|
1
|
|
$1.23B
|
-$9.7M
|
-328,436
|
-0.8%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$158M
|
-$1.22M
|
-41,305
|
-0.8%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$120M
|
-$2.83M
|
-95,739
|
-2%
|
|
|
4
|
|
$98.2M
|
-$10.6M
|
-358,888
|
-10%
|
|
|
5
|
Private Vista
Chicago,
Illinois
|
$69.7M
|
+$7.21M
|
+244,362
|
+12%
|
|
|
6
|
Bank of New York Mellon
New York
|
$60.7M
|
-$349K
|
-11,808
|
-0.6%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$55.5M
|
+$606K
|
+20,540
|
+1%
|
|
|
8
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$47.7M
|
+$1.13M
|
+38,218
|
+2%
|
|
|
9
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$42.7M
|
+$42.1M
|
+1,426,984
|
New
|
|
|
10
|
Coldstream Capital Management
Bellevue,
Washington
|
$41.2M
|
-$1.97M
|
-66,610
|
-5%
|
|
|
11
|
|
$40.8M
|
+$6.46M
|
+218,990
|
+19%
|
|
|
12
|
Northern Trust
Chicago,
Illinois
|
$37.8M
|
+$3.69M
|
+125,115
|
+11%
|
|
|
13
|
US Bancorp
Minneapolis,
Minnesota
|
$35.4M
|
+$1.21M
|
+41,047
|
+4%
|
|
|
14
|
|
$30.3M
|
-$332K
|
-11,253
|
-1%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$29.3M
|
-$3.93M
|
-133,231
|
-12%
|
|
|
16
|
Syntal Capital Partners
Midland,
Texas
|
$29.2M
|
+$922K
|
+31,245
|
+3%
|
|
|
17
|
Madison Investment Holdings
Madison,
Wisconsin
|
$24.8M
|
-$715K
|
-24,232
|
-3%
|
|
|
18
|
Wharton Business Group
Malvern,
Pennsylvania
|
$23M
|
–
|
–
|
–
|
|
|
19
|
HSBC Holdings
London,
United Kingdom
|
$22.1M
|
+$1.81M
|
+61,476
|
+9%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$21.5M
|
-$3.08M
|
-104,168
|
-13%
|
|
|
21
|
Ameriprise
Minneapolis,
Minnesota
|
$19.7M
|
-$2.44M
|
-82,485
|
-11%
|
|
|
22
|
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
|
$19.6M
|
+$2.06M
|
+69,697
|
+12%
|
|
|
23
|
PFS Investments
Duluth,
Georgia
|
$15.7M
|
+$2.29M
|
+77,490
|
+17%
|
|
|
24
|
BOK Financial Private Wealth
Denver,
Colorado
|
$14.7M
|
-$139K
|
-4,704
|
-0.9%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$13.6M
|
+$230K
|
+7,788
|
+2%
|
|
