|
1
|
Bank of America
Charlotte,
North Carolina
|
$394M
|
+$17M
|
+153,066
|
+5%
|
|
|
2
|
|
$143M
|
-$25.4M
|
-228,533
|
-16%
|
|
|
3
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$86.8M
|
-$1.92M
|
-17,287
|
-2%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$77.2M
|
-$11.2M
|
-100,739
|
-13%
|
|
|
5
|
|
$70.7M
|
+$97.5K
|
+876
|
+0.1%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$67.7M
|
-$23.1M
|
-208,001
|
-27%
|
|
|
7
|
Vanguard Group
Malvern,
Pennsylvania
|
$60.5M
|
-$6.39M
|
-57,407
|
-10%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$52.3M
|
-$13.5M
|
-121,166
|
-22%
|
|
|
9
|
AssetMark Inc
Concord,
California
|
$41.4M
|
+$7.59M
|
+68,189
|
+24%
|
|
|
10
|
IndexIQ Advisors
New York
|
$38.7M
|
+$7.41M
|
+66,588
|
+26%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$34M
|
+$3.97M
|
+35,715
|
+14%
|
|
|
12
|
United Capital Financial Advisors
Irving,
Texas
|
$30.4M
|
+$5.01M
|
+45,032
|
+21%
|
|
|
13
|
|
$28.9M
|
+$785K
|
+7,058
|
+3%
|
|
|
14
|
TIAA CREF Trust
St Louis,
Missouri
|
$28.8M
|
-$2.16M
|
-19,372
|
-7%
|
|
|
15
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$27.5M
|
-$7.01M
|
-63,012
|
-21%
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$18.7M
|
+$2.52M
|
+22,656
|
+17%
|
|
|
17
|
Cerity Partners OCIO
New York
|
$18.7M
|
+$252K
|
+2,262
|
+1%
|
|
|
18
|
HSBC Holdings
London,
United Kingdom
|
$15.2M
|
+$108K
|
+970
|
+0.8%
|
|
|
19
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$14.8M
|
-$8.61M
|
-77,367
|
-38%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$14.1M
|
+$80K
|
+719
|
+0.6%
|
|
|
21
|
Summit Financial Strategies
Columbus,
Ohio
|
$13.3M
|
+$359K
|
+3,227
|
+3%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$12.1M
|
-$1.06M
|
-9,526
|
-9%
|
|
|
23
|
SEI Investments
Oaks,
Pennsylvania
|
$10.1M
|
+$4.02M
|
+36,092
|
+74%
|
|
|
24
|
Quest Investment Management
Lake Oswego,
Oregon
|
$9.54M
|
-$25K
|
-225
|
-0.3%
|
|
|
25
|
Morningstar Investment Services
Chicago,
Illinois
|
$8.77M
|
+$3.8M
|
+34,196
|
+87%
|
|
