|
1
|
Wells Fargo
San Francisco,
California
|
$590M
|
-$24.1M
|
-437,266
|
-4%
|
|
|
2
|
Franklin Resources
San Mateo,
California
|
$534M
|
-$43.5M
|
-788,240
|
-8%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$192M
|
-$4.22M
|
-76,566
|
-2%
|
|
|
4
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$169M
|
+$5.67M
|
+102,840
|
+3%
|
|
|
5
|
Curian Capital
Denver,
Colorado
|
$161M
|
-$7.9M
|
-143,358
|
-5%
|
|
|
6
|
|
$154M
|
-$27.1M
|
-490,748
|
-15%
|
|
|
7
|
|
$148M
|
+$1.83M
|
+33,202
|
+1%
|
|
|
8
|
|
$132M
|
-$2.3M
|
-41,638
|
-2%
|
|
|
9
|
KeyBank National Association
Cleveland,
Ohio
|
$129M
|
+$6.53M
|
+118,420
|
+5%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$126M
|
+$11.2M
|
+203,532
|
+10%
|
|
|
11
|
AssetMark Inc
Concord,
California
|
$112M
|
+$22.3M
|
+403,766
|
+25%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$94.8M
|
+$13.6M
|
+246,898
|
+17%
|
|
|
13
|
Simply Money Advisors
Cincinnati,
Ohio
|
$82.3M
|
-$991K
|
-17,974
|
-1%
|
|
|
14
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$74.8M
|
-$5M
|
-90,682
|
-6%
|
|
|
15
|
City National Bank
Beverly Hills,
Delaware
|
$70.6M
|
+$22.1M
|
+401,030
|
+46%
|
|
|
16
|
Swiss Re
Zurich,
Switzerland
|
$60.3M
|
+$60M
|
+1,089,000
|
New
|
|
|
17
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$47.8M
|
+$46.8M
|
+849,562
|
+6,349%
|
|
|
18
|
Stifel Financial
St. Louis,
Missouri
|
$47.4M
|
-$1.13M
|
-20,536
|
-2%
|
|
|
19
|
James Investment Research
Alpha,
Ohio
|
$46.6M
|
–
|
–
|
–
|
|
|
20
|
Park Avenue Securities
New York
|
$44.2M
|
-$2.86M
|
-51,958
|
-6%
|
|
|
21
|
Cerity Partners OCIO
New York
|
$42.9M
|
+$4.98M
|
+90,398
|
+13%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$41.9M
|
+$406K
|
+7,356
|
+1%
|
|
|
23
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$40.4M
|
+$1.7M
|
+30,922
|
+4%
|
|
|
24
|
Bangor Savings Bank
Bangor,
Maine
|
$34.5M
|
+$775K
|
+14,066
|
+2%
|
|
|
25
|
Bank of New York Mellon
New York
|
$34.4M
|
-$7.51M
|
-136,314
|
-18%
|
|
