|
16
|
|
$28.9M
|
+$1.61M
|
+47,375
|
+6%
|
|
|
17
|
Schoolcraft Capital
Boulder,
Colorado
|
$23.4M
|
+$2.48M
|
+73,018
|
+12%
|
|
|
18
|
Wharton Business Group
Malvern,
Pennsylvania
|
$20.8M
|
–
|
–
|
–
|
|
|
19
|
Blankinship & Foster
Solana Beach,
California
|
$18.3M
|
+$155K
|
+4,563
|
+0.9%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$17.2M
|
-$185K
|
-5,446
|
-1%
|
|
|
21
|
First Mercantile Trust
Cordova,
Tennessee
|
$15.9M
|
-$2.14M
|
-63,062
|
-12%
|
|
|
22
|
|
$15.2M
|
+$422K
|
+12,427
|
+3%
|
|
|
23
|
Total Investment Management
Scottsdale,
Arizona
|
$14.5M
|
+$14.3M
|
+419,659
|
New
|
|
|
24
|
Exchange Capital Management
Ann Arbor,
Michigan
|
$12.2M
|
+$830K
|
+24,436
|
+7%
|
|
|
25
|
Csenge Advisory Group
Clearwater,
Florida
|
$11.5M
|
+$276K
|
+8,118
|
+3%
|
|
