|
1
|
Bank of America
Charlotte,
North Carolina
|
$386M
|
-$54.6M
|
-600,317
|
-12%
|
|
|
2
|
|
$255M
|
-$216M
|
-2,368,608
|
-46%
|
|
|
3
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$124M
|
+$906K
|
+9,957
|
+0.7%
|
|
|
4
|
Bank of New York Mellon
New York
|
$104M
|
-$28.3M
|
-310,698
|
-21%
|
|
|
5
|
W.K. Kellogg Foundation Trust
Battle Creek,
Michigan
|
$103M
|
-$28.4M
|
-312,500
|
-21%
|
|
|
6
|
|
$98M
|
+$45.6M
|
+501,388
|
+86%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$95.7M
|
-$3.54M
|
-38,907
|
-4%
|
|
|
8
|
Meristem Family Wealth
Minnetonka,
Minnesota
|
$94M
|
+$947K
|
+10,411
|
+1%
|
|
|
9
|
Pictet North America Advisors
Geneva 73,
Switzerland
|
$74.9M
|
+$2.48M
|
+27,284
|
+3%
|
|
|
10
|
Relative Value Partners
Northbrook,
Illinois
|
$73.3M
|
-$1.11M
|
-12,153
|
-1%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$60.5M
|
-$9.99M
|
-109,752
|
-14%
|
|
|
12
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$49M
|
-$7.29M
|
-80,137
|
-13%
|
|
|
13
|
BNP Paribas Financial Markets
Paris,
France
|
$48.6M
|
+$48.8M
|
+536,138
|
+19,114%
|
|
|
14
|
Wharton Business Group
Malvern,
Pennsylvania
|
$41.6M
|
-$7.69M
|
-84,555
|
-15%
|
|
|
15
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$34.4M
|
-$16.3M
|
-178,902
|
-32%
|
|
|
16
|
Baring Asset Management
London,
United Kingdom
|
$32.4M
|
+$10.1M
|
+111,196
|
+46%
|
|
|
17
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$26.7M
|
+$3.1M
|
+34,050
|
+13%
|
|
|
18
|
Patriot Wealth Management
Houston,
Texas
|
$24.7M
|
+$824K
|
+9,052
|
+3%
|
|
|
19
|
Banque Pictet & Cie
Geneva 73,
Switzerland
|
$23.9M
|
+$5.23M
|
+57,450
|
+28%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$23.5M
|
-$3.15M
|
-34,651
|
-12%
|
|
|
21
|
Oakworth Capital
Birmingham,
Alabama
|
$23.3M
|
+$1.18M
|
+12,987
|
+5%
|
|
|
22
|
Fidelity Investments
Boston,
Massachusetts
|
$23.2M
|
-$3.03M
|
-33,311
|
-11%
|
|
|
23
|
Rivernorth Capital Management
West Palm Beach,
Florida
|
$22.6M
|
–
|
–
|
–
|
|
|
24
|
Provida Pension Fund Administrator
Las Condes, Santiago,
Chile
|
$21.8M
|
–
|
–
|
–
|
|
|
25
|
SignatureFD
Atlanta,
Georgia
|
$19.5M
|
-$1.13M
|
-12,438
|
-5%
|
|
