|
1
|
Bank of America
Charlotte,
North Carolina
|
$1.1B
|
+$497M
|
+6,129,798
|
+81%
|
|
|
2
|
Windhaven Investment Management
Boston,
Massachusetts
|
$604M
|
-$591M
|
-7,286,593
|
-49%
|
|
|
3
|
|
$480M
|
-$6.44M
|
-79,381
|
-1%
|
|
|
4
|
Bank of New York Mellon
New York
|
$345M
|
+$35.3M
|
+435,369
|
+11%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$316M
|
-$4.79M
|
-59,091
|
-1%
|
|
|
6
|
Vanguard Group
Malvern,
Pennsylvania
|
$160M
|
+$43.8M
|
+540,009
|
+37%
|
|
|
7
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$160M
|
-$2.75M
|
-33,893
|
-2%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$159M
|
-$15.9M
|
-196,538
|
-9%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$143M
|
+$5.73M
|
+70,687
|
+4%
|
|
|
10
|
Homrich & Berg
Atlanta,
Georgia
|
$139M
|
+$5.52M
|
+68,099
|
+4%
|
|
|
11
|
Wealthfront
Palo Alto,
California
|
$126M
|
+$24.6M
|
+302,972
|
+24%
|
|
|
12
|
Diversified Trust
Memphis,
Tennessee
|
$119M
|
+$119K
|
+1,472
|
+0.1%
|
|
|
13
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$105M
|
-$2.16M
|
-26,669
|
-2%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$104M
|
+$1.86M
|
+22,923
|
+2%
|
|
|
15
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$94.3M
|
-$923K
|
-11,377
|
-1%
|
|
|
16
|
|
$88.7M
|
+$1.85M
|
+22,745
|
+2%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$81.7M
|
-$3.75M
|
-46,240
|
-4%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$77.3M
|
+$1.62M
|
+19,944
|
+2%
|
|
|
19
|
MDE Group
Morristown,
New Jersey
|
$63M
|
-$714K
|
-8,800
|
-1%
|
|
|
20
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$61.7M
|
-$557K
|
-6,872
|
-0.9%
|
|
|
21
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$59.5M
|
+$4.94M
|
+60,955
|
+9%
|
|
|
22
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$59M
|
+$1.72M
|
+21,158
|
+3%
|
|
|
23
|
|
$55.6M
|
-$6.47M
|
-79,762
|
-10%
|
|
|
24
|
Synovus Financial
Columbus,
Georgia
|
$49.2M
|
+$1.93M
|
+23,732
|
+4%
|
|
|
25
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$47.7M
|
+$1.74M
|
+21,412
|
+4%
|
|
