|
1
|
|
$176M
|
+$2.47M
|
+104,695
|
+1%
|
|
|
2
|
|
$140M
|
+$22.3M
|
+944,278
|
+18%
|
|
|
3
|
HSBC Holdings
London,
United Kingdom
|
$96.3M
|
–
|
–
|
–
|
|
|
4
|
M&T Bank
Buffalo,
New York
|
$95.6M
|
+$4.18M
|
+176,992
|
+4%
|
|
|
5
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$62.8M
|
+$499K
|
+21,122
|
+0.8%
|
|
|
6
|
Savant Capital
Rockford,
Illinois
|
$60.3M
|
+$1.49M
|
+63,131
|
+2%
|
|
|
7
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$39.3M
|
+$733K
|
+31,078
|
+2%
|
|
|
8
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$31.6M
|
-$98.3K
|
-4,167
|
-0.3%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$30.2M
|
-$12.3K
|
-523
|
-0%
|
|
|
10
|
One Capital Management
Westlake Village,
California
|
$28.9M
|
+$4.73M
|
+200,253
|
+19%
|
|
|
11
|
HighTower Advisors
Chicago,
Illinois
|
$26M
|
+$3.56M
|
+150,698
|
+15%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$25.3M
|
-$2.75M
|
-116,353
|
-10%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$24M
|
+$9.19M
|
+389,351
|
+59%
|
|
|
14
|
Modera Wealth Management
Westwood,
New Jersey
|
$23.7M
|
+$263K
|
+11,129
|
+1%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$22.7M
|
+$3.72M
|
+157,711
|
+19%
|
|
|
16
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$20.5M
|
-$1.53M
|
-64,729
|
-7%
|
|
|
17
|
SVB Wealth
Boston,
Massachusetts
|
$18.8M
|
-$5.28M
|
-223,715
|
-21%
|
|
|
18
|
PDS Planning
Dublin,
Ohio
|
$18.1M
|
+$1.51M
|
+64,057
|
+9%
|
|
|
19
|
Sumitomo Mitsui DS Asset Management
Tokyo,
Japan
|
$18M
|
+$3.24M
|
+137,070
|
+21%
|
|
|
20
|
|
$17.6M
|
+$1.62M
|
+68,547
|
+10%
|
|
|
21
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$15.1M
|
+$8.22M
|
+348,304
|
+112%
|
|
|
22
|
SageView Advisory Group
Newport Beach,
California
|
$14.7M
|
+$5.21M
|
+220,749
|
+53%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$14.4M
|
-$4.07M
|
-172,471
|
-22%
|
|
|
24
|
BIP Wealth
Atlanta,
Georgia
|
$14.2M
|
+$14.6M
|
+618,633
|
New
|
|
|
25
|
Klaas Financial Asset Advisors
Loves Park,
Illinois
|
$14.1M
|
+$463K
|
+19,634
|
+3%
|
|
