|
1
|
Aegon USA Investment Management
Cedar Rapids,
Iowa
|
$340M
|
+$1.98M
|
+21,347
|
+0.6%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$315M
|
-$42.8M
|
-460,093
|
-12%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$194M
|
+$5.93M
|
+63,827
|
+3%
|
|
|
4
|
|
$84.8M
|
+$479K
|
+5,153
|
+0.6%
|
|
|
5
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$42.8M
|
+$27.8M
|
+298,913
|
+180%
|
|
|
6
|
Cobblestone Capital Advisors
Rochester,
New York
|
$42.8M
|
+$2.49M
|
+26,796
|
+6%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$42.6M
|
-$3.35M
|
-36,070
|
-7%
|
|
|
8
|
United Services Automobile Association
San Antonio,
Texas
|
$37.2M
|
-$2.35M
|
-25,239
|
-6%
|
|
|
9
|
|
$36.8M
|
+$37.2M
|
+400,000
|
New
|
|
|
10
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$34.8M
|
+$4.22M
|
+45,445
|
+14%
|
|
|
11
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$33M
|
+$825K
|
+8,879
|
+3%
|
|
|
12
|
US Bancorp
Minneapolis,
Minnesota
|
$32M
|
+$1.59M
|
+17,068
|
+5%
|
|
|
13
|
Brown Advisory
Baltimore,
Maryland
|
$29.2M
|
+$1.47M
|
+15,859
|
+5%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$28.8M
|
+$1.05M
|
+11,315
|
+4%
|
|
|
15
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$28.6M
|
+$1.12M
|
+12,034
|
+4%
|
|
|
16
|
Wealthfront
Palo Alto,
California
|
$27.5M
|
+$16.8M
|
+181,032
|
+153%
|
|
|
17
|
AssetMark Inc
Concord,
California
|
$24.6M
|
+$12.9M
|
+139,097
|
+109%
|
|
|
18
|
Barclays
London,
United Kingdom
|
$24M
|
-$2.32M
|
-24,975
|
-9%
|
|
|
19
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$23.4M
|
+$2.37M
|
+25,520
|
+11%
|
|
|
20
|
Managed Account Advisors
Jersey City,
New Jersey
|
$23M
|
+$4.53M
|
+48,708
|
+24%
|
|
|
21
|
Van Cleef Asset Management
Beachwood,
Ohio
|
$21M
|
-$139K
|
-1,496
|
-0.7%
|
|
|
22
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$20M
|
-$571K
|
-6,147
|
-3%
|
|
|
23
|
LPL Financial
San Diego,
California
|
$19.9M
|
-$725K
|
-7,804
|
-3%
|
|
|
24
|
Raymond James & Associates
St Petersburg,
Florida
|
$19.7M
|
+$4.49M
|
+48,351
|
+29%
|
|
|
25
|
Coldstream Capital Management
Bellevue,
Washington
|
$15.9M
|
+$3.5M
|
+37,614
|
+28%
|
|
