|
1
|
Bank of America
Charlotte,
North Carolina
|
$594M
|
+$34.3M
|
+285,062
|
+6%
|
|
|
2
|
Jones Financial Companies
Des Peres,
Missouri
|
$291M
|
+$22M
|
+182,551
|
+7%
|
|
|
3
|
|
$110M
|
+$29.1M
|
+242,195
|
+33%
|
|
|
4
|
|
$110M
|
+$1.03M
|
+8,559
|
+0.9%
|
|
|
5
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$93.7M
|
-$9.63M
|
-80,054
|
-9%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$90.2M
|
-$12.7M
|
-105,312
|
-12%
|
|
|
7
|
SCS Capital Management
Boston,
Massachusetts
|
$87.4M
|
-$22.6M
|
-187,778
|
-19%
|
|
|
8
|
Meristem Family Wealth
Minnetonka,
Minnesota
|
$82.1M
|
-$3.72M
|
-30,917
|
-4%
|
|
|
9
|
Relative Value Partners Group
|
$52.3M
|
+$1.07M
|
+8,930
|
+2%
|
|
|
10
|
Banque Pictet & Cie
Geneva 73,
Switzerland
|
$46.2M
|
-$99K
|
-823
|
-0.2%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$44.9M
|
+$532K
|
+4,421
|
+1%
|
|
|
12
|
Pictet North America Advisors
Geneva 73,
Switzerland
|
$44.5M
|
+$130K
|
+1,077
|
+0.3%
|
|
|
13
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$44.2M
|
+$620K
|
+5,152
|
+1%
|
|
|
14
|
Oakworth Capital
Birmingham,
Alabama
|
$30.9M
|
+$290K
|
+2,411
|
+0.9%
|
|
|
15
|
Patriot Wealth Management
Houston,
Texas
|
$28.9M
|
-$459K
|
-3,814
|
-1%
|
|
|
16
|
Fidelity Investments
Boston,
Massachusetts
|
$22.2M
|
-$326K
|
-2,710
|
-1%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$19.8M
|
-$3.33M
|
-27,694
|
-13%
|
|
|
18
|
United Capital Financial Advisors
Irving,
Texas
|
$16.9M
|
-$549K
|
-4,564
|
-3%
|
|
|
19
|
Sand Hill Global Advisors
Palo Alto,
California
|
$16M
|
+$5.67M
|
+47,154
|
+49%
|
|
|
20
|
M&T Bank
Buffalo,
New York
|
$15.3M
|
-$572K
|
-4,757
|
-3%
|
|
|
21
|
SignatureFD
Atlanta,
Georgia
|
$14.3M
|
-$804K
|
-6,678
|
-5%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$13.6M
|
+$2.39M
|
+19,877
|
+19%
|
|
|
23
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$13M
|
+$8.72M
|
+72,498
|
+164%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$12.2M
|
+$1.93M
|
+16,079
|
+17%
|
|
|
25
|
Darwin Wealth Management
Tampa,
Florida
|
$9.84M
|
-$183K
|
-1,520
|
-2%
|
|
