|
1
|
Bank of America
Charlotte,
North Carolina
|
$1.06B
|
-$15.8M
|
-194,528
|
-1%
|
|
|
2
|
Windhaven Investment Management
Boston,
Massachusetts
|
$575M
|
-$14.9M
|
-184,115
|
-2%
|
|
|
3
|
|
$448M
|
-$21.3M
|
-263,127
|
-4%
|
|
|
4
|
Bank of New York Mellon
New York
|
$333M
|
-$4.21M
|
-51,904
|
-1%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$303M
|
-$6.4M
|
-78,924
|
-2%
|
|
|
6
|
Vanguard Group
Malvern,
Pennsylvania
|
$176M
|
+$20.4M
|
+251,920
|
+13%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$150M
|
-$5.27M
|
-65,027
|
-3%
|
|
|
8
|
Wealthfront
Palo Alto,
California
|
$145M
|
+$22.3M
|
+275,276
|
+18%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$144M
|
+$3.02M
|
+37,233
|
+2%
|
|
|
10
|
Homrich & Berg
Atlanta,
Georgia
|
$140M
|
+$4.76M
|
+58,707
|
+3%
|
|
|
11
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$137M
|
-$20M
|
-246,586
|
-12%
|
|
|
12
|
Diversified Trust
Memphis,
Tennessee
|
$117M
|
+$1.18M
|
+14,530
|
+1%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$104M
|
+$2.49M
|
+30,700
|
+2%
|
|
|
14
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$103M
|
+$240K
|
+2,957
|
+0.2%
|
|
|
15
|
|
$102M
|
+$15.5M
|
+191,197
|
+17%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$80M
|
+$4.65M
|
+57,407
|
+6%
|
|
|
17
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$79.4M
|
-$13M
|
-160,291
|
-14%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$79.2M
|
-$653K
|
-8,064
|
-0.8%
|
|
|
19
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$59.8M
|
+$1.77M
|
+21,820
|
+3%
|
|
|
20
|
Beacon Investment Advisory Services
Morristown,
New Jersey
|
$59.4M
|
+$61.3M
|
+756,061
|
New
|
|
|
21
|
Managed Account Advisors
Jersey City,
New Jersey
|
$58.5M
|
+$13.4M
|
+165,890
|
+29%
|
|
|
22
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$58M
|
+$330K
|
+4,072
|
+0.6%
|
|
|
23
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$56.3M
|
-$4.07M
|
-50,176
|
-7%
|
|
|
24
|
|
$56.1M
|
+$1.81M
|
+22,396
|
+3%
|
|
|
25
|
Synovus Financial
Columbus,
Georgia
|
$50.7M
|
+$2.78M
|
+34,351
|
+6%
|
|
