|
1
|
Bank of America
Charlotte,
North Carolina
|
$362M
|
+$38.5M
|
+417,961
|
+12%
|
|
|
2
|
SCS Capital Management
Boston,
Massachusetts
|
$194M
|
+$18.7M
|
+203,231
|
+11%
|
|
|
3
|
|
$159M
|
-$117M
|
-1,271,736
|
-43%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$120M
|
-$32.1M
|
-348,154
|
-21%
|
|
|
5
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$106M
|
-$121M
|
-1,310,520
|
-53%
|
|
|
6
|
Meristem Family Wealth
Minnetonka,
Minnesota
|
$89.5M
|
-$3.19M
|
-34,605
|
-3%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$74.4M
|
-$1.79M
|
-19,359
|
-2%
|
|
|
8
|
Banque Pictet & Cie
Geneva 73,
Switzerland
|
$64.6M
|
-$21.4M
|
-231,579
|
-25%
|
|
|
9
|
Relative Value Partners Group
|
$63.3M
|
-$4.73M
|
-51,274
|
-7%
|
|
|
10
|
Pictet North America Advisors
Geneva 73,
Switzerland
|
$58.4M
|
-$22.4M
|
-242,679
|
-28%
|
|
|
11
|
Baring Asset Management
London,
United Kingdom
|
$52.7M
|
-$314K
|
-3,400
|
-0.6%
|
|
|
12
|
Wharton Business Group
Malvern,
Pennsylvania
|
$50.5M
|
-$4.02M
|
-43,625
|
-7%
|
|
|
13
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$48.5M
|
-$99K
|
-1,073
|
-0.2%
|
|
|
14
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$47M
|
-$3.83M
|
-41,574
|
-8%
|
|
|
15
|
|
$42.5M
|
-$119K
|
-1,290
|
-0.3%
|
|
|
16
|
Bank of New York Mellon
New York
|
$27.4M
|
-$50.1M
|
-542,958
|
-65%
|
|
|
17
|
W.K. Kellogg Foundation Trust
Battle Creek,
Michigan
|
$26.8M
|
-$50.2M
|
-544,000
|
-65%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$26.3M
|
+$152K
|
+1,647
|
+0.6%
|
|
|
19
|
Oakworth Capital
Birmingham,
Alabama
|
$22.2M
|
-$1.77M
|
-19,212
|
-7%
|
|
|
20
|
Patriot Wealth Management
Houston,
Texas
|
$21.9M
|
+$479K
|
+5,192
|
+2%
|
|
|
21
|
Fidelity Investments
Boston,
Massachusetts
|
$21.1M
|
-$174K
|
-1,883
|
-0.8%
|
|
|
22
|
Covenant Multifamily Offices
San Antonio,
Texas
|
$20.2M
|
-$8.69M
|
-94,215
|
-30%
|
|
|
23
|
Sand Hill Global Advisors
Palo Alto,
California
|
$17.8M
|
+$1.37M
|
+14,832
|
+8%
|
|
|
24
|
United Capital Financial Advisors
Irving,
Texas
|
$17.1M
|
+$226K
|
+2,449
|
+1%
|
|
|
25
|
SignatureFD
Atlanta,
Georgia
|
$16.8M
|
-$304K
|
-3,299
|
-2%
|
|
