|
1
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$289M
|
+$178M
|
+2,619,936
|
+168%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$169M
|
+$42.1M
|
+621,607
|
+34%
|
|
|
3
|
|
$99M
|
-$54.2M
|
-798,782
|
-36%
|
|
|
4
|
BOK Financial Private Wealth
Denver,
Colorado
|
$93.6M
|
+$2.75M
|
+40,617
|
+3%
|
|
|
5
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$80.3M
|
-$56.8M
|
-837,140
|
-42%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$66.8M
|
-$8.24M
|
-121,558
|
-11%
|
|
|
7
|
Diversified Trust
Memphis,
Tennessee
|
$48M
|
+$6.47M
|
+95,473
|
+16%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$43.1M
|
+$20.1M
|
+297,016
|
+91%
|
|
|
9
|
Accredited Investors
Edina,
Minnesota
|
$42.7M
|
+$1.17M
|
+17,304
|
+3%
|
|
|
10
|
United Services Automobile Association
San Antonio,
Texas
|
$36.4M
|
–
|
–
|
–
|
|
|
11
|
Allianz Asset Management
Munich,
Germany
|
$33.3M
|
-$1.22M
|
-18,015
|
-4%
|
|
|
12
|
Cerity Partners OCIO
New York
|
$27.3M
|
+$2.29M
|
+33,828
|
+9%
|
|
|
13
|
Bank of New York Mellon
New York
|
$23.4M
|
-$59.1M
|
-871,633
|
-72%
|
|
|
14
|
Tanglewood Wealth Management
Houston,
Texas
|
$23M
|
-$2.34M
|
-34,575
|
-9%
|
|
|
15
|
D.A. Davidson & Co
Great Falls,
Montana
|
$22.9M
|
+$2.92M
|
+43,067
|
+15%
|
|
|
16
|
Allstate Corporation
Northbrook,
Illinois
|
$22.7M
|
-$28.2M
|
-415,211
|
-56%
|
|
|
17
|
Permanens Capital
New York
|
$21.5M
|
+$21.1M
|
+311,216
|
New
|
|
|
18
|
US Bancorp
Minneapolis,
Minnesota
|
$20.4M
|
-$1.25M
|
-18,410
|
-6%
|
|
|
19
|
Foster Dykema Cabot & Co
Waltham,
Massachusetts
|
$20.1M
|
+$8.29M
|
+122,206
|
+72%
|
|
|
20
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$20M
|
+$2.61M
|
+38,535
|
+15%
|
|
|
21
|
TD Capital Management
Memphis,
Tennessee
|
$19.1M
|
-$592K
|
-8,737
|
-3%
|
|
|
22
|
Avidian Wealth Enterprises
Houston,
Texas
|
$14.6M
|
+$14.3M
|
+211,633
|
New
|
|
|
23
|
Stonehearth Capital Management
Danvers,
Massachusetts
|
$14.6M
|
-$423K
|
-6,245
|
-3%
|
|
|
24
|
Baker Avenue Asset Management
San Francisco,
California
|
$13.4M
|
+$1.62M
|
+23,936
|
+14%
|
|
|
25
|
TMD & Associates
Scottsdale,
Arizona
|
$13.1M
|
-$5.87M
|
-86,528
|
-31%
|
|
