|
1
|
Bank of America
Charlotte,
North Carolina
|
$346M
|
+$47.8M
|
+542,682
|
+16%
|
|
|
2
|
|
$161M
|
+$21.5M
|
+243,736
|
+15%
|
|
|
3
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$120M
|
+$105M
|
+1,191,509
|
+700%
|
|
|
4
|
Meristem Family Wealth
Minnetonka,
Minnesota
|
$92.6M
|
-$1.27M
|
-14,377
|
-1%
|
|
|
5
|
Bank of New York Mellon
New York
|
$78.3M
|
-$11.6M
|
-131,519
|
-13%
|
|
|
6
|
W.K. Kellogg Foundation Trust
Battle Creek,
Michigan
|
$78.2M
|
-$11.5M
|
-130,507
|
-13%
|
|
|
7
|
Relative Value Partners
Northbrook,
Illinois
|
$70.5M
|
-$736K
|
-8,362
|
-1%
|
|
|
8
|
Pictet North America Advisors
Geneva 73,
Switzerland
|
$70.4M
|
-$878K
|
-9,967
|
-1%
|
|
|
9
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$67M
|
-$8.1M
|
-92,005
|
-11%
|
|
|
10
|
|
$65.9M
|
+$3.5M
|
+39,746
|
+6%
|
|
|
11
|
|
$62.6M
|
+$23.6M
|
+267,507
|
+60%
|
|
|
12
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$53.1M
|
+$1.71M
|
+19,437
|
+3%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$50.1M
|
+$3.69M
|
+41,920
|
+8%
|
|
|
14
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$48.1M
|
+$44.3M
|
+503,311
|
+1,193%
|
|
|
15
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$46.4M
|
+$44.1M
|
+500,399
|
+1,968%
|
|
|
16
|
Sand Hill Global Advisors
Palo Alto,
California
|
$43.9M
|
+$9.37M
|
+106,416
|
+27%
|
|
|
17
|
Wharton Business Group
Malvern,
Pennsylvania
|
$33.3M
|
+$20.1M
|
+227,790
|
+152%
|
|
|
18
|
Pension Partners
New York
|
$29.2M
|
+$29.2M
|
+331,553
|
New
|
|
|
19
|
Perella Weinberg Partners Capital Management
New York
|
$27.3M
|
+$39M
|
+442,347
|
New
|
|
|
20
|
SignatureFD
Atlanta,
Georgia
|
$25.2M
|
-$3.09M
|
-35,087
|
-11%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$23.2M
|
+$4.76M
|
+54,068
|
+26%
|
|
|
22
|
Fidelity Investments
Boston,
Massachusetts
|
$23.1M
|
-$395M
|
-4,487,266
|
-94%
|
|
|
23
|
Patriot Wealth Management
Houston,
Texas
|
$22.6M
|
+$594K
|
+6,747
|
+3%
|
|
|
24
|
Rivernorth Capital Management
West Palm Beach,
Florida
|
$22M
|
–
|
–
|
–
|
|
|
25
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$21.5M
|
+$1.23M
|
+13,929
|
+6%
|
|
