|
1
|
Bank of America
Charlotte,
North Carolina
|
$400M
|
+$59.3M
|
+646,623
|
+17%
|
|
|
2
|
|
$334M
|
+$208M
|
+2,268,648
|
+163%
|
|
|
3
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$232M
|
+$118M
|
+1,284,178
|
+102%
|
|
|
4
|
SCS Capital Management
Boston,
Massachusetts
|
$129M
|
+$130M
|
+1,419,146
|
New
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$103M
|
+$28M
|
+304,906
|
+37%
|
|
|
6
|
Meristem Family Wealth
Minnetonka,
Minnesota
|
$91.1M
|
-$1.57M
|
-17,170
|
-2%
|
|
|
7
|
|
$88.4M
|
+$73.7M
|
+803,607
|
+483%
|
|
|
8
|
Banque Pictet & Cie
Geneva 73,
Switzerland
|
$85.7M
|
-$6.49M
|
-70,820
|
-7%
|
|
|
9
|
Pictet North America Advisors
Geneva 73,
Switzerland
|
$79.8M
|
+$1.58M
|
+17,230
|
+2%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$77.8M
|
+$17.7M
|
+193,247
|
+29%
|
|
|
11
|
Bank of New York Mellon
New York
|
$76.3M
|
-$24.4M
|
-265,579
|
-24%
|
|
|
12
|
W.K. Kellogg Foundation Trust
Battle Creek,
Michigan
|
$75.9M
|
-$24.5M
|
-267,215
|
-24%
|
|
|
13
|
Relative Value Partners Group
|
$68.2M
|
-$4.09M
|
-44,598
|
-6%
|
|
|
14
|
|
$67M
|
+$4.35M
|
+47,404
|
+7%
|
|
|
15
|
Wharton Business Group
Malvern,
Pennsylvania
|
$58.1M
|
+$17.1M
|
+186,588
|
+41%
|
|
|
16
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$49.1M
|
+$16.1M
|
+175,310
|
+48%
|
|
|
17
|
Baring Asset Management
London,
United Kingdom
|
$49M
|
+$3.45M
|
+37,572
|
+8%
|
|
|
18
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$48.2M
|
+$996K
|
+10,858
|
+2%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$31.6M
|
+$9.27M
|
+101,109
|
+41%
|
|
|
20
|
SFMG Wealth Advisors
Plano,
Texas
|
$27.6M
|
+$27.7M
|
+302,506
|
New
|
|
|
21
|
Bulldog Investors
Saddle Brook,
New Jersey
|
$27.4M
|
+$2.71M
|
+29,500
|
New
|
|
|
22
|
Oakworth Capital
Birmingham,
Alabama
|
$24.3M
|
+$2.09M
|
+22,806
|
+9%
|
|
|
23
|
Covenant Multifamily Offices
San Antonio,
Texas
|
$23.9M
|
+$24M
|
+261,769
|
New
|
|
|
24
|
Fidelity Investments
Boston,
Massachusetts
|
$21.4M
|
-$445K
|
-4,857
|
-2%
|
|
|
25
|
Patriot Wealth Management
Houston,
Texas
|
$20.7M
|
-$582K
|
-6,348
|
-3%
|
|
