|
1
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$327M
|
-$6.61M
|
-215,577
|
-2%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$258M
|
-$25.2M
|
-822,620
|
-9%
|
|
|
3
|
State Street
Boston,
Massachusetts
|
$203M
|
+$303K
|
+9,892
|
+0.2%
|
|
|
4
|
Valmark Advisers
Akron,
Ohio
|
$122M
|
+$1.45M
|
+47,374
|
+1%
|
|
|
5
|
Thomaspartners
Boston,
Massachusetts
|
$116M
|
+$116M
|
+3,776,387
|
New
|
|
|
6
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$107M
|
–
|
–
|
–
|
|
|
7
|
Members Trust
Tampa,
Florida
|
$72.3M
|
+$1.53M
|
+49,773
|
+2%
|
|
|
8
|
|
$55.5M
|
+$12.7M
|
+414,324
|
+30%
|
|
|
9
|
Fisher Asset Management
Camas,
Washington
|
$45.9M
|
+$257K
|
+8,380
|
+0.6%
|
|
|
10
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$43.8M
|
-$14.8M
|
-483,736
|
-25%
|
|
|
11
|
Bailard
Foster City,
California
|
$41.8M
|
+$13.4M
|
+436,125
|
+47%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$40M
|
+$3.07M
|
+100,115
|
+8%
|
|
|
13
|
United Services Automobile Association
San Antonio,
Texas
|
$38.1M
|
+$5.6M
|
+182,635
|
+17%
|
|
|
14
|
Baystate Wealth Management
Boston,
Massachusetts
|
$32.7M
|
+$541K
|
+17,638
|
+2%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$30.8M
|
-$175K
|
-5,700
|
-0.6%
|
|
|
16
|
Mission Wealth Management
Santa Barbara,
California
|
$30.5M
|
-$487K
|
-15,881
|
-2%
|
|
|
17
|
Rand Wealth
Baltimore,
Maryland
|
$28.8M
|
+$2.09M
|
+68,085
|
+8%
|
|
|
18
|
Avidian Wealth Enterprises
Houston,
Texas
|
$25M
|
+$25M
|
+815,005
|
New
|
|
|
19
|
Steinberg Global Asset Management
Boca Raton,
Florida
|
$24.8M
|
-$52K
|
-1,694
|
-0.2%
|
|
|
20
|
Sentinel Asset Management
Montpelier,
Vermont
|
$21M
|
-$2.42M
|
-78,954
|
-10%
|
|
|
21
|
Raymond James & Associates
St Petersburg,
Florida
|
$20.6M
|
-$204K
|
-6,657
|
-1%
|
|
|
22
|
Ameriprise
Minneapolis,
Minnesota
|
$19.1M
|
+$4.22M
|
+137,752
|
+28%
|
|
|
23
|
Lazard Asset Management
New York
|
$18.8M
|
–
|
–
|
–
|
|
|
24
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$18.7M
|
+$1.15M
|
+37,445
|
+7%
|
|
|
25
|
|
$14.5M
|
+$92
|
+3
|
+0%
|
|
