|
1
|
Bank of America
Charlotte,
North Carolina
|
$248M
|
-$4.65M
|
-35,922
|
-2%
|
|
|
2
|
|
$175M
|
+$21.9M
|
+168,992
|
+15%
|
|
|
3
|
Managed Account Advisors
Jersey City,
New Jersey
|
$110M
|
+$28.3M
|
+218,639
|
+36%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$84.3M
|
+$11.3M
|
+87,054
|
+16%
|
|
|
5
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$82.6M
|
-$1.98M
|
-15,272
|
-2%
|
|
|
6
|
|
$76.2M
|
+$556K
|
+4,291
|
+0.7%
|
|
|
7
|
Vanguard Group
Malvern,
Pennsylvania
|
$75.9M
|
+$403K
|
+3,114
|
+0.5%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$58.4M
|
+$2.28M
|
+17,646
|
+4%
|
|
|
9
|
IndexIQ Advisors
New York
|
$44.1M
|
-$5.18M
|
-40,013
|
-11%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$43.8M
|
+$5.26M
|
+40,638
|
+14%
|
|
|
11
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$35.4M
|
+$22.5M
|
+173,586
|
+183%
|
|
|
12
|
TIAA CREF Trust
St Louis,
Missouri
|
$29.9M
|
+$939K
|
+7,255
|
+3%
|
|
|
13
|
AssetMark Inc
Concord,
California
|
$29.4M
|
+$1.91M
|
+14,763
|
+7%
|
|
|
14
|
Bank of New York Mellon
New York
|
$23.8M
|
+$429K
|
+3,314
|
+2%
|
|
|
15
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$20.8M
|
+$234K
|
+1,804
|
+1%
|
|
|
16
|
Cerity Partners OCIO
New York
|
$20.2M
|
-$5.49M
|
-42,386
|
-22%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$19.5M
|
+$5.83M
|
+45,051
|
+44%
|
|
|
18
|
United Capital Financial Advisors
Irving,
Texas
|
$17.4M
|
+$2.87M
|
+22,179
|
+20%
|
|
|
19
|
Summit Financial Strategies
Columbus,
Ohio
|
$14.4M
|
+$282K
|
+2,179
|
+2%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$12.9M
|
+$3.9M
|
+30,098
|
+45%
|
|
|
21
|
MSI Financial Services
Springfield,
Massachusetts
|
$12.6M
|
+$7.02M
|
+54,233
|
+132%
|
|
|
22
|
Forte Capital
Rochester,
New York
|
$12.1M
|
+$230K
|
+1,778
|
+2%
|
|
|
23
|
Quest Investment Management
Lake Oswego,
Oregon
|
$10.6M
|
–
|
–
|
–
|
|
|
24
|
HighTower Advisors
Chicago,
Illinois
|
$10.6M
|
+$748K
|
+5,777
|
+8%
|
|
|
25
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$10.2M
|
-$107K
|
-827
|
-1%
|
|
