|
1
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$368M
|
+$63.1M
|
+880,011
|
+21%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$161M
|
-$17.6M
|
-245,726
|
-10%
|
|
|
3
|
|
$102M
|
-$2.32M
|
-32,290
|
-2%
|
|
|
4
|
BOK Financial Private Wealth
Denver,
Colorado
|
$96.8M
|
-$1.74M
|
-24,224
|
-2%
|
|
|
5
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$80.1M
|
-$4.44M
|
-61,858
|
-5%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$69.2M
|
-$1.06M
|
-14,772
|
-2%
|
|
|
7
|
Diversified Trust
Memphis,
Tennessee
|
$54.4M
|
+$3.75M
|
+52,257
|
+8%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$51.4M
|
+$5.88M
|
+82,020
|
+13%
|
|
|
9
|
Accredited Investors
Edina,
Minnesota
|
$46M
|
+$1.03M
|
+14,418
|
+2%
|
|
|
10
|
|
$41.8M
|
+$32.8M
|
+457,639
|
+395%
|
|
|
11
|
Wharton Business Group
Malvern,
Pennsylvania
|
$39.3M
|
+$38.8M
|
+540,355
|
New
|
|
|
12
|
United Services Automobile Association
San Antonio,
Texas
|
$38.3M
|
–
|
–
|
–
|
|
|
13
|
Allianz Asset Management
Munich,
Germany
|
$35.1M
|
–
|
–
|
–
|
|
|
14
|
Cerity Partners OCIO
New York
|
$30.9M
|
+$2.05M
|
+28,510
|
+7%
|
|
|
15
|
Permanens Capital
New York
|
$28.5M
|
+$5.71M
|
+79,628
|
+26%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$25.6M
|
+$18.1M
|
+252,398
|
+254%
|
|
|
17
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$23.1M
|
+$2.04M
|
+28,485
|
+10%
|
|
|
18
|
Foster Dykema Cabot & Co
Waltham,
Massachusetts
|
$21.6M
|
+$444K
|
+6,187
|
+2%
|
|
|
19
|
US Bancorp
Minneapolis,
Minnesota
|
$20.8M
|
-$642K
|
-8,954
|
-3%
|
|
|
20
|
D.A. Davidson & Co
Great Falls,
Montana
|
$18.9M
|
-$5.15M
|
-71,828
|
-22%
|
|
|
21
|
TD Capital Management
Memphis,
Tennessee
|
$17.1M
|
-$2.99M
|
-41,648
|
-15%
|
|
|
22
|
Avidian Wealth Enterprises
Houston,
Texas
|
$16M
|
+$566K
|
+7,885
|
+4%
|
|
|
23
|
Stonehearth Capital Management
Danvers,
Massachusetts
|
$14.8M
|
-$498K
|
-6,949
|
-3%
|
|
|
24
|
TMD & Associates
Scottsdale,
Arizona
|
$14.7M
|
+$934K
|
+13,018
|
+7%
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
$14.1M
|
+$2.63M
|
+36,601
|
+23%
|
|
