|
1
|
Bank of America
Charlotte,
North Carolina
|
$168M
|
-$66M
|
-1,353,925
|
-28%
|
|
|
2
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$150M
|
+$5.68M
|
+116,565
|
+4%
|
|
|
3
|
|
$119M
|
+$4.87M
|
+99,874
|
+4%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$73.5M
|
+$73.7M
|
+1,512,483
|
New
|
|
|
5
|
Lazard Asset Management
New York
|
$42.9M
|
–
|
–
|
–
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$34.1M
|
+$2.06M
|
+42,343
|
+6%
|
|
|
7
|
United Services Automobile Association
San Antonio,
Texas
|
$30.8M
|
-$75.2K
|
-1,544
|
-0.2%
|
|
|
8
|
Gateway Advisory
Westfield,
New Jersey
|
$25.4M
|
-$333K
|
-6,836
|
-1%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$25.3M
|
-$9.31M
|
-190,996
|
-27%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$24.9M
|
+$210K
|
+4,313
|
+0.8%
|
|
|
11
|
Raymond James & Associates
St Petersburg,
Florida
|
$20.5M
|
+$2.14M
|
+43,943
|
+12%
|
|
|
12
|
Managed Account Advisors
Jersey City,
New Jersey
|
$20.3M
|
+$8.14M
|
+167,115
|
+66%
|
|
|
13
|
Karpus Investment Management
Pittsford,
New York
|
$20M
|
+$1.49M
|
+30,489
|
+8%
|
|
|
14
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$19.4M
|
+$937K
|
+19,229
|
+5%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$18.7M
|
+$1.84M
|
+37,860
|
+11%
|
|
|
16
|
|
$18.4M
|
-$5.42M
|
-111,188
|
-23%
|
|
|
17
|
AssetMark Inc
Concord,
California
|
$16.8M
|
+$458K
|
+9,390
|
+3%
|
|
|
18
|
Chatham Capital Group
Savannah,
Georgia
|
$15M
|
+$2.13M
|
+43,750
|
+16%
|
|
|
19
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$14.3M
|
+$644K
|
+13,222
|
+5%
|
|
|
20
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$13.9M
|
-$454K
|
-9,309
|
-3%
|
|
|
21
|
Bailard
Foster City,
California
|
$13.9M
|
-$2.29M
|
-46,938
|
-14%
|
|
|
22
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$13M
|
+$1.06M
|
+21,838
|
+9%
|
|
|
23
|
Windham Capital Management
Boston,
Massachusetts
|
$12.8M
|
-$235K
|
-4,816
|
-2%
|
|
|
24
|
Cedar Hill Associates
Chicago,
Illinois
|
$11.6M
|
-$1.32M
|
-27,010
|
-10%
|
|
|
25
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$10.6M
|
-$895K
|
-18,378
|
-8%
|
|
