|
1
|
Bank of America
Charlotte,
North Carolina
|
$722M
|
+$3.53M
|
+27,619
|
+0.5%
|
|
|
2
|
Jones Financial Companies
Des Peres,
Missouri
|
$385M
|
+$21.4M
|
+167,469
|
+6%
|
|
|
3
|
Barings
Charlotte,
North Carolina
|
$150M
|
+$5.62M
|
+44,000
|
+4%
|
|
|
4
|
SCS Capital Management
Boston,
Massachusetts
|
$134M
|
+$1.55M
|
+12,140
|
+1%
|
|
|
5
|
|
$124M
|
-$18.1M
|
-141,819
|
-13%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$108M
|
+$2.33M
|
+18,198
|
+2%
|
|
|
7
|
|
$104M
|
-$8.97M
|
-70,206
|
-8%
|
|
|
8
|
Meristem Family Wealth
Minnetonka,
Minnesota
|
$90.8M
|
-$587K
|
-4,595
|
-0.7%
|
|
|
9
|
Relative Value Partners Group
|
$60.1M
|
-$1.93M
|
-15,065
|
-3%
|
|
|
10
|
Banque Pictet & Cie
Geneva 73,
Switzerland
|
$51.1M
|
-$869K
|
-6,797
|
-2%
|
|
|
11
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$49.8M
|
-$909K
|
-7,111
|
-2%
|
|
|
12
|
Pictet North America Advisors
Geneva 73,
Switzerland
|
$49.6M
|
-$664K
|
-5,197
|
-1%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$48.1M
|
-$2.07M
|
-16,234
|
-4%
|
|
|
14
|
Mariner
Overland Park,
Kansas
|
$35.8M
|
+$223K
|
+1,745
|
+0.6%
|
|
|
15
|
Oakworth Capital
Birmingham,
Alabama
|
$35.2M
|
+$656K
|
+5,130
|
+2%
|
|
|
16
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$30.5M
|
-$77.8M
|
-609,209
|
-72%
|
|
|
17
|
Fidelity Investments
Boston,
Massachusetts
|
$25.3M
|
-$507K
|
-3,970
|
-2%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$22.7M
|
-$118K
|
-925
|
-0.5%
|
|
|
19
|
Sand Hill Global Advisors
Palo Alto,
California
|
$20.9M
|
-$671K
|
-5,249
|
-3%
|
|
|
20
|
United Capital Financial Advisors
Irving,
Texas
|
$19M
|
-$388K
|
-3,035
|
-2%
|
|
|
21
|
Polianta Ltd
St Helier,
Jersey
|
$18.4M
|
+$18.1M
|
+141,700
|
New
|
|
|
22
|
Credit Suisse
Zurich,
Switzerland
|
$17.5M
|
+$9.62M
|
+75,262
|
+126%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$17.3M
|
+$813K
|
+6,363
|
+5%
|
|
|
24
|
M&T Bank
Buffalo,
New York
|
$17.2M
|
-$445K
|
-3,486
|
-3%
|
|
|
25
|
SignatureFD
Atlanta,
Georgia
|
$16.4M
|
-$89.8K
|
-703
|
-0.6%
|
|
