|
1
|
|
$490M
|
-$60.8M
|
-1,157,820
|
-11%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$407M
|
+$9.6M
|
+182,638
|
+2%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$405M
|
+$71M
|
+1,351,956
|
+21%
|
|
|
4
|
United Capital Financial Advisors
Irving,
Texas
|
$354M
|
+$79.5M
|
+1,512,252
|
+29%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$345M
|
-$3.85M
|
-73,202
|
-1%
|
|
|
6
|
|
$312M
|
-$43.7M
|
-832,438
|
-12%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$293M
|
+$45.9M
|
+873,692
|
+19%
|
|
|
8
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$290M
|
-$3.07M
|
-58,484
|
-1%
|
|
|
9
|
Fidelity Investments
Boston,
Massachusetts
|
$251M
|
-$55.3M
|
-1,051,920
|
-18%
|
|
|
10
|
Swiss Re
Zurich,
Switzerland
|
$190M
|
+$13.1M
|
+250,000
|
+7%
|
|
|
11
|
BlackRock Institutional Trust
San Francisco,
California
|
$162M
|
-$3.64M
|
-69,294
|
-2%
|
|
|
12
|
|
$134M
|
-$1.64M
|
-31,126
|
-1%
|
|
|
13
|
KeyBank National Association
Cleveland,
Ohio
|
$123M
|
-$4.49M
|
-85,522
|
-4%
|
|
|
14
|
Duff & Phelps Investment Management
Chicago,
Illinois
|
$120M
|
+$92.7M
|
+1,765,100
|
+342%
|
|
|
15
|
Fiduciary Trust
Boston,
Massachusetts
|
$109M
|
-$1.18M
|
-22,436
|
-1%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$94.1M
|
+$24.2M
|
+459,640
|
+35%
|
|
|
17
|
BlackRock Investment Management
Wilmington,
Delaware
|
$91.1M
|
-$4.98M
|
-94,694
|
-5%
|
|
|
18
|
AssetMark Inc
Concord,
California
|
$89.1M
|
+$65.2M
|
+1,241,210
|
+274%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$81.9M
|
+$2.04M
|
+38,912
|
+3%
|
|
|
20
|
Bank of New York Mellon
New York
|
$66.8M
|
-$4.68M
|
-88,992
|
-7%
|
|
|
21
|
Stifel Financial
St. Louis,
Missouri
|
$64.3M
|
-$591K
|
-11,256
|
-0.9%
|
|
|
22
|
Suntrust Banks
Atlanta,
Georgia
|
$59.8M
|
-$2.44M
|
-46,370
|
-4%
|
|
|
23
|
Mather Group
Chicago,
Illinois
|
$59.6M
|
+$8.02M
|
+152,728
|
+16%
|
|
|
24
|
City National Bank
Beverly Hills,
Delaware
|
$54.9M
|
-$2.08M
|
-39,494
|
-4%
|
|
|
25
|
Equinox Fund Management
Denver,
Colorado
|
$54.6M
|
–
|
–
|
–
|
|
