|
1
|
|
$119M
|
+$492K
|
+21,854
|
+0.4%
|
|
|
2
|
Jones Financial Companies
Des Peres,
Missouri
|
$95.5M
|
-$1.65M
|
-73,130
|
-2%
|
|
|
3
|
M&T Bank
Buffalo,
New York
|
$94.1M
|
-$433K
|
-19,236
|
-0.5%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$42M
|
-$8.81M
|
-391,246
|
-18%
|
|
|
5
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$40.2M
|
+$18.9M
|
+838,968
|
+100%
|
|
|
6
|
|
$39.9M
|
+$5.41M
|
+240,226
|
+17%
|
|
|
7
|
Savant Capital
Rockford,
Illinois
|
$27.7M
|
+$1.94M
|
+86,086
|
+8%
|
|
|
8
|
People's United Financial
Bridgeport,
Connecticut
|
$27.1M
|
-$789K
|
-35,041
|
-3%
|
|
|
9
|
Cahaba Wealth Management
Atlanta,
Georgia
|
$24.6M
|
+$1.58M
|
+70,132
|
+7%
|
|
|
10
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$21.9M
|
+$491K
|
+21,800
|
+2%
|
|
|
11
|
Mitsubishi UFJ Asset Management
Tokyo,
Japan
|
$21.4M
|
-$3.59M
|
-159,261
|
-15%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$16.4M
|
-$358K
|
-15,910
|
-2%
|
|
|
13
|
|
$15.2M
|
-$5.43M
|
-241,056
|
-28%
|
|
|
14
|
|
$15.1M
|
+$1.86M
|
+82,434
|
+15%
|
|
|
15
|
|
$13.9M
|
–
|
–
|
–
|
|
|
16
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$13.3M
|
-$6.07M
|
-269,657
|
-33%
|
|
|
17
|
Klaas Financial Asset Advisors
Loves Park,
Illinois
|
$11.7M
|
+$11M
|
+489,430
|
New
|
|
|
18
|
Bank of America
Charlotte,
North Carolina
|
$9.86M
|
-$2.32M
|
-103,198
|
-20%
|
|
|
19
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$8.87M
|
+$595K
|
+26,397
|
+8%
|
|
|
20
|
SimplyRich
Carlsbad,
California
|
$8.66M
|
+$156K
|
+6,935
|
+2%
|
|
|
21
|
Asset Management One
Tokyo,
Japan
|
$8.47M
|
–
|
–
|
–
|
|
|
22
|
|
$7.81M
|
-$1.79M
|
-79,350
|
-20%
|
|
|
23
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$7.78M
|
-$553K
|
-24,532
|
-7%
|
|
|
24
|
Sumitomo Mitsui DS Asset Management
Tokyo,
Japan
|
$7.52M
|
-$1.16M
|
-51,441
|
-14%
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$7.47M
|
+$3.65K
|
+162
|
+0.1%
|
|
