|
1
|
Bank of America
Charlotte,
North Carolina
|
$776M
|
+$43.1M
|
+329,209
|
+6%
|
|
|
2
|
Jones Financial Companies
Des Peres,
Missouri
|
$406M
|
+$17.9M
|
+136,890
|
+5%
|
|
|
3
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$323M
|
+$503M
|
+3,844,608
|
New
|
|
|
4
|
Barings
Charlotte,
North Carolina
|
$161M
|
+$8.51M
|
+65,000
|
+6%
|
|
|
5
|
SCS Capital Management
Boston,
Massachusetts
|
$140M
|
+$3.94M
|
+30,064
|
+3%
|
|
|
6
|
|
$121M
|
-$4.61M
|
-35,220
|
-4%
|
|
|
7
|
|
$108M
|
+$3.05M
|
+23,320
|
+3%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$101M
|
-$8.49M
|
-64,832
|
-8%
|
|
|
9
|
Meristem Family Wealth
Minnetonka,
Minnesota
|
$90.7M
|
-$1.48M
|
-11,275
|
-2%
|
|
|
10
|
Evoke Wealth
Los Angeles,
California
|
$76.1M
|
+$75.8M
|
+579,040
|
New
|
|
|
11
|
Relative Value Partners Group
|
$59.9M
|
-$1.01M
|
-7,706
|
-2%
|
|
|
12
|
Banque Pictet & Cie
Geneva 73,
Switzerland
|
$53.3M
|
+$1.42M
|
+10,878
|
+3%
|
|
|
13
|
Pictet North America Advisors
Geneva 73,
Switzerland
|
$51.8M
|
+$1.42M
|
+10,878
|
+3%
|
|
|
14
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$50.1M
|
-$417K
|
-3,186
|
-0.8%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$46.8M
|
-$1.93M
|
-14,718
|
-4%
|
|
|
16
|
Mariner
Overland Park,
Kansas
|
$36.6M
|
+$273K
|
+2,084
|
+0.8%
|
|
|
17
|
Oakworth Capital
Birmingham,
Alabama
|
$35.9M
|
+$234K
|
+1,785
|
+0.7%
|
|
|
18
|
Fidelity Investments
Boston,
Massachusetts
|
$25.4M
|
-$273K
|
-2,084
|
-1%
|
|
|
19
|
Sand Hill Global Advisors
Palo Alto,
California
|
$23.9M
|
+$2.77M
|
+21,161
|
+13%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$19.6M
|
-$3.38M
|
-25,818
|
-15%
|
|
|
21
|
United Capital Financial Advisors
Irving,
Texas
|
$18.7M
|
-$595K
|
-4,547
|
-3%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$18M
|
+$489K
|
+3,735
|
+3%
|
|
|
23
|
M&T Bank
Buffalo,
New York
|
$16.8M
|
-$657K
|
-5,016
|
-4%
|
|
|
24
|
Two Sigma Investments
New York
|
$16.5M
|
+$11.2M
|
+85,600
|
+213%
|
|
|
25
|
SignatureFD
Atlanta,
Georgia
|
$16.2M
|
-$371K
|
-2,835
|
-2%
|
|
