|
1
|
Bank of America
Charlotte,
North Carolina
|
$247M
|
+$79.1M
|
+1,623,560
|
+47%
|
|
|
2
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$149M
|
-$792K
|
-16,263
|
-0.5%
|
|
|
3
|
|
$118M
|
-$909K
|
-18,656
|
-0.8%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$73.9M
|
+$317K
|
+6,503
|
+0.4%
|
|
|
5
|
Lazard Asset Management
New York
|
$52.4M
|
–
|
–
|
–
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$39.5M
|
+$14.1M
|
+290,307
|
+56%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$37.9M
|
+$3.72M
|
+76,273
|
+11%
|
|
|
8
|
Managed Account Advisors
Jersey City,
New Jersey
|
$35.3M
|
+$15M
|
+307,114
|
+73%
|
|
|
9
|
BB&T Securities
Richmond,
Virginia
|
$30.4M
|
+$197K
|
+4,038
|
+7%
|
|
|
10
|
United Services Automobile Association
San Antonio,
Texas
|
$30.3M
|
-$504K
|
-10,344
|
-2%
|
|
|
11
|
|
$27.7M
|
+$9.29M
|
+190,719
|
+50%
|
|
|
12
|
Karpus Investment Management
Pittsford,
New York
|
$25.8M
|
+$5.77M
|
+118,548
|
+29%
|
|
|
13
|
Raymond James & Associates
St Petersburg,
Florida
|
$25.6M
|
+$5.12M
|
+105,097
|
+25%
|
|
|
14
|
Gateway Advisory
Westfield,
New Jersey
|
$24.8M
|
-$579K
|
-11,895
|
-2%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$23.2M
|
-$1.76M
|
-36,116
|
-7%
|
|
|
16
|
AssetMark Inc
Concord,
California
|
$19.2M
|
+$2.31M
|
+47,500
|
+14%
|
|
|
17
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$18.7M
|
-$709K
|
-14,560
|
-4%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$17.8M
|
-$836K
|
-17,170
|
-4%
|
|
|
19
|
Chatham Capital Group
Savannah,
Georgia
|
$16.3M
|
+$1.27M
|
+26,025
|
+8%
|
|
|
20
|
Bailard
Foster City,
California
|
$15.4M
|
+$1.45M
|
+29,805
|
+10%
|
|
|
21
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$15M
|
+$629K
|
+12,921
|
+4%
|
|
|
22
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$14.3M
|
+$1.26M
|
+25,899
|
+10%
|
|
|
23
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$14.2M
|
+$223K
|
+4,569
|
+2%
|
|
|
24
|
James Investment Research
Alpha,
Ohio
|
$13.5M
|
–
|
–
|
–
|
|
|
25
|
Cedar Hill Associates
Chicago,
Illinois
|
$13.2M
|
+$1.51M
|
+31,055
|
+13%
|
|
