|
1
|
Bank of America
Charlotte,
North Carolina
|
$267M
|
+$20.3M
|
+419,412
|
+8%
|
|
|
2
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$146M
|
-$3.21M
|
-66,180
|
-2%
|
|
|
3
|
|
$114M
|
-$3.3M
|
-68,146
|
-3%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$70.1M
|
-$3.67M
|
-75,719
|
-5%
|
|
|
5
|
Managed Account Advisors
Jersey City,
New Jersey
|
$48.1M
|
+$12.8M
|
+264,919
|
+36%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$45.6M
|
+$6.22M
|
+128,374
|
+16%
|
|
|
7
|
Lazard Asset Management
New York
|
$44.6M
|
–
|
–
|
–
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$41.5M
|
+$3.7M
|
+76,382
|
+10%
|
|
|
9
|
Raymond James & Associates
St Petersburg,
Florida
|
$30.9M
|
+$5.3M
|
+109,302
|
+21%
|
|
|
10
|
United Services Automobile Association
San Antonio,
Texas
|
$30.6M
|
+$337K
|
+6,952
|
+1%
|
|
|
11
|
|
$27.1M
|
-$556K
|
-11,477
|
-2%
|
|
|
12
|
Gateway Advisory
Westfield,
New Jersey
|
$24.7M
|
-$112K
|
-2,310
|
-0.5%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$24.2M
|
+$1.1M
|
+22,741
|
+5%
|
|
|
14
|
Bailard
Foster City,
California
|
$22.6M
|
+$7.24M
|
+149,347
|
+47%
|
|
|
15
|
Karpus Investment Management
Pittsford,
New York
|
$19.9M
|
-$5.85M
|
-120,855
|
-23%
|
|
|
16
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$18.9M
|
+$223K
|
+4,605
|
+1%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$18.7M
|
+$877K
|
+18,103
|
+5%
|
|
|
18
|
AssetMark Inc
Concord,
California
|
$18.6M
|
-$554K
|
-11,433
|
-3%
|
|
|
19
|
Chatham Capital Group
Savannah,
Georgia
|
$17M
|
+$688K
|
+14,200
|
+4%
|
|
|
20
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$16.1M
|
+$1.13M
|
+23,379
|
+8%
|
|
|
21
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$15M
|
+$694K
|
+14,331
|
+5%
|
|
|
22
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$14.8M
|
+$664K
|
+13,708
|
+5%
|
|
|
23
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$11.5M
|
+$2.23M
|
+46,117
|
+24%
|
|
|
24
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$11.3M
|
+$788K
|
+16,269
|
+8%
|
|
|
25
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$11.3M
|
+$462K
|
+9,538
|
+4%
|
|
