|
1
|
State Street
Boston,
Massachusetts
|
$169M
|
+$13.7M
|
+305,952
|
+8%
|
|
|
2
|
|
$118M
|
+$16.6M
|
+371,027
|
+14%
|
|
|
3
|
Bank of New York Mellon
New York
|
$69.5M
|
+$8.77M
|
+195,901
|
+12%
|
|
|
4
|
Huntington National Bank
Columbus,
Ohio
|
$27.9M
|
–
|
–
|
–
|
|
|
5
|
HSBC Holdings
London,
United Kingdom
|
$25.7M
|
-$1.74M
|
-38,776
|
-6%
|
|
|
6
|
|
$20.2M
|
-$3.66M
|
-81,739
|
-14%
|
|
|
7
|
Modera Wealth Management
Westwood,
New Jersey
|
$16.2M
|
+$2.1M
|
+46,972
|
+13%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$16.1M
|
+$63K
|
+1,408
|
+0.3%
|
|
|
9
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$15.9M
|
-$15.4M
|
-343,494
|
-90%
|
|
|
10
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$13M
|
-$766K
|
-17,112
|
-5%
|
|
|
11
|
Mariner
Overland Park,
Kansas
|
$12.7M
|
+$3.99M
|
+89,097
|
+37%
|
|
|
12
|
Raymond James & Associates
St Petersburg,
Florida
|
$10.2M
|
+$1.1M
|
+24,501
|
+10%
|
|
|
13
|
M&T Bank
Buffalo,
New York
|
$9.36M
|
-$1.65M
|
-36,912
|
-13%
|
|
|
14
|
Brighton Jones LLC
Seattle,
Washington
|
$8.53M
|
+$735K
|
+16,408
|
+8%
|
|
|
15
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$8.52M
|
-$471K
|
-10,520
|
-5%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$7.87M
|
-$57.8K
|
-1,291
|
-0.6%
|
|
|
17
|
Oppenheimer Asset Management
New York
|
$7.46M
|
+$1.93K
|
+43
|
+0%
|
|
|
18
|
|
$7.25M
|
-$1.09M
|
-24,316
|
-11%
|
|
|
19
|
Jones Financial Companies
Des Peres,
Missouri
|
$6.72M
|
-$535K
|
-11,939
|
-6%
|
|
|
20
|
Hills Bank & Trust
North Liberty,
Iowa
|
$6.32M
|
+$1.17M
|
+26,168
|
+19%
|
|
|
21
|
Sequoia Financial Advisors
Akron,
Ohio
|
$6.05M
|
-$1.12M
|
-24,978
|
-14%
|
|
|
22
|
SVB Wealth
Boston,
Massachusetts
|
$6.04M
|
-$1.27M
|
-28,295
|
-15%
|
|
|
23
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$5.35M
|
-$247K
|
-5,517
|
-4%
|
|
|
24
|
Bank of America
Charlotte,
North Carolina
|
$5.11M
|
-$63K
|
-1,406
|
-1%
|
|
|
25
|
William Blair & Company
Chicago,
Illinois
|
$4.38M
|
+$353K
|
+7,879
|
+7%
|
|
