|
1
|
Jones Financial Companies
Des Peres,
Missouri
|
$289M
|
+$15.4M
|
+282,883
|
+6%
|
|
|
2
|
State Street
Boston,
Massachusetts
|
$179M
|
-$1.53M
|
-28,080
|
-0.9%
|
|
|
3
|
|
$151M
|
+$5.29M
|
+97,215
|
+4%
|
|
|
4
|
Bank of New York Mellon
New York
|
$85.9M
|
+$4.79M
|
+88,029
|
+6%
|
|
|
5
|
HSBC Holdings
London,
United Kingdom
|
$41.9M
|
-$2.19M
|
-40,308
|
-5%
|
|
|
6
|
|
$30.3M
|
+$3.04M
|
+55,858
|
+12%
|
|
|
7
|
Tradewinds Capital Management
Bellingham,
Washington
|
$27.9M
|
+$46.8K
|
+860
|
+0.2%
|
|
|
8
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$25.8M
|
+$8.35M
|
+153,518
|
+51%
|
|
|
9
|
Huntington National Bank
Columbus,
Ohio
|
$25.4M
|
–
|
–
|
–
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$23.2M
|
+$212K
|
+3,894
|
+1%
|
|
|
11
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$20.3M
|
+$17.7M
|
+325,339
|
+960%
|
|
|
12
|
People's United Financial
Bridgeport,
Connecticut
|
$19.8M
|
-$8.54M
|
-157,095
|
-31%
|
|
|
13
|
SVB Wealth
Boston,
Massachusetts
|
$17.7M
|
-$1.04M
|
-19,096
|
-6%
|
|
|
14
|
Modera Wealth Management
Westwood,
New Jersey
|
$17.6M
|
+$333K
|
+6,126
|
+2%
|
|
|
15
|
Sequoia Financial Advisors
Akron,
Ohio
|
$15.1M
|
+$4.03M
|
+74,116
|
+38%
|
|
|
16
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$14.2M
|
-$217K
|
-3,987
|
-2%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$12.9M
|
+$1.68M
|
+30,842
|
+16%
|
|
|
18
|
Raymond James & Associates
St Petersburg,
Florida
|
$12.7M
|
+$3.43K
|
+63
|
+0%
|
|
|
19
|
Brighton Jones LLC
Seattle,
Washington
|
$11.6M
|
+$1.02M
|
+18,687
|
+10%
|
|
|
20
|
Oppenheimer Asset Management
New York
|
$11M
|
+$3.25M
|
+59,768
|
+44%
|
|
|
21
|
Emerson Wealth
Bloomfield Hills,
Michigan
|
$9.59M
|
-$94.1K
|
-1,730
|
-1%
|
|
|
22
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$9.3M
|
-$250K
|
-4,605
|
-3%
|
|
|
23
|
Bank of America
Charlotte,
North Carolina
|
$8.47M
|
+$840K
|
+15,455
|
+11%
|
|
|
24
|
|
$8.28M
|
+$7.96M
|
+146,413
|
New
|
|
|
25
|
Cahaba Wealth Management
Atlanta,
Georgia
|
$7.81M
|
+$18.3K
|
+337
|
+0.2%
|
|
