|
1
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$498M
|
+$15.6M
|
+193,244
|
+3%
|
|
|
2
|
Schroders
London,
United Kingdom
|
$239M
|
-$1.05M
|
-13,030
|
-0.5%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$167M
|
-$3.7M
|
-45,887
|
-2%
|
|
|
4
|
|
$125M
|
+$52M
|
+645,168
|
+75%
|
|
|
5
|
BOK Financial Private Wealth
Denver,
Colorado
|
$110M
|
-$348K
|
-4,321
|
-0.3%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$105M
|
+$45.1M
|
+559,373
|
+80%
|
|
|
7
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$101M
|
+$3.46M
|
+42,974
|
+4%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$94.9M
|
+$19.1M
|
+236,570
|
+26%
|
|
|
9
|
|
$88.8M
|
-$2.07M
|
-25,663
|
-2%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$86M
|
+$2.6M
|
+32,302
|
+3%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$76.7M
|
+$18.3M
|
+227,232
|
+33%
|
|
|
12
|
Diversified Trust
Memphis,
Tennessee
|
$64.1M
|
-$1.23M
|
-15,305
|
-2%
|
|
|
13
|
Wharton Business Group
Malvern,
Pennsylvania
|
$60.9M
|
+$180K
|
+2,235
|
+0.3%
|
|
|
14
|
Cerity Partners OCIO
New York
|
$50.9M
|
+$11.2M
|
+139,028
|
+29%
|
|
|
15
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$46.5M
|
+$7.44M
|
+92,269
|
+20%
|
|
|
16
|
Advisor Group
Phoenix,
Arizona
|
$45.5M
|
+$8.67M
|
+107,526
|
+24%
|
|
|
17
|
ALPS Advisors
Denver,
Colorado
|
$43.1M
|
+$41.9M
|
+519,643
|
New
|
|
|
18
|
Allianz Asset Management
Munich,
Germany
|
$40.3M
|
–
|
–
|
–
|
|
|
19
|
Permanens Capital
New York
|
$36.9M
|
-$28.1K
|
-349
|
-0.1%
|
|
|
20
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$31.2M
|
+$1.69M
|
+20,911
|
+6%
|
|
|
21
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$26.5M
|
+$779K
|
+9,663
|
+3%
|
|
|
22
|
United Services Automobile Association
San Antonio,
Texas
|
$26.4M
|
-$16.8M
|
-208,000
|
-40%
|
|
|
23
|
Avidian Wealth Enterprises
Houston,
Texas
|
$25.9M
|
+$401K
|
+4,978
|
+2%
|
|
|
24
|
D.A. Davidson & Co
Great Falls,
Montana
|
$24.9M
|
+$721K
|
+8,942
|
+3%
|
|
|
25
|
Foster Dykema Cabot & Co
Waltham,
Massachusetts
|
$24M
|
-$713K
|
-8,841
|
-3%
|
|
