|
1
|
|
$104M
|
+$48M
|
+2,246,568
|
+83%
|
|
|
2
|
Jones Financial Companies
Des Peres,
Missouri
|
$84.1M
|
-$1.31M
|
-61,314
|
-1%
|
|
|
3
|
M&T Bank
Buffalo,
New York
|
$83.1M
|
+$2.28M
|
+106,508
|
+3%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$45.1M
|
-$16.2M
|
-755,681
|
-26%
|
|
|
5
|
|
$30M
|
+$11.2M
|
+525,072
|
+58%
|
|
|
6
|
People's United Financial
Bridgeport,
Connecticut
|
$24.5M
|
-$1.78M
|
-83,373
|
-7%
|
|
|
7
|
Savant Capital
Rockford,
Illinois
|
$22.5M
|
+$877K
|
+41,016
|
+4%
|
|
|
8
|
Mitsubishi UFJ Asset Management
Tokyo,
Japan
|
$22.2M
|
-$22.9K
|
-1,070
|
-0.1%
|
|
|
9
|
Cahaba Wealth Management
Atlanta,
Georgia
|
$20.1M
|
+$347K
|
+16,226
|
+2%
|
|
|
10
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$18.8M
|
+$9.37K
|
+438
|
+0%
|
|
|
11
|
|
$18.4M
|
+$18.7M
|
+874,780
|
+56,437%
|
|
|
12
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$17.6M
|
-$1.23M
|
-57,315
|
-6%
|
|
|
13
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$17.4M
|
+$791K
|
+36,987
|
+5%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$14.8M
|
+$399K
|
+18,678
|
+3%
|
|
|
15
|
Personal Capital Advisors
Redwood City,
California
|
$12.9M
|
+$13.1M
|
+611,397
|
New
|
|
|
16
|
|
$12.2M
|
–
|
–
|
–
|
|
|
17
|
|
$11.6M
|
+$393K
|
+18,356
|
+3%
|
|
|
18
|
Bank of America
Charlotte,
North Carolina
|
$10.8M
|
-$538K
|
-25,182
|
-5%
|
|
|
19
|
|
$8.53M
|
+$547K
|
+25,583
|
+7%
|
|
|
20
|
Sumitomo Mitsui DS Asset Management
Tokyo,
Japan
|
$7.69M
|
+$296K
|
+13,819
|
+4%
|
|
|
21
|
SimplyRich
Carlsbad,
California
|
$7.47M
|
+$38.8K
|
+1,814
|
+0.5%
|
|
|
22
|
Asset Management One
Tokyo,
Japan
|
$7.45M
|
–
|
–
|
–
|
|
|
23
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$7.35M
|
+$123K
|
+5,767
|
+2%
|
|
|
24
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$7.24M
|
+$569K
|
+26,603
|
+8%
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$6.56M
|
+$2.66M
|
+124,580
|
+67%
|
|
