|
1
|
Bank of America
Charlotte,
North Carolina
|
$695M
|
+$26.5M
|
+219,768
|
+4%
|
|
|
2
|
Jones Financial Companies
Des Peres,
Missouri
|
$351M
|
+$20.6M
|
+170,817
|
+6%
|
|
|
3
|
Barings
Charlotte,
North Carolina
|
$140M
|
+$134M
|
+1,113,582
|
New
|
|
|
4
|
|
$138M
|
+$13.6M
|
+113,191
|
+11%
|
|
|
5
|
SCS Capital Management
Boston,
Massachusetts
|
$128M
|
+$28.6M
|
+237,658
|
+30%
|
|
|
6
|
|
$109M
|
-$13.9M
|
-115,259
|
-12%
|
|
|
7
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$106M
|
+$616K
|
+5,114
|
+0.6%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$102M
|
+$306K
|
+2,542
|
+0.3%
|
|
|
9
|
Meristem Family Wealth
Minnetonka,
Minnesota
|
$88.4M
|
-$3.66M
|
-30,398
|
-4%
|
|
|
10
|
Relative Value Partners Group
|
$60M
|
+$1.13M
|
+9,344
|
+2%
|
|
|
11
|
Banque Pictet & Cie
Geneva 73,
Switzerland
|
$50.3M
|
-$1.55M
|
-12,829
|
-3%
|
|
|
12
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$49M
|
-$545K
|
-4,524
|
-1%
|
|
|
13
|
Pictet North America Advisors
Geneva 73,
Switzerland
|
$48.6M
|
-$1.32M
|
-10,929
|
-3%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$48.5M
|
-$1.86M
|
-15,419
|
-4%
|
|
|
15
|
Oakworth Capital
Birmingham,
Alabama
|
$33.4M
|
-$1.28M
|
-10,589
|
-4%
|
|
|
16
|
Fidelity Investments
Boston,
Massachusetts
|
$24.9M
|
-$25.1K
|
-208
|
-0.1%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$22.1M
|
-$175K
|
-1,452
|
-0.8%
|
|
|
18
|
Sand Hill Global Advisors
Palo Alto,
California
|
$20.8M
|
+$2.71M
|
+22,473
|
+16%
|
|
|
19
|
United Capital Financial Advisors
Irving,
Texas
|
$18.8M
|
-$204K
|
-1,696
|
-1%
|
|
|
20
|
M&T Bank
Buffalo,
New York
|
$17.1M
|
-$148K
|
-1,230
|
-0.9%
|
|
|
21
|
SignatureFD
Atlanta,
Georgia
|
$15.9M
|
-$182K
|
-1,508
|
-1%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$15.9M
|
+$2.09M
|
+17,392
|
+16%
|
|
|
23
|
Raymond James & Associates
St Petersburg,
Florida
|
$14.2M
|
+$3.11M
|
+25,836
|
+29%
|
|
|
24
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$14.1M
|
-$495K
|
-4,106
|
-4%
|
|
|
25
|
LPL Financial
San Diego,
California
|
$12.9M
|
-$2.29M
|
-19,041
|
-16%
|
|
