|
1
|
State Street
Boston,
Massachusetts
|
$238M
|
+$21.6M
|
+511,102
|
+10%
|
|
|
2
|
|
$120M
|
-$21.9M
|
-517,390
|
-16%
|
|
|
3
|
Bank of New York Mellon
New York
|
$65.5M
|
+$869K
|
+20,574
|
+1%
|
|
|
4
|
Huntington National Bank
Columbus,
Ohio
|
$53.1M
|
–
|
–
|
–
|
|
|
5
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$38.1M
|
-$1.5M
|
-35,539
|
-4%
|
|
|
6
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$26.6M
|
+$12.3M
|
+291,842
|
+89%
|
|
|
7
|
|
$20.3M
|
-$286K
|
-6,782
|
-1%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$20.1M
|
-$1.01M
|
-23,891
|
-5%
|
|
|
9
|
HSBC Holdings
London,
United Kingdom
|
$16.2M
|
-$419K
|
-9,913
|
-3%
|
|
|
10
|
Mariner
Overland Park,
Kansas
|
$13.6M
|
-$758K
|
-17,956
|
-5%
|
|
|
11
|
Raymond James & Associates
St Petersburg,
Florida
|
$13.2M
|
+$3.69M
|
+87,408
|
+40%
|
|
|
12
|
|
$12.5M
|
+$1.82M
|
+43,047
|
+17%
|
|
|
13
|
Brighton Jones LLC
Seattle,
Washington
|
$12.4M
|
+$310K
|
+7,337
|
+3%
|
|
|
14
|
|
$10.3M
|
-$340K
|
-8,048
|
-3%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$9.89M
|
+$886K
|
+20,976
|
+10%
|
|
|
16
|
Modera Wealth Management
Westwood,
New Jersey
|
$9.85M
|
-$1.16M
|
-27,504
|
-11%
|
|
|
17
|
One Capital Management
Westlake Village,
California
|
$9.56M
|
-$567K
|
-13,421
|
-6%
|
|
|
18
|
Hills Bank & Trust
North Liberty,
Iowa
|
$8.69M
|
+$606K
|
+14,348
|
+8%
|
|
|
19
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$8.63M
|
-$850K
|
-20,117
|
-9%
|
|
|
20
|
FSM Wealth Advisors
Cleveland,
Ohio
|
$7.23M
|
+$1.44M
|
+34,071
|
+25%
|
|
|
21
|
Avidian Wealth Enterprises
Houston,
Texas
|
$5.97M
|
+$60.2K
|
+1,425
|
+1%
|
|
|
22
|
Jones Financial Companies
Des Peres,
Missouri
|
$5.85M
|
-$235K
|
-5,557
|
-4%
|
|
|
23
|
Old Mission Capital
Chicago,
Illinois
|
$5.52M
|
+$3.54M
|
+83,798
|
+186%
|
|
|
24
|
Bank of America
Charlotte,
North Carolina
|
$5.31M
|
-$743K
|
-17,593
|
-12%
|
|
|
25
|
XML Financial
Bethesda,
Maryland
|
$4.96M
|
+$430K
|
+10,169
|
+10%
|
|
