|
1
|
State Street
Boston,
Massachusetts
|
$221M
|
-$20M
|
-506,760
|
-9%
|
|
|
2
|
|
$145M
|
-$10.1M
|
-255,973
|
-7%
|
|
|
3
|
Bank of New York Mellon
New York
|
$66M
|
+$3.87M
|
+97,944
|
+7%
|
|
|
4
|
Huntington National Bank
Columbus,
Ohio
|
$48M
|
–
|
–
|
–
|
|
|
5
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$40.5M
|
-$13.8M
|
-349,480
|
-27%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$21.6M
|
+$199K
|
+5,040
|
+1%
|
|
|
7
|
|
$21.1M
|
-$3.81M
|
-96,434
|
-17%
|
|
|
8
|
HSBC Holdings
London,
United Kingdom
|
$16.9M
|
-$4.45M
|
-112,605
|
-23%
|
|
|
9
|
Mariner
Overland Park,
Kansas
|
$14.7M
|
-$3.99M
|
-101,011
|
-23%
|
|
|
10
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$14.4M
|
+$12.3M
|
+311,239
|
+1,713%
|
|
|
11
|
Brighton Jones LLC
Seattle,
Washington
|
$12.4M
|
+$1.96M
|
+49,621
|
+21%
|
|
|
12
|
Modera Wealth Management
Westwood,
New Jersey
|
$11.3M
|
-$1.27M
|
-32,264
|
-11%
|
|
|
13
|
|
$10.9M
|
+$9.24M
|
+233,902
|
+1,494%
|
|
|
14
|
|
$10.8M
|
-$3.37M
|
-85,418
|
-26%
|
|
|
15
|
One Capital Management
Westlake Village,
California
|
$10.3M
|
+$5.19M
|
+131,343
|
+125%
|
|
|
16
|
|
$10.2M
|
+$9.19M
|
+232,754
|
New
|
|
|
17
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$9.69M
|
-$409K
|
-10,355
|
-4%
|
|
|
18
|
Raymond James & Associates
St Petersburg,
Florida
|
$9.61M
|
-$3.23M
|
-81,709
|
-27%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$9.18M
|
+$28.6K
|
+725
|
+0.3%
|
|
|
20
|
Hills Bank & Trust
North Liberty,
Iowa
|
$8.24M
|
+$112K
|
+2,845
|
+2%
|
|
|
21
|
M&T Bank
Buffalo,
New York
|
$6.89M
|
-$931K
|
-23,563
|
-13%
|
|
|
22
|
L.J. Altfest & Co
New York
|
$6.51M
|
+$4.46M
|
+113,026
|
+315%
|
|
|
23
|
Jones Financial Companies
Des Peres,
Missouri
|
$6.22M
|
-$82.2K
|
-2,081
|
-1%
|
|
|
24
|
Bank of America
Charlotte,
North Carolina
|
$6.18M
|
+$668K
|
+16,919
|
+14%
|
|
|
25
|
Avidian Wealth Enterprises
Houston,
Texas
|
$6.03M
|
-$267K
|
-6,767
|
-5%
|
|
