|
1
|
Bank of America
Charlotte,
North Carolina
|
$582M
|
+$12.9M
|
+108,673
|
+2%
|
|
|
2
|
Jones Financial Companies
Des Peres,
Missouri
|
$449M
|
-$371M
|
-3,112,160
|
-45%
|
|
|
3
|
|
$126M
|
-$6.47M
|
-54,274
|
-5%
|
|
|
4
|
SCS Capital Management
Boston,
Massachusetts
|
$116M
|
+$4.07M
|
+34,154
|
+4%
|
|
|
5
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$112M
|
-$18.2M
|
-152,634
|
-14%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$111M
|
+$225K
|
+1,892
|
+0.2%
|
|
|
7
|
Barings
Charlotte,
North Carolina
|
$108M
|
+$8.26M
|
+69,300
|
+8%
|
|
|
8
|
Meristem Family Wealth
Minnetonka,
Minnesota
|
$95.2M
|
-$801K
|
-6,726
|
-0.8%
|
|
|
9
|
|
$87.6M
|
-$342M
|
-2,870,377
|
-80%
|
|
|
10
|
Relative Value Partners Group
|
$57.7M
|
+$190K
|
+1,598
|
+0.3%
|
|
|
11
|
Banque Pictet & Cie
Geneva 73,
Switzerland
|
$53.7M
|
-$2.97M
|
-24,949
|
-5%
|
|
|
12
|
Pictet North America Advisors
Geneva 73,
Switzerland
|
$51.7M
|
-$1.67M
|
-14,005
|
-3%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$49M
|
-$2.82M
|
-23,698
|
-5%
|
|
|
14
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$47.7M
|
-$327K
|
-2,745
|
-0.7%
|
|
|
15
|
Oakworth Capital
Birmingham,
Alabama
|
$36.6M
|
+$531K
|
+4,455
|
+1%
|
|
|
16
|
Patriot Wealth Management
Houston,
Texas
|
$30.9M
|
+$851K
|
+7,144
|
+3%
|
|
|
17
|
Fidelity Investments
Boston,
Massachusetts
|
$24.7M
|
-$453K
|
-3,799
|
-2%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$21.4M
|
+$17.4M
|
+146,068
|
+443%
|
|
|
19
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$20.5M
|
–
|
–
|
–
|
|
|
20
|
United Capital Financial Advisors
Irving,
Texas
|
$19.6M
|
-$834
|
-7
|
-0%
|
|
|
21
|
M&T Bank
Buffalo,
New York
|
$17.4M
|
-$405K
|
-3,399
|
-2%
|
|
|
22
|
SignatureFD
Atlanta,
Georgia
|
$16.9M
|
-$562K
|
-4,721
|
-3%
|
|
|
23
|
Brown Brothers Harriman & Co
New York
|
$14M
|
–
|
–
|
–
|
|
|
24
|
Berkshire Money Management
Dalton,
Massachusetts
|
$12.3M
|
-$184K
|
-1,541
|
-1%
|
|
|
25
|
LPL Financial
San Diego,
California
|
$12.2M
|
-$940K
|
-7,888
|
-7%
|
|
