|
1
|
Bank of America
Charlotte,
North Carolina
|
$318M
|
-$78.8M
|
-903,473
|
-21%
|
|
|
2
|
|
$273M
|
-$58.9M
|
-675,517
|
-18%
|
|
|
3
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$224M
|
-$8.44M
|
-96,780
|
-4%
|
|
|
4
|
SCS Capital Management
Boston,
Massachusetts
|
$172M
|
+$40.3M
|
+461,687
|
+33%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$149M
|
+$44.5M
|
+509,756
|
+45%
|
|
|
6
|
Meristem Family Wealth
Minnetonka,
Minnesota
|
$91.2M
|
-$69.8K
|
-800
|
-0.1%
|
|
|
7
|
Banque Pictet & Cie
Geneva 73,
Switzerland
|
$84.7M
|
-$1.11M
|
-12,690
|
-1%
|
|
|
8
|
Pictet North America Advisors
Geneva 73,
Switzerland
|
$79.6M
|
-$393K
|
-4,510
|
-0.5%
|
|
|
9
|
Bank of New York Mellon
New York
|
$76.5M
|
+$92.1K
|
+1,056
|
+0.1%
|
|
|
10
|
W.K. Kellogg Foundation Trust
Battle Creek,
Michigan
|
$76.1M
|
–
|
–
|
–
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$74.9M
|
-$2.93M
|
-33,539
|
-4%
|
|
|
12
|
Relative Value Partners Group
|
$66.8M
|
-$1.39M
|
-15,907
|
-2%
|
|
|
13
|
Wharton Business Group
Malvern,
Pennsylvania
|
$53.7M
|
-$4.34M
|
-49,745
|
-8%
|
|
|
14
|
Baring Asset Management
London,
United Kingdom
|
$53M
|
+$4.03M
|
+46,242
|
+9%
|
|
|
15
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$50M
|
+$809K
|
+9,270
|
+2%
|
|
|
16
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$47.8M
|
-$526K
|
-6,036
|
-1%
|
|
|
17
|
|
$42M
|
-$24.1M
|
-276,111
|
-38%
|
|
|
18
|
Covenant Multifamily Offices
San Antonio,
Texas
|
$28.5M
|
+$4.38M
|
+50,223
|
+19%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$25.7M
|
-$5.69M
|
-65,288
|
-19%
|
|
|
20
|
Oakworth Capital
Birmingham,
Alabama
|
$23.5M
|
-$740K
|
-8,481
|
-3%
|
|
|
21
|
|
$22.2M
|
-$63.4M
|
-726,796
|
-75%
|
|
|
22
|
Patriot Wealth Management
Houston,
Texas
|
$21M
|
+$261K
|
+2,993
|
+1%
|
|
|
23
|
Fidelity Investments
Boston,
Massachusetts
|
$20.9M
|
-$493K
|
-5,656
|
-2%
|
|
|
24
|
Lockheed Martin Investment Management
Bethesda,
Maryland
|
$19.8M
|
+$1.57M
|
+18,000
|
+9%
|
|
|
25
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$17.4M
|
-$1.57M
|
-18,050
|
-9%
|
|
