|
1
|
Bank of America
Charlotte,
North Carolina
|
$657M
|
+$36.8M
|
+1,322,296
|
+6%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$364M
|
+$1.12M
|
+40,402
|
+0.3%
|
|
|
3
|
BlackRock Group
London,
United Kingdom
|
$154M
|
–
|
–
|
–
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$69.1M
|
+$15.8M
|
+568,424
|
+29%
|
|
|
5
|
|
$43.8M
|
+$1.81M
|
+65,141
|
+4%
|
|
|
6
|
|
$42.5M
|
+$29.6M
|
+1,063,071
|
+216%
|
|
|
7
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$41.4M
|
+$27.1M
|
+975,002
|
+181%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$35.6M
|
+$5.83M
|
+209,743
|
+20%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$28.1M
|
+$9.7M
|
+348,624
|
+51%
|
|
|
10
|
Cerity Partners OCIO
New York
|
$23.4M
|
-$459K
|
-16,494
|
-2%
|
|
|
11
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$20.9M
|
+$1.54M
|
+55,236
|
+8%
|
|
|
12
|
|
$15.5M
|
+$15.7M
|
+566,037
|
New
|
|
|
13
|
Fairview Capital Investment Management
Greenbrae,
California
|
$15.2M
|
-$77.9K
|
-2,801
|
-0.5%
|
|
|
14
|
AssetMark Inc
Concord,
California
|
$12.5M
|
-$8.84M
|
-317,927
|
-41%
|
|
|
15
|
Windham Capital Management
Boston,
Massachusetts
|
$11.4M
|
-$5.16M
|
-185,514
|
-31%
|
|
|
16
|
Private Ocean
San Rafael,
California
|
$10.5M
|
+$60.2K
|
+2,163
|
+0.6%
|
|
|
17
|
Bluefin Capital Management
New York
|
$9.79M
|
+$3.74M
|
+134,435
|
+60%
|
|
|
18
|
Flow Traders U.S.
New York
|
$9.64M
|
+$8.66M
|
+311,471
|
+751%
|
|
|
19
|
|
$9.52M
|
+$1.59M
|
+57,226
|
+20%
|
|
|
20
|
|
$9.29M
|
+$4.96M
|
+178,374
|
+110%
|
|
|
21
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$8.95M
|
+$4M
|
+143,831
|
+78%
|
|
|
22
|
Foster & Motley
Cincinnati,
Ohio
|
$7.66M
|
+$1.56M
|
+56,094
|
+25%
|
|
|
23
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$7.58M
|
-$142K
|
-5,122
|
-2%
|
|
|
24
|
Legacy Private Trust
Neenah,
Wisconsin
|
$6.91M
|
-$165K
|
-5,914
|
-2%
|
|
|
25
|
Freedom Investment Management
Hartford,
Connecticut
|
$6.36M
|
+$6.25M
|
+224,743
|
+2,800%
|
|
