|
1
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$448M
|
+$15.1M
|
+200,591
|
+4%
|
|
|
2
|
Schroders
London,
United Kingdom
|
$230M
|
+$218M
|
+2,891,150
|
New
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$159M
|
+$5.59M
|
+74,029
|
+4%
|
|
|
4
|
BOK Financial Private Wealth
Denver,
Colorado
|
$102M
|
-$926K
|
-12,264
|
-0.9%
|
|
|
5
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$90.5M
|
+$2.16M
|
+28,600
|
+2%
|
|
|
6
|
|
$84.6M
|
-$7.82M
|
-103,637
|
-9%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$77.6M
|
+$2.02M
|
+26,806
|
+3%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$70.1M
|
+$55.7M
|
+738,677
|
+435%
|
|
|
9
|
|
$66.2M
|
+$16.9M
|
+224,544
|
+35%
|
|
|
10
|
Diversified Trust
Memphis,
Tennessee
|
$60.8M
|
+$2.04M
|
+27,005
|
+4%
|
|
|
11
|
Wharton Business Group
Malvern,
Pennsylvania
|
$56.8M
|
+$2.62M
|
+34,760
|
+5%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$54.2M
|
+$5.41M
|
+71,715
|
+11%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$53.9M
|
-$1.56M
|
-20,703
|
-3%
|
|
|
14
|
United Services Automobile Association
San Antonio,
Texas
|
$40.6M
|
–
|
–
|
–
|
|
|
15
|
Allianz Asset Management
Munich,
Germany
|
$37.5M
|
+$497K
|
+6,588
|
+1%
|
|
|
16
|
Cerity Partners OCIO
New York
|
$36.6M
|
+$1.81M
|
+23,946
|
+5%
|
|
|
17
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$36.2M
|
+$32.3M
|
+427,340
|
+1,024%
|
|
|
18
|
Permanens Capital
New York
|
$34.4M
|
+$307K
|
+4,064
|
+0.9%
|
|
|
19
|
Advisor Group
Phoenix,
Arizona
|
$34.1M
|
+$20.1M
|
+266,688
|
+153%
|
|
|
20
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$27.5M
|
+$25.7M
|
+339,995
|
+2,125%
|
|
|
21
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$23.9M
|
-$1.56M
|
-20,622
|
-6%
|
|
|
22
|
Avidian Wealth Enterprises
Houston,
Texas
|
$23.8M
|
+$6.37M
|
+84,449
|
+38%
|
|
|
23
|
Foster Dykema Cabot & Co
Waltham,
Massachusetts
|
$23M
|
-$105K
|
-1,396
|
-0.5%
|
|
|
24
|
D.A. Davidson & Co
Great Falls,
Montana
|
$22.5M
|
+$1.21M
|
+16,079
|
+6%
|
|
|
25
|
US Bancorp
Minneapolis,
Minnesota
|
$20.4M
|
-$395K
|
-5,236
|
-2%
|
|
