|
1
|
|
$1.79B
|
+$11.5M
|
+196,574
|
+0.6%
|
|
|
2
|
|
$715M
|
+$289M
|
+4,944,558
|
+67%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$496M
|
+$40.8M
|
+696,980
|
+9%
|
|
|
4
|
State Street
Boston,
Massachusetts
|
$405M
|
–
|
–
|
–
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$320M
|
+$15.8M
|
+269,043
|
+5%
|
|
|
6
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$247M
|
+$250M
|
+4,267,884
|
New
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$229M
|
+$74.1M
|
+1,266,466
|
+47%
|
|
|
8
|
|
$224M
|
+$123M
|
+2,102,078
|
+118%
|
|
|
9
|
AssetMark Inc
Concord,
California
|
$175M
|
-$16.6M
|
-283,868
|
-9%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$168M
|
+$17.5M
|
+299,528
|
+11%
|
|
|
11
|
M&T Bank
Buffalo,
New York
|
$155M
|
-$7.81M
|
-133,383
|
-5%
|
|
|
12
|
Valmark Advisers
Akron,
Ohio
|
$137M
|
-$753K
|
-12,865
|
-0.5%
|
|
|
13
|
Blue Trust Inc
Alpharetta,
Georgia
|
$124M
|
+$49.5M
|
+846,360
|
+67%
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$107M
|
+$19.4M
|
+330,578
|
+22%
|
|
|
15
|
Municipal Employees' Retirement System of Michigan
Lansing,
Michigan
|
$103M
|
–
|
–
|
–
|
|
|
16
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$103M
|
+$95.1M
|
+1,623,900
|
+1,052%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$101M
|
-$40.8M
|
-697,188
|
-28%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$98M
|
+$10.8M
|
+183,849
|
+12%
|
|
|
19
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$95.2M
|
-$16.5M
|
-282,007
|
-15%
|
|
|
20
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$95M
|
+$7.97M
|
+136,117
|
+9%
|
|
|
21
|
Hilton Capital Management
Garden City,
New York
|
$92.1M
|
+$24.2M
|
+413,616
|
+35%
|
|
|
22
|
Trustees of the Smith College
Northampton,
Massachusetts
|
$84.2M
|
–
|
–
|
–
|
|
|
23
|
Elm Partners Management
Philadelphia,
Pennsylvania
|
$80.3M
|
+$4.06M
|
+69,425
|
+5%
|
|
|
24
|
LPL Financial
San Diego,
California
|
$73.3M
|
-$4.1M
|
-69,999
|
-5%
|
|
|
25
|
AE Wealth Management
Topeka,
Kansas
|
$68.3M
|
-$30.2M
|
-516,311
|
-30%
|
|
