|
1
|
Bank of America
Charlotte,
North Carolina
|
$326M
|
+$57.4M
|
+1,180,437
|
+21%
|
|
|
2
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$150M
|
+$4.01M
|
+82,523
|
+3%
|
|
|
3
|
|
$110M
|
-$4.73M
|
-97,204
|
-4%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$75.6M
|
+$5.31M
|
+109,257
|
+8%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$44.9M
|
+$3.21M
|
+65,992
|
+8%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$43.9M
|
-$1.91M
|
-39,357
|
-4%
|
|
|
7
|
Lazard Asset Management
New York
|
$43.1M
|
–
|
–
|
–
|
|
|
8
|
Raymond James & Associates
St Petersburg,
Florida
|
$34.2M
|
+$3.22M
|
+66,171
|
+10%
|
|
|
9
|
United Services Automobile Association
San Antonio,
Texas
|
$31.3M
|
+$621K
|
+12,773
|
+2%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$25.5M
|
+$1.23M
|
+25,328
|
+5%
|
|
|
11
|
Gateway Advisory
Westfield,
New Jersey
|
$23.9M
|
-$878K
|
-18,053
|
-4%
|
|
|
12
|
Bailard
Foster City,
California
|
$19.8M
|
-$2.91M
|
-59,854
|
-13%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$19.2M
|
+$474K
|
+9,751
|
+3%
|
|
|
14
|
AssetMark Inc
Concord,
California
|
$19M
|
+$333K
|
+6,842
|
+2%
|
|
|
15
|
Cedar Hill Associates
Chicago,
Illinois
|
$18.9M
|
+$18.8M
|
+387,652
|
New
|
|
|
16
|
|
$18.5M
|
-$8.72M
|
-179,324
|
-32%
|
|
|
17
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$17.9M
|
+$1.81M
|
+37,286
|
+11%
|
|
|
18
|
Chatham Capital Group
Savannah,
Georgia
|
$16.8M
|
-$232K
|
-4,766
|
-1%
|
|
|
19
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$16.6M
|
+$1.61M
|
+33,076
|
+11%
|
|
|
20
|
Karpus Investment Management
Pittsford,
New York
|
$14M
|
-$5.94M
|
-122,100
|
-30%
|
|
|
21
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$13.6M
|
+$2.25M
|
+46,324
|
+20%
|
|
|
22
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$13.1M
|
-$1.77M
|
-36,440
|
-12%
|
|
|
23
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$12.9M
|
+$1.51M
|
+31,041
|
+13%
|
|
|
24
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$12M
|
-$6.94M
|
-142,683
|
-37%
|
|
|
25
|
Alaska Permanent Capital Management
Anchorage,
Alaska
|
$11.3M
|
+$2.79M
|
+57,356
|
+97%
|
|
