|
1
|
Bank of America
Charlotte,
North Carolina
|
$1.54B
|
+$66M
|
+778,884
|
+4%
|
|
|
2
|
Windhaven Investment Management
Boston,
Massachusetts
|
$870M
|
+$147M
|
+1,736,645
|
+20%
|
|
|
3
|
|
$535M
|
+$16M
|
+189,080
|
+3%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$362M
|
-$2.11M
|
-24,916
|
-0.6%
|
|
|
5
|
Vanguard Group
Malvern,
Pennsylvania
|
$281M
|
+$10.9M
|
+129,008
|
+4%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$227M
|
+$11.1M
|
+131,057
|
+5%
|
|
|
7
|
Wealthfront
Palo Alto,
California
|
$227M
|
+$24.1M
|
+284,737
|
+12%
|
|
|
8
|
Bank of New York Mellon
New York
|
$226M
|
-$6.64M
|
-78,307
|
-3%
|
|
|
9
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$184M
|
+$12.8M
|
+150,728
|
+7%
|
|
|
10
|
Homrich & Berg
Atlanta,
Georgia
|
$158M
|
+$3.87M
|
+45,642
|
+2%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$146M
|
+$4.09M
|
+48,307
|
+3%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$123M
|
+$1.95M
|
+23,014
|
+2%
|
|
|
13
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$97.9M
|
-$11.7M
|
-138,620
|
-11%
|
|
|
14
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$96.9M
|
-$1.9M
|
-22,473
|
-2%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$94.7M
|
+$1.14M
|
+13,487
|
+1%
|
|
|
16
|
Diversified Trust
Memphis,
Tennessee
|
$91.3M
|
-$25.6M
|
-301,487
|
-22%
|
|
|
17
|
Synovus Financial
Columbus,
Georgia
|
$78.8M
|
-$5.61M
|
-66,179
|
-7%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$71.9M
|
-$1.65M
|
-19,507
|
-2%
|
|
|
19
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$66.9M
|
-$1.14M
|
-13,394
|
-2%
|
|
|
20
|
|
$63M
|
+$6.36M
|
+75,022
|
+11%
|
|
|
21
|
HighTower Advisors
Chicago,
Illinois
|
$60.2M
|
+$1.06M
|
+12,530
|
+2%
|
|
|
22
|
Brown Advisory
Baltimore,
Maryland
|
$56.7M
|
+$11.2M
|
+131,868
|
+24%
|
|
|
23
|
|
$56.1M
|
-$1.22M
|
-14,361
|
-2%
|
|
|
24
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$54.4M
|
+$433K
|
+5,114
|
+0.8%
|
|
|
25
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$53.9M
|
-$904K
|
-10,660
|
-2%
|
|
