|
1
|
Jones Financial Companies
Des Peres,
Missouri
|
$705M
|
+$104M
|
+899,015
|
+18%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$450M
|
+$614K
|
+5,323
|
+0.1%
|
|
|
3
|
|
$430M
|
+$330M
|
+2,862,431
|
+375%
|
|
|
4
|
|
$143M
|
+$89.2K
|
+773
|
+0.1%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$119M
|
-$630K
|
-5,457
|
-0.5%
|
|
|
6
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$111M
|
-$527K
|
-4,572
|
-0.5%
|
|
|
7
|
Barings
Charlotte,
North Carolina
|
$94.2M
|
+$91.2M
|
+790,782
|
New
|
|
|
8
|
Meristem Family Wealth
Minnetonka,
Minnesota
|
$94.1M
|
-$2.68M
|
-23,252
|
-3%
|
|
|
9
|
SCS Capital Management
Boston,
Massachusetts
|
$92.5M
|
-$83.9M
|
-727,695
|
-48%
|
|
|
10
|
Banque Pictet & Cie
Geneva 73,
Switzerland
|
$71.2M
|
-$11.7M
|
-101,022
|
-14%
|
|
|
11
|
Pictet North America Advisors
Geneva 73,
Switzerland
|
$67.3M
|
-$11.2M
|
-96,681
|
-15%
|
|
|
12
|
Relative Value Partners Group
|
$56.2M
|
+$1.28M
|
+11,063
|
+2%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$51.7M
|
-$2.44M
|
-21,139
|
-5%
|
|
|
14
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$51.6M
|
+$2.79M
|
+24,153
|
+6%
|
|
|
15
|
Oakworth Capital
Birmingham,
Alabama
|
$35.1M
|
+$2.3M
|
+19,925
|
+7%
|
|
|
16
|
Patriot Wealth Management
Houston,
Texas
|
$29.2M
|
+$360K
|
+3,117
|
+1%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$25.2M
|
-$3.72M
|
-32,267
|
-13%
|
|
|
18
|
Fidelity Investments
Boston,
Massachusetts
|
$24.6M
|
-$353K
|
-3,062
|
-1%
|
|
|
19
|
United Capital Financial Advisors
Irving,
Texas
|
$20.5M
|
-$152K
|
-1,317
|
-0.8%
|
|
|
20
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$19.7M
|
-$1.09M
|
-9,450
|
-5%
|
|
|
21
|
Provida Pension Fund Administrator
Las Condes, Santiago,
Chile
|
$18.7M
|
-$5.54M
|
-48,000
|
-23%
|
|
|
22
|
M&T Bank
Buffalo,
New York
|
$17.9M
|
-$161K
|
-1,399
|
-0.9%
|
|
|
23
|
SignatureFD
Atlanta,
Georgia
|
$17.7M
|
-$435K
|
-3,775
|
-2%
|
|
|
24
|
|
$14.6M
|
-$363K
|
-3,149
|
-2%
|
|
|
25
|
Brown Brothers Harriman & Co
New York
|
$14.2M
|
–
|
–
|
–
|
|
