|
1
|
Jones Financial Companies
Des Peres,
Missouri
|
$148M
|
+$2.37M
|
+59,229
|
+2%
|
|
|
2
|
State Street
Boston,
Massachusetts
|
$108M
|
+$3.84M
|
+96,024
|
+4%
|
|
|
3
|
|
$101M
|
-$8.15M
|
-203,779
|
-7%
|
|
|
4
|
Sequoia Financial Advisors
Akron,
Ohio
|
$64.2M
|
-$3.08M
|
-77,091
|
-5%
|
|
|
5
|
HSBC Holdings
London,
United Kingdom
|
$63.8M
|
-$3.47M
|
-86,762
|
-5%
|
|
|
6
|
Bank of New York Mellon
New York
|
$46.1M
|
+$22.2M
|
+556,168
|
+91%
|
|
|
7
|
People's United Financial
Bridgeport,
Connecticut
|
$33.5M
|
-$564K
|
-14,100
|
-2%
|
|
|
8
|
|
$21.9M
|
-$4.11M
|
-102,683
|
-16%
|
|
|
9
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$19.7M
|
-$3.32M
|
-83,066
|
-14%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$15.3M
|
-$1.67M
|
-41,752
|
-10%
|
|
|
11
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$13.1M
|
+$1.07M
|
+26,731
|
+9%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$12.4M
|
+$2.44M
|
+61,110
|
+24%
|
|
|
13
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$12M
|
-$13.1M
|
-328,235
|
-52%
|
|
|
14
|
Modera Wealth Management
Westwood,
New Jersey
|
$11.8M
|
+$942K
|
+23,552
|
+9%
|
|
|
15
|
SVB Wealth
Boston,
Massachusetts
|
$11.3M
|
+$179K
|
+4,469
|
+2%
|
|
|
16
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$10.2M
|
-$239K
|
-5,969
|
-2%
|
|
|
17
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$8.49M
|
+$16.2K
|
+404
|
+0.2%
|
|
|
18
|
Raymond James & Associates
St Petersburg,
Florida
|
$8.28M
|
+$300K
|
+7,507
|
+4%
|
|
|
19
|
Huntington National Bank
Columbus,
Ohio
|
$7.66M
|
–
|
–
|
–
|
|
|
20
|
Emerson Wealth
Bloomfield Hills,
Michigan
|
$7.66M
|
-$971K
|
-24,272
|
-11%
|
|
|
21
|
Brighton Jones LLC
Seattle,
Washington
|
$6.45M
|
+$628K
|
+15,706
|
+11%
|
|
|
22
|
FC Advisory
West Chester,
Pennsylvania
|
$6.03M
|
+$124K
|
+3,099
|
+2%
|
|
|
23
|
Bank of America
Charlotte,
North Carolina
|
$5.68M
|
-$940K
|
-23,499
|
-14%
|
|
|
24
|
Oppenheimer Asset Management
New York
|
$5.01M
|
-$267K
|
-6,667
|
-5%
|
|
|
25
|
Cahaba Wealth Management
Atlanta,
Georgia
|
$4.91M
|
+$1.26M
|
+31,530
|
+34%
|
|
