|
1
|
|
$472M
|
+$300M
|
+3,358,430
|
+184%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$443M
|
+$85.2M
|
+952,153
|
+24%
|
|
|
3
|
Bank of New York Mellon
New York
|
$133M
|
+$51.3M
|
+573,751
|
+65%
|
|
|
4
|
W.K. Kellogg Foundation Trust
Battle Creek,
Michigan
|
$133M
|
+$51.2M
|
+572,344
|
+65%
|
|
|
5
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$124M
|
-$266K
|
-2,970
|
-0.2%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$100M
|
+$98.4M
|
+1,099,529
|
New
|
|
|
7
|
Achievement Holdings
Chicago,
Illinois
|
$94.3M
|
+$203M
|
+2,265,300
|
New
|
|
|
8
|
Meristem Family Wealth
Minnetonka,
Minnesota
|
$93.7M
|
-$1.74M
|
-19,463
|
-2%
|
|
|
9
|
Relative Value Partners
Northbrook,
Illinois
|
$75M
|
+$2.18M
|
+24,343
|
+3%
|
|
|
10
|
Pictet North America Advisors
Geneva 73,
Switzerland
|
$73M
|
+$429K
|
+4,792
|
+0.6%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$70.9M
|
+$19M
|
+211,861
|
+37%
|
|
|
12
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$56.7M
|
+$1.89M
|
+21,152
|
+4%
|
|
|
13
|
|
$53.2M
|
-$14.6M
|
-162,803
|
-22%
|
|
|
14
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$50.9M
|
-$17.9M
|
-200,309
|
-26%
|
|
|
15
|
Wharton Business Group
Malvern,
Pennsylvania
|
$49.6M
|
+$15.1M
|
+168,388
|
+45%
|
|
|
16
|
FundX Investment Group
San Francisco,
California
|
$42.1M
|
+$41.5M
|
+463,416
|
New
|
|
|
17
|
Sand Hill Global Advisors
Palo Alto,
California
|
$35.3M
|
-$9.9M
|
-110,687
|
-22%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$26.8M
|
+$2.77M
|
+30,949
|
+12%
|
|
|
19
|
Fidelity Investments
Boston,
Massachusetts
|
$26.4M
|
+$2.49M
|
+27,784
|
+11%
|
|
|
20
|
SFMG Wealth Advisors
Plano,
Texas
|
$25.1M
|
+$24.7M
|
+275,889
|
New
|
|
|
21
|
Patriot Wealth Management
Houston,
Texas
|
$24M
|
+$697K
|
+7,793
|
+3%
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$23.8M
|
+$1.58M
|
+17,692
|
+7%
|
|
|
23
|
Rivernorth Capital Management
West Palm Beach,
Florida
|
$22.7M
|
–
|
–
|
–
|
|
|
24
|
Baring Asset Management
London,
United Kingdom
|
$22.4M
|
+$4.64M
|
+51,884
|
+27%
|
|
|
25
|
Provida Pension Fund Administrator
Las Condes, Santiago,
Chile
|
$22.2M
|
–
|
–
|
–
|
|
