|
1
|
Edelman Financial Services
Fairfax,
Virginia
|
$621M
|
+$147M
|
+3,640,238
|
+29%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$123M
|
+$14.3M
|
+352,984
|
+12%
|
|
|
3
|
Lockheed Martin Investment Management
Bethesda,
Maryland
|
$114M
|
+$11.6M
|
+287,095
|
+11%
|
|
|
4
|
Makena Capital Management
Menlo Park,
California
|
$56.9M
|
+$52.5M
|
+1,295,060
|
+680%
|
|
|
5
|
Convergent Wealth Advisors
Potomac,
Maryland
|
$52.9M
|
+$53.7M
|
+1,325,789
|
+2,433%
|
|
|
6
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$37.1M
|
+$38.5M
|
+949,711
|
+5,190%
|
|
|
7
|
|
$35M
|
+$7.9M
|
+194,983
|
+27%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$34.7M
|
+$19.7M
|
+486,746
|
+116%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$20.9M
|
+$22.1M
|
+545,992
|
New
|
|
|
10
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$19.2M
|
-$5.11M
|
-126,219
|
-20%
|
|
|
11
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$17.6M
|
+$7.13M
|
+175,875
|
+62%
|
|
|
12
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$15.9M
|
+$2.12M
|
+52,262
|
+14%
|
|
|
13
|
Meristem Family Wealth
Minnetonka,
Minnesota
|
$15.7M
|
+$16.6M
|
+410,497
|
New
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$14.9M
|
-$16M
|
-395,955
|
-50%
|
|
|
15
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$14.4M
|
-$2.64M
|
-65,205
|
-15%
|
|
|
16
|
Bank of New York Mellon
New York
|
$14.3M
|
-$650K
|
-16,044
|
-4%
|
|
|
17
|
|
$10.9M
|
+$2.47M
|
+61,033
|
+27%
|
|
|
18
|
Comerica Bank
Dallas,
Texas
|
$9.93M
|
+$3.79M
|
+93,463
|
+56%
|
|
|
19
|
|
$9.66M
|
-$3.64M
|
-89,919
|
-26%
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$9.33M
|
+$181K
|
+4,465
|
+2%
|
|
|
21
|
LPL Financial
San Diego,
California
|
$8.24M
|
-$1.62M
|
-40,050
|
-16%
|
|
|
22
|
The Family Firm
Bethesda,
Maryland
|
$7.96M
|
+$8.42M
|
+207,827
|
New
|
|
|
23
|
Suntrust Banks
Atlanta,
Georgia
|
$6.13M
|
+$3.41M
|
+84,217
|
+111%
|
|
|
24
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$5.01M
|
+$620K
|
+15,306
|
+13%
|
|
|
25
|
FDx Advisors
Chicago,
Illinois
|
$4.49M
|
+$798K
|
+19,706
|
+20%
|
|
