|
1
|
Bank of America
Charlotte,
North Carolina
|
$1.11B
|
+$123M
|
+1,586,051
|
+12%
|
|
|
2
|
Windhaven Investment Management
Boston,
Massachusetts
|
$498M
|
-$43.4M
|
-560,602
|
-8%
|
|
|
3
|
|
$412M
|
-$8.75M
|
-113,001
|
-2%
|
|
|
4
|
Bank of New York Mellon
New York
|
$303M
|
-$9.77M
|
-126,067
|
-3%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$242M
|
-$44.2M
|
-570,889
|
-15%
|
|
|
6
|
Vanguard Group
Malvern,
Pennsylvania
|
$170M
|
+$4.63M
|
+59,760
|
+3%
|
|
|
7
|
Wealthfront
Palo Alto,
California
|
$164M
|
+$29.6M
|
+381,771
|
+21%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$159M
|
+$18.3M
|
+236,692
|
+12%
|
|
|
9
|
Homrich & Berg
Atlanta,
Georgia
|
$131M
|
-$270K
|
-3,489
|
-0.2%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$128M
|
-$10.4M
|
-134,610
|
-7%
|
|
|
11
|
Diversified Trust
Memphis,
Tennessee
|
$111M
|
+$937K
|
+12,092
|
+0.8%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$97.1M
|
-$404K
|
-5,214
|
-0.4%
|
|
|
13
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$96.3M
|
-$34M
|
-438,541
|
-25%
|
|
|
14
|
|
$80.8M
|
-$15.4M
|
-198,542
|
-15%
|
|
|
15
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$75.1M
|
-$22.3M
|
-287,953
|
-22%
|
|
|
16
|
HighTower Advisors
Chicago,
Illinois
|
$74.7M
|
+$30.4M
|
+391,882
|
+63%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$74M
|
-$1.11M
|
-14,345
|
-1%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$68.3M
|
-$6.33M
|
-81,707
|
-8%
|
|
|
19
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$60.9M
|
-$14.3M
|
-184,836
|
-18%
|
|
|
20
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$54.4M
|
-$1.86M
|
-24,065
|
-3%
|
|
|
21
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$50.6M
|
-$2.34M
|
-30,239
|
-4%
|
|
|
22
|
Synovus Financial
Columbus,
Georgia
|
$49.9M
|
+$2.4M
|
+30,993
|
+5%
|
|
|
23
|
|
$48.2M
|
-$4.66M
|
-60,103
|
-8%
|
|
|
24
|
Beacon Investment Advisory Services
Morristown,
New Jersey
|
$47.5M
|
-$8.67M
|
-111,874
|
-15%
|
|
|
25
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$46.9M
|
-$7.93M
|
-102,332
|
-14%
|
|
