|
1
|
Bank of America
Charlotte,
North Carolina
|
$329M
|
+$7.36M
|
+86,101
|
+2%
|
|
|
2
|
Milliman Financial Risk Management
Chicago,
Illinois
|
$251M
|
+$256M
|
+2,997,702
|
New
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$187M
|
+$7.93M
|
+92,707
|
+4%
|
|
|
4
|
|
$86.4M
|
-$591K
|
-6,908
|
-0.7%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$55.3M
|
+$10.7M
|
+124,653
|
+23%
|
|
|
6
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$42.2M
|
+$4.27M
|
+49,971
|
+11%
|
|
|
7
|
Cobblestone Capital Advisors
Rochester,
New York
|
$40.4M
|
+$696K
|
+8,134
|
+2%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$37.5M
|
+$20.3M
|
+237,558
|
+109%
|
|
|
9
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$34.5M
|
-$7.23M
|
-84,541
|
-17%
|
|
|
10
|
United Services Automobile Association
San Antonio,
Texas
|
$33.3M
|
-$832K
|
-9,733
|
-2%
|
|
|
11
|
Wealthfront
Palo Alto,
California
|
$31M
|
+$18.4M
|
+214,674
|
+138%
|
|
|
12
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$31M
|
-$290K
|
-3,394
|
-0.9%
|
|
|
13
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$30.8M
|
-$47.5K
|
-556
|
-0.2%
|
|
|
14
|
US Bancorp
Minneapolis,
Minnesota
|
$28M
|
-$832K
|
-9,729
|
-3%
|
|
|
15
|
Coldstream Capital Management
Bellevue,
Washington
|
$27.9M
|
+$11.6M
|
+136,068
|
+69%
|
|
|
16
|
Brown Advisory
Baltimore,
Maryland
|
$26.6M
|
+$431K
|
+5,037
|
+2%
|
|
|
17
|
Raymond James & Associates
St Petersburg,
Florida
|
$23.9M
|
+$938K
|
+10,975
|
+4%
|
|
|
18
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$21M
|
-$215K
|
-2,510
|
-1%
|
|
|
19
|
AssetMark Inc
Concord,
California
|
$20.6M
|
-$782K
|
-9,148
|
-4%
|
|
|
20
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$20.1M
|
+$7.51M
|
+87,792
|
+58%
|
|
|
21
|
Van Cleef Asset Management
Beachwood,
Ohio
|
$19.3M
|
-$222K
|
-2,600
|
-1%
|
|
|
22
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$16.4M
|
-$511K
|
-5,974
|
-3%
|
|
|
23
|
Horizon Kinetics
New York
|
$14.5M
|
+$8.96M
|
+104,814
|
+152%
|
|
|
24
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$13.9M
|
+$9.06M
|
+106,000
|
+178%
|
|
|
25
|
Twin Capital Management
Mcmurray,
Pennsylvania
|
$13.2M
|
+$480K
|
+5,610
|
+4%
|
|
