|
1
|
|
$204M
|
-$5.64M
|
-117,004
|
-3%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$178M
|
+$3.94M
|
+81,786
|
+2%
|
|
|
3
|
Jones Financial Companies
Des Peres,
Missouri
|
$129M
|
+$3.84M
|
+79,717
|
+3%
|
|
|
4
|
State Street
Boston,
Massachusetts
|
$129M
|
+$8.41M
|
+174,415
|
+7%
|
|
|
5
|
Sequoia Financial Advisors
Akron,
Ohio
|
$79.8M
|
+$11.3M
|
+234,439
|
+17%
|
|
|
6
|
HSBC Holdings
London,
United Kingdom
|
$68.8M
|
-$68.4M
|
-1,417,478
|
-51%
|
|
|
7
|
|
$41.8M
|
-$939K
|
-19,479
|
-2%
|
|
|
8
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$38.4M
|
-$557K
|
-11,557
|
-1%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$27.7M
|
+$2.85M
|
+59,011
|
+12%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$25.8M
|
-$12.5M
|
-258,895
|
-33%
|
|
|
11
|
Bank of New York Mellon
New York
|
$18.5M
|
+$3.06M
|
+63,354
|
+21%
|
|
|
12
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$14.8M
|
+$14.2M
|
+294,916
|
New
|
|
|
13
|
Tradewinds Capital Management
Bellingham,
Washington
|
$13.2M
|
+$12.7M
|
+263,177
|
New
|
|
|
14
|
St Louis Trust
Saint Louis,
Missouri
|
$12.9M
|
+$548K
|
+11,360
|
+5%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$12.6M
|
-$271K
|
-5,627
|
-2%
|
|
|
16
|
Sarasin & Partners
London,
United Kingdom
|
$12.4M
|
–
|
–
|
–
|
|
|
17
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$11.8M
|
+$924K
|
+19,159
|
+9%
|
|
|
18
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$11.8M
|
-$124K
|
-2,561
|
-1%
|
|
|
19
|
Cetera Advisor Networks
El Segundo,
California
|
$11.7M
|
+$1.9M
|
+39,401
|
+20%
|
|
|
20
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$9.79M
|
+$334K
|
+6,917
|
+4%
|
|
|
21
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$9M
|
-$712K
|
-14,763
|
-8%
|
|
|
22
|
Raymond James & Associates
St Petersburg,
Florida
|
$8.92M
|
-$529K
|
-10,973
|
-6%
|
|
|
23
|
Citadel Advisors
Miami,
Florida
|
$8.14M
|
+$7.84M
|
+162,625
|
New
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$7.81M
|
-$566K
|
-11,734
|
-7%
|
|
|
25
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$7.8M
|
-$3.99M
|
-82,683
|
-35%
|
|
