|
1
|
State Street
Boston,
Massachusetts
|
$179M
|
+$33.7M
|
+686,555
|
+20%
|
|
|
2
|
|
$118M
|
-$4.72M
|
-96,286
|
-3%
|
|
|
3
|
Bank of New York Mellon
New York
|
$70.6M
|
+$2.54M
|
+51,823
|
+3%
|
|
|
4
|
HSBC Holdings
London,
United Kingdom
|
$31M
|
+$730K
|
+14,902
|
+2%
|
|
|
5
|
Huntington National Bank
Columbus,
Ohio
|
$27.4M
|
–
|
–
|
–
|
|
|
6
|
|
$26.7M
|
+$538K
|
+10,985
|
+2%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$18.3M
|
+$78.3K
|
+1,597
|
+0.4%
|
|
|
8
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$16.9M
|
+$1.5M
|
+30,515
|
+9%
|
|
|
9
|
Modera Wealth Management
Westwood,
New Jersey
|
$16.4M
|
+$3.26M
|
+66,583
|
+22%
|
|
|
10
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$15.6M
|
-$699K
|
-14,256
|
-4%
|
|
|
11
|
Mariner
Overland Park,
Kansas
|
$10.6M
|
+$7.78M
|
+158,657
|
+197%
|
|
|
12
|
Raymond James & Associates
St Petersburg,
Florida
|
$10.5M
|
+$105K
|
+2,151
|
+0.9%
|
|
|
13
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$10.2M
|
-$379K
|
-7,734
|
-3%
|
|
|
14
|
|
$9.35M
|
+$1.02M
|
+20,857
|
+11%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$9.03M
|
-$348K
|
-7,097
|
-3%
|
|
|
16
|
Brighton Jones LLC
Seattle,
Washington
|
$9.01M
|
+$487K
|
+9,939
|
+5%
|
|
|
17
|
Oppenheimer Asset Management
New York
|
$8.51M
|
+$8.77K
|
+179
|
+0.1%
|
|
|
18
|
Jones Financial Companies
Des Peres,
Missouri
|
$8.37M
|
-$112M
|
-2,275,672
|
-92%
|
|
|
19
|
SVB Wealth
Boston,
Massachusetts
|
$8.14M
|
-$2.42M
|
-49,301
|
-21%
|
|
|
20
|
Sequoia Financial Advisors
Akron,
Ohio
|
$8.01M
|
-$2.61M
|
-53,199
|
-23%
|
|
|
21
|
Emerson Wealth
Bloomfield Hills,
Michigan
|
$6.65M
|
+$122K
|
+2,492
|
+2%
|
|
|
22
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$6.34M
|
-$83.6K
|
-1,705
|
-1%
|
|
|
23
|
Hills Bank & Trust
North Liberty,
Iowa
|
$6.06M
|
+$1.67M
|
+34,072
|
+33%
|
|
|
24
|
Bank of America
Charlotte,
North Carolina
|
$5.89M
|
-$312K
|
-6,356
|
-5%
|
|
|
25
|
Prairiewood Capital
Fargo,
North Dakota
|
$4.86M
|
+$145K
|
+2,957
|
+3%
|
|
