|
1
|
Bank of America
Charlotte,
North Carolina
|
$1.44B
|
+$155M
|
+2,027,248
|
+13%
|
|
|
2
|
Windhaven Investment Management
Boston,
Massachusetts
|
$759M
|
+$247M
|
+3,224,202
|
+53%
|
|
|
3
|
|
$480M
|
+$12.2M
|
+158,979
|
+3%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$331M
|
-$42M
|
-547,266
|
-12%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$269M
|
+$5.31M
|
+69,257
|
+2%
|
|
|
6
|
Vanguard Group
Malvern,
Pennsylvania
|
$246M
|
+$35.5M
|
+463,496
|
+18%
|
|
|
7
|
Bank of New York Mellon
New York
|
$235M
|
-$37.3M
|
-486,540
|
-14%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$183M
|
-$29M
|
-378,544
|
-14%
|
|
|
9
|
Wealthfront
Palo Alto,
California
|
$181M
|
-$5.86M
|
-76,424
|
-3%
|
|
|
10
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$156M
|
+$4.89M
|
+63,734
|
+3%
|
|
|
11
|
Homrich & Berg
Atlanta,
Georgia
|
$149M
|
+$3.3M
|
+43,070
|
+2%
|
|
|
12
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$129M
|
+$3.1M
|
+40,484
|
+3%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$114M
|
+$4.82M
|
+62,900
|
+5%
|
|
|
14
|
Diversified Trust
Memphis,
Tennessee
|
$113M
|
-$3.92M
|
-51,071
|
-4%
|
|
|
15
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$95.2M
|
-$1.23M
|
-16,107
|
-1%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$86.5M
|
+$6.07M
|
+79,234
|
+8%
|
|
|
17
|
Synovus Financial
Columbus,
Georgia
|
$82.4M
|
+$25.9M
|
+337,831
|
+50%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$74.4M
|
-$1.02M
|
-13,333
|
-1%
|
|
|
19
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$71.5M
|
+$5.14M
|
+67,047
|
+8%
|
|
|
20
|
|
$60.6M
|
-$2.41M
|
-31,424
|
-4%
|
|
|
21
|
HighTower Advisors
Chicago,
Illinois
|
$55.5M
|
-$43.6M
|
-568,642
|
-45%
|
|
|
22
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$54.6M
|
+$68.8K
|
+898
|
+0.1%
|
|
|
23
|
|
$53.9M
|
+$1.6M
|
+20,876
|
+3%
|
|
|
24
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$52.5M
|
-$2.86M
|
-37,291
|
-5%
|
|
|
25
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$51.1M
|
+$406K
|
+5,298
|
+0.9%
|
|
