|
1
|
Wharton Business Group
Malvern,
Pennsylvania
|
$419M
|
-$31.8K
|
-344
|
-0.1%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$366M
|
-$23.2M
|
-251,033
|
-6%
|
|
|
3
|
|
$226M
|
-$31.1M
|
-336,143
|
-12%
|
|
|
4
|
Achievement Holdings
Chicago,
Illinois
|
$137M
|
+$70.7M
|
+764,500
|
+35%
|
|
|
5
|
Bank of New York Mellon
New York
|
$134M
|
+$29.9M
|
+322,855
|
+28%
|
|
|
6
|
W.K. Kellogg Foundation Trust
Battle Creek,
Michigan
|
$134M
|
+$30.1M
|
+325,000
|
+28%
|
|
|
7
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$124M
|
-$620K
|
-6,696
|
-0.5%
|
|
|
8
|
Meristem Family Wealth
Minnetonka,
Minnesota
|
$92.4M
|
-$2.26M
|
-24,412
|
-2%
|
|
|
9
|
Pictet North America Advisors
Geneva 73,
Switzerland
|
$75M
|
-$410K
|
-4,435
|
-0.5%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$74.7M
|
-$22M
|
-238,262
|
-22%
|
|
|
11
|
Relative Value Partners Group
|
$71.5M
|
+$72.8M
|
+787,082
|
New
|
|
|
12
|
|
$60.3M
|
-$39M
|
-421,947
|
-39%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$58.9M
|
-$2M
|
-21,668
|
-3%
|
|
|
14
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$47.5M
|
-$1.86M
|
-20,058
|
-4%
|
|
|
15
|
BNP Paribas Financial Markets
Paris,
France
|
$45.4M
|
-$3.62M
|
-39,085
|
-7%
|
|
|
16
|
Baring Asset Management
London,
United Kingdom
|
$36.2M
|
+$4.12M
|
+44,485
|
+13%
|
|
|
17
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$34.9M
|
+$349K
|
+3,769
|
+1%
|
|
|
18
|
Oakworth Capital
Birmingham,
Alabama
|
$25.4M
|
+$1.67M
|
+18,049
|
+7%
|
|
|
19
|
Patriot Wealth Management
Houston,
Texas
|
$25.3M
|
+$443K
|
+4,790
|
+2%
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$24.9M
|
-$2.01M
|
-21,717
|
-7%
|
|
|
21
|
Banque Pictet & Cie
Geneva 73,
Switzerland
|
$23.6M
|
-$522K
|
-5,640
|
-2%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$22.8M
|
-$819K
|
-8,847
|
-3%
|
|
|
23
|
Fidelity Investments
Boston,
Massachusetts
|
$22.8M
|
-$557K
|
-6,015
|
-2%
|
|
|
24
|
Rivernorth Capital Management
West Palm Beach,
Florida
|
$22.7M
|
–
|
–
|
–
|
|
|
25
|
Provida Pension Fund Administrator
Las Condes, Santiago,
Chile
|
$22M
|
–
|
–
|
–
|
|
