|
1
|
Jones Financial Companies
Des Peres,
Missouri
|
$252M
|
+$14M
|
+262,890
|
+6%
|
|
|
2
|
State Street
Boston,
Massachusetts
|
$163M
|
+$8.02M
|
+150,407
|
+5%
|
|
|
3
|
|
$131M
|
+$9.49M
|
+178,007
|
+7%
|
|
|
4
|
Bank of New York Mellon
New York
|
$73.1M
|
+$5.01M
|
+93,959
|
+7%
|
|
|
5
|
HSBC Holdings
London,
United Kingdom
|
$39.9M
|
-$1.71M
|
-31,989
|
-4%
|
|
|
6
|
People's United Financial
Bridgeport,
Connecticut
|
$25.9M
|
-$1.11M
|
-20,810
|
-4%
|
|
|
7
|
Tradewinds Capital Management
Bellingham,
Washington
|
$25.1M
|
+$26.2M
|
+491,876
|
New
|
|
|
8
|
|
$24.5M
|
+$1.22M
|
+22,903
|
+5%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$20.7M
|
+$714K
|
+13,389
|
+3%
|
|
|
10
|
SVB Wealth
Boston,
Massachusetts
|
$17M
|
+$1.41M
|
+26,496
|
+9%
|
|
|
11
|
Modera Wealth Management
Westwood,
New Jersey
|
$15.6M
|
-$184K
|
-3,446
|
-1%
|
|
|
12
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$15.4M
|
-$162K
|
-3,030
|
-1%
|
|
|
13
|
Huntington National Bank
Columbus,
Ohio
|
$14.8M
|
–
|
–
|
–
|
|
|
14
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$13M
|
-$326K
|
-6,119
|
-2%
|
|
|
15
|
Raymond James & Associates
St Petersburg,
Florida
|
$11.5M
|
-$173K
|
-3,243
|
-1%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$10.1M
|
+$440K
|
+8,247
|
+4%
|
|
|
17
|
Sequoia Financial Advisors
Akron,
Ohio
|
$9.84M
|
-$7.08M
|
-132,649
|
-41%
|
|
|
18
|
Brighton Jones LLC
Seattle,
Washington
|
$9.5M
|
+$188K
|
+3,531
|
+2%
|
|
|
19
|
Emerson Wealth
Bloomfield Hills,
Michigan
|
$8.75M
|
-$128K
|
-2,402
|
-1%
|
|
|
20
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$8.63M
|
-$525K
|
-9,838
|
-5%
|
|
|
21
|
Cahaba Wealth Management
Atlanta,
Georgia
|
$7.03M
|
+$150K
|
+2,806
|
+2%
|
|
|
22
|
Oppenheimer Asset Management
New York
|
$6.87M
|
+$235K
|
+4,397
|
+3%
|
|
|
23
|
Bank of America
Charlotte,
North Carolina
|
$6.87M
|
-$281K
|
-5,271
|
-4%
|
|
|
24
|
Banque Cantonale Vaudoise
Lausanne,
Switzerland
|
$5.33M
|
–
|
–
|
–
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.32M
|
+$891K
|
+16,713
|
+19%
|
|
