|
1
|
Cottage Street Advisors
Marion,
Massachusetts
|
$664M
|
+$568M
|
+5,170,514
|
+9,296%
|
|
|
2
|
Arete Wealth Advisors
Chicago,
Illinois
|
$409M
|
+$855K
|
+7,775
|
New
|
|
|
3
|
|
$357M
|
+$3.31M
|
+30,132
|
+0.9%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$184M
|
-$8.28M
|
-75,315
|
-4%
|
|
|
5
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$180M
|
-$11.8M
|
-106,954
|
-6%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$175M
|
-$6.54M
|
-59,531
|
-4%
|
|
|
7
|
Fidelity Investments
Boston,
Massachusetts
|
$151M
|
+$7.76M
|
+70,611
|
+5%
|
|
|
8
|
M&T Bank
Buffalo,
New York
|
$149M
|
+$6.49M
|
+58,993
|
+4%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$108M
|
-$5.3M
|
-48,195
|
-5%
|
|
|
10
|
Alaska Permanent Fund
Juneau,
Alaska
|
$105M
|
+$106M
|
+967,795
|
New
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$100M
|
+$3.43M
|
+31,230
|
+3%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$91.3M
|
-$1.33M
|
-12,099
|
-1%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$62.9M
|
+$17.6M
|
+160,465
|
+38%
|
|
|
14
|
United Capital Financial Advisors
Irving,
Texas
|
$59M
|
-$4.42M
|
-40,169
|
-7%
|
|
|
15
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$45.8M
|
-$2.11M
|
-19,197
|
-4%
|
|
|
16
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$43.1M
|
+$3.84M
|
+34,899
|
+10%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$38.5M
|
+$2.2M
|
+19,981
|
+6%
|
|
|
18
|
|
$35.8M
|
+$12.4M
|
+112,450
|
+51%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$32.6M
|
+$2.06M
|
+18,776
|
+7%
|
|
|
20
|
Mariner
Overland Park,
Kansas
|
$30M
|
+$6.74M
|
+61,288
|
+28%
|
|
|
21
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$28.7M
|
-$1.06M
|
-9,660
|
-4%
|
|
|
22
|
Corient Private Wealth
Miami,
Florida
|
$27.9M
|
+$28.4M
|
+257,946
|
New
|
|
|
23
|
One Capital Management
Westlake Village,
California
|
$26M
|
+$2.83M
|
+25,712
|
+12%
|
|
|
24
|
MML Investors Services
Springfield,
Massachusetts
|
$25.8M
|
+$1.87M
|
+16,997
|
+8%
|
|
|
25
|
Stifel Financial
St. Louis,
Missouri
|
$21.6M
|
+$4.66M
|
+42,367
|
+27%
|
|
