|
1
|
Bank of America
Charlotte,
North Carolina
|
$424M
|
+$47.7M
|
+491,410
|
+13%
|
|
|
2
|
Jones Financial Companies
Des Peres,
Missouri
|
$219M
|
+$110M
|
+1,135,111
|
+106%
|
|
|
3
|
SCS Capital Management
Boston,
Massachusetts
|
$162M
|
-$37M
|
-381,584
|
-19%
|
|
|
4
|
|
$131M
|
-$34.7M
|
-357,727
|
-21%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$115M
|
-$4.34M
|
-44,722
|
-4%
|
|
|
6
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$105M
|
-$1.93M
|
-19,867
|
-2%
|
|
|
7
|
Meristem Family Wealth
Minnetonka,
Minnesota
|
$91.4M
|
-$1.76M
|
-18,159
|
-2%
|
|
|
8
|
Banque Pictet & Cie
Geneva 73,
Switzerland
|
$67.6M
|
+$2.23M
|
+22,970
|
+3%
|
|
|
9
|
Baring Asset Management
London,
United Kingdom
|
$67M
|
+$9.21M
|
+94,912
|
+16%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$65.4M
|
-$5.99M
|
-61,776
|
-9%
|
|
|
11
|
Pictet North America Advisors
Geneva 73,
Switzerland
|
$64M
|
+$2.63M
|
+27,140
|
+4%
|
|
|
12
|
Relative Value Partners Group
|
$55.8M
|
-$2.91M
|
-29,945
|
-5%
|
|
|
13
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$49.4M
|
-$780K
|
-8,035
|
-2%
|
|
|
14
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$48.8M
|
-$2.16M
|
-22,269
|
-4%
|
|
|
15
|
|
$43.8M
|
-$2.74M
|
-28,218
|
-6%
|
|
|
16
|
Wharton Business Group
Malvern,
Pennsylvania
|
$30.4M
|
-$20.9M
|
-215,740
|
-41%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$29.3M
|
+$174K
|
+1,795
|
+0.6%
|
|
|
18
|
Citadel Advisors
Miami,
Florida
|
$27.8M
|
-$2.33M
|
-24,045
|
-8%
|
|
|
19
|
Oakworth Capital
Birmingham,
Alabama
|
$24.3M
|
+$186K
|
+1,919
|
+0.8%
|
|
|
20
|
Patriot Wealth Management
Houston,
Texas
|
$22.8M
|
-$129K
|
-1,334
|
-0.6%
|
|
|
21
|
Covenant Multifamily Offices
San Antonio,
Texas
|
$21.8M
|
+$103K
|
+1,059
|
+0.5%
|
|
|
22
|
Fidelity Investments
Boston,
Massachusetts
|
$21.6M
|
-$393K
|
-4,054
|
-2%
|
|
|
23
|
Sand Hill Global Advisors
Palo Alto,
California
|
$21.2M
|
+$1.31M
|
+13,474
|
+7%
|
|
|
24
|
United Capital Financial Advisors
Irving,
Texas
|
$18.1M
|
-$699K
|
-7,200
|
-4%
|
|
|
25
|
M&T Bank
Buffalo,
New York
|
$16.4M
|
-$14.3K
|
-147
|
-0.1%
|
|
