|
1
|
Bank of America
Charlotte,
North Carolina
|
$363M
|
-$11.2M
|
-116,704
|
-3%
|
|
|
2
|
SCS Capital Management
Boston,
Massachusetts
|
$193M
|
-$6.78M
|
-70,599
|
-3%
|
|
|
3
|
|
$161M
|
-$4.13M
|
-43,004
|
-3%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$115M
|
-$8.12M
|
-84,548
|
-7%
|
|
|
5
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$104M
|
-$5.91M
|
-61,554
|
-5%
|
|
|
6
|
Jones Financial Companies
Des Peres,
Missouri
|
$103M
|
+$86.1M
|
+896,519
|
+510%
|
|
|
7
|
Meristem Family Wealth
Minnetonka,
Minnesota
|
$90M
|
-$2.43M
|
-25,316
|
-3%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$69.1M
|
-$7.69M
|
-80,141
|
-10%
|
|
|
9
|
Banque Pictet & Cie
Geneva 73,
Switzerland
|
$63.1M
|
-$3.59M
|
-37,427
|
-5%
|
|
|
10
|
Pictet North America Advisors
Geneva 73,
Switzerland
|
$59.2M
|
-$1.07M
|
-11,127
|
-2%
|
|
|
11
|
Relative Value Partners Group
|
$56.8M
|
-$8.59M
|
-89,487
|
-13%
|
|
|
12
|
Baring Asset Management
London,
United Kingdom
|
$54.9M
|
+$221K
|
+2,300
|
+0.4%
|
|
|
13
|
Wharton Business Group
Malvern,
Pennsylvania
|
$50.1M
|
-$2.13M
|
-22,185
|
-4%
|
|
|
14
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$49.3M
|
+$714K
|
+7,439
|
+1%
|
|
|
15
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$48.5M
|
-$1.58M
|
-16,508
|
-3%
|
|
|
16
|
|
$45.1M
|
+$1.14M
|
+11,853
|
+3%
|
|
|
17
|
Citadel Advisors
Miami,
Florida
|
$29.2M
|
+$21.5M
|
+223,790
|
+279%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$28.1M
|
+$1.02M
|
+10,657
|
+4%
|
|
|
19
|
Oakworth Capital
Birmingham,
Alabama
|
$23.8M
|
+$925K
|
+9,635
|
+4%
|
|
|
20
|
Patriot Wealth Management
Houston,
Texas
|
$22.1M
|
-$457K
|
-4,759
|
-2%
|
|
|
21
|
Fidelity Investments
Boston,
Massachusetts
|
$21.3M
|
-$483K
|
-5,030
|
-2%
|
|
|
22
|
Covenant Multifamily Offices
San Antonio,
Texas
|
$21M
|
+$97.3K
|
+1,013
|
+0.5%
|
|
|
23
|
Sand Hill Global Advisors
Palo Alto,
California
|
$19.2M
|
+$888K
|
+9,249
|
+5%
|
|
|
24
|
SG Americas Securities
New York
|
$18.8M
|
+$14.7M
|
+153,215
|
+359%
|
|
|
25
|
United Capital Financial Advisors
Irving,
Texas
|
$18.2M
|
+$561K
|
+5,841
|
+3%
|
|
