|
1
|
Bank of America
Charlotte,
North Carolina
|
$223M
|
+$14.6M
|
+301,022
|
+7%
|
|
|
2
|
|
$102M
|
+$14.3M
|
+294,843
|
+16%
|
|
|
3
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$97.8M
|
+$5.44M
|
+112,161
|
+6%
|
|
|
4
|
|
$54.9M
|
+$14.9M
|
+307,011
|
+37%
|
|
|
5
|
Spruce Investment Advisors
Stamford,
Connecticut
|
$36.8M
|
+$36.8M
|
+757,293
|
New
|
|
|
6
|
United Services Automobile Association
San Antonio,
Texas
|
$31.2M
|
+$283K
|
+5,833
|
+0.9%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$28.9M
|
+$2.07M
|
+42,696
|
+8%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$27.9M
|
+$342K
|
+7,048
|
+1%
|
|
|
9
|
Bailard
Foster City,
California
|
$26.4M
|
+$16M
|
+330,061
|
+104%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$24.1M
|
+$1.56M
|
+32,098
|
+7%
|
|
|
11
|
Gateway Advisory
Westfield,
New Jersey
|
$23.2M
|
-$2.06M
|
-42,359
|
-8%
|
|
|
12
|
|
$22.5M
|
+$774K
|
+15,958
|
+4%
|
|
|
13
|
Lazard Asset Management
New York
|
$21.8M
|
–
|
–
|
–
|
|
|
14
|
AssetMark Inc
Concord,
California
|
$19.1M
|
-$1.31M
|
-26,943
|
-6%
|
|
|
15
|
Windham Capital Management
Boston,
Massachusetts
|
$18.8M
|
-$216K
|
-4,448
|
-1%
|
|
|
16
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$17M
|
+$528K
|
+10,886
|
+3%
|
|
|
17
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$16.9M
|
+$3.66M
|
+75,410
|
+28%
|
|
|
18
|
Arden Trust
Wilmington,
Delaware
|
$15M
|
+$1.57M
|
+32,352
|
+12%
|
|
|
19
|
Karpus Investment Management
Pittsford,
New York
|
$14.6M
|
-$16.4M
|
-337,125
|
-53%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$14.4M
|
+$4.18M
|
+86,179
|
+41%
|
|
|
21
|
Raymond James & Associates
St Petersburg,
Florida
|
$13M
|
+$1.63M
|
+33,501
|
+14%
|
|
|
22
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$12.7M
|
+$317K
|
+6,525
|
+3%
|
|
|
23
|
Cedar Hill Associates
Chicago,
Illinois
|
$11.6M
|
+$2.04M
|
+42,125
|
+21%
|
|
|
24
|
STALEY CAPITAL ADVISERS
Pittsburgh,
Pennsylvania
|
$10.7M
|
+$97.1K
|
+2,000
|
+0.9%
|
|
|
25
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$9.24M
|
+$377K
|
+7,774
|
+4%
|
|
