|
1
|
UBS Group
Zurich,
Switzerland
|
$505M
|
+$38.7M
|
+519,108
|
+8%
|
|
|
2
|
Highland Associates
Birmingham,
Alabama
|
$467M
|
-$738K
|
-9,900
|
-0.1%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$205M
|
+$2.13M
|
+28,526
|
+1%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$140M
|
+$22.1K
|
+296
|
+0%
|
|
|
5
|
Cambridge Associates
Boston,
Massachusetts
|
$128M
|
+$67.8M
|
+909,488
|
+108%
|
|
|
6
|
|
$126M
|
+$5.47M
|
+73,387
|
+4%
|
|
|
7
|
AssetMark Inc
Concord,
California
|
$120M
|
+$53.2M
|
+713,618
|
+77%
|
|
|
8
|
University of Tennessee
Knoxville,
Tennessee
|
$88.5M
|
+$10.9M
|
+145,750
|
+14%
|
|
|
9
|
Wind River Trust Company
Jackson,
Wyoming
|
$58.1M
|
-$935K
|
-12,538
|
-2%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$56.2M
|
+$1.94M
|
+25,974
|
+4%
|
|
|
11
|
Allianz Asset Management
Munich,
Germany
|
$55.5M
|
+$4.79M
|
+64,241
|
+9%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$53.3M
|
-$218K
|
-2,921
|
-0.4%
|
|
|
13
|
Trust Asset Management
Houston,
Texas
|
$49.9M
|
–
|
–
|
–
|
|
|
14
|
Signature Financial Management
Norfolk,
Virginia
|
$49.4M
|
+$769K
|
+10,309
|
+2%
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$47.3M
|
+$2.62M
|
+35,127
|
+6%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$42M
|
-$3.45M
|
-46,231
|
-7%
|
|
|
17
|
SignatureFD
Atlanta,
Georgia
|
$35.4M
|
+$3.45M
|
+46,325
|
+11%
|
|
|
18
|
Banco Santander
Madrid,
Spain
|
$34.3M
|
+$97.1K
|
+1,302
|
+0.3%
|
|
|
19
|
Mangham Associates
Charlottesville,
Virginia
|
$31.5M
|
-$60.7K
|
-814
|
-0.2%
|
|
|
20
|
|
$28.7M
|
+$25.8M
|
+345,327
|
+743%
|
|
|
21
|
BB&T Securities
Richmond,
Virginia
|
$28.7M
|
-$526K
|
-7,054
|
-2%
|
|
|
22
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$24.2M
|
+$325K
|
+4,352
|
+1%
|
|
|
23
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$20.1M
|
-$5.89M
|
-79,004
|
-22%
|
|
|
24
|
Oxford Financial Group
Carmel,
Indiana
|
$18.6M
|
-$2.71M
|
-36,353
|
-13%
|
|
|
25
|
Huntington National Bank
Columbus,
Ohio
|
$17.3M
|
–
|
–
|
–
|
|
