|
1
|
Bank of America
Charlotte,
North Carolina
|
$454M
|
-$39.6M
|
-495,215
|
-8%
|
|
|
2
|
|
$433M
|
+$10.2M
|
+127,057
|
+2%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$422M
|
+$79.2M
|
+990,378
|
+23%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$207M
|
-$6.05M
|
-75,637
|
-3%
|
|
|
5
|
Managed Account Advisors
Jersey City,
New Jersey
|
$138M
|
+$35.1M
|
+439,450
|
+34%
|
|
|
6
|
|
$116M
|
–
|
–
|
–
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$113M
|
+$39.1M
|
+488,910
|
+53%
|
|
|
8
|
Franklin Resources
San Mateo,
California
|
$100M
|
+$1.2M
|
+15,034
|
+1%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$89.6M
|
+$44.8M
|
+560,791
|
+99%
|
|
|
10
|
Empirical Wealth Management
Seattle,
Washington
|
$82.9M
|
+$2.24M
|
+28,048
|
+3%
|
|
|
11
|
Mather Group
Chicago,
Illinois
|
$66.5M
|
–
|
–
|
–
|
|
|
12
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$59.5M
|
+$6.97M
|
+87,233
|
+13%
|
|
|
13
|
Equinox Fund Management
Denver,
Colorado
|
$54.8M
|
–
|
–
|
–
|
|
|
14
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$51.4M
|
+$51.6M
|
+645,953
|
New
|
|
|
15
|
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
|
$50.3M
|
-$3.93M
|
-49,128
|
-7%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$44.9M
|
+$2.11M
|
+26,420
|
+5%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$40.1M
|
+$760K
|
+9,510
|
+2%
|
|
|
18
|
Jackson Wealth Management
Lake Mary,
Florida
|
$39.8M
|
+$32.2M
|
+402,187
|
+411%
|
|
|
19
|
United Services Automobile Association
San Antonio,
Texas
|
$36.3M
|
+$6.08K
|
+76
|
+0%
|
|
|
20
|
|
$35.3M
|
+$12.8M
|
+160,337
|
+57%
|
|
|
21
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$34.2M
|
+$1.73M
|
+21,603
|
+5%
|
|
|
22
|
Sandy Spring Bank
Olney,
Maryland
|
$32.3M
|
+$4.88M
|
+61,030
|
+18%
|
|
|
23
|
Windham Capital Management
Boston,
Massachusetts
|
$30.8M
|
-$80.6M
|
-1,008,266
|
-72%
|
|
|
24
|
Bessemer Group
Woodbridge,
New Jersey
|
$28.6M
|
+$28.7M
|
+359,200
|
+44,900%
|
|
|
25
|
Lazard Asset Management
New York
|
$28.5M
|
–
|
–
|
–
|
|
