|
1
|
Bank of America
Charlotte,
North Carolina
|
$623M
|
+$386M
|
+13,958,259
|
+159%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$365M
|
+$702K
|
+25,399
|
+0.2%
|
|
|
3
|
BlackRock Group
London,
United Kingdom
|
$155M
|
–
|
–
|
–
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$53.8M
|
+$2.11M
|
+76,479
|
+4%
|
|
|
5
|
|
$42.2M
|
-$1.6M
|
-58,011
|
-4%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$29.5M
|
+$6.1M
|
+220,872
|
+26%
|
|
|
7
|
Cerity Partners OCIO
New York
|
$23.9M
|
+$686K
|
+24,826
|
+3%
|
|
|
8
|
AssetMark Inc
Concord,
California
|
$21.2M
|
+$6.85M
|
+247,935
|
+47%
|
|
|
9
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$19.5M
|
-$7.62M
|
-275,958
|
-28%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$18.9M
|
-$1.68M
|
-60,790
|
-8%
|
|
|
11
|
Windham Capital Management
Boston,
Massachusetts
|
$16.5M
|
+$1.34M
|
+48,601
|
+9%
|
|
|
12
|
Fairview Capital Investment Management
Greenbrae,
California
|
$15.4M
|
+$82.9K
|
+3,000
|
+0.5%
|
|
|
13
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$14.8M
|
+$153K
|
+5,525
|
+1%
|
|
|
14
|
|
$13.5M
|
-$25.9M
|
-936,611
|
-66%
|
|
|
15
|
SG Americas Securities
New York
|
$11.4M
|
+$11.5M
|
+414,918
|
New
|
|
|
16
|
Private Ocean
San Rafael,
California
|
$10.5M
|
+$361K
|
+13,050
|
+4%
|
|
|
17
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$10M
|
-$64.5K
|
-2,333
|
-0.6%
|
|
|
18
|
Bank of New York Mellon
New York
|
$8.09M
|
+$1.02M
|
+36,826
|
+14%
|
|
|
19
|
|
$8M
|
+$2.38M
|
+86,048
|
+42%
|
|
|
20
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$7.75M
|
-$470K
|
-17,023
|
-6%
|
|
|
21
|
Strategic Capital Alternatives
Gig Harbor,
United States
|
$7.62M
|
+$2.09M
|
+75,639
|
+37%
|
|
|
22
|
Legacy Private Trust
Neenah,
Wisconsin
|
$7.1M
|
+$1.89M
|
+68,396
|
+36%
|
|
|
23
|
Foster & Motley
Cincinnati,
Ohio
|
$6.15M
|
+$93.7K
|
+3,393
|
+2%
|
|
|
24
|
Bluefin Capital Management
New York
|
$6.15M
|
-$4.02M
|
-145,471
|
-39%
|
|
|
25
|
Beacon Trust
Morristown,
New Jersey
|
$5.82M
|
-$141K
|
-5,093
|
-2%
|
|
