|
1
|
State Street
Boston,
Massachusetts
|
$243M
|
+$12M
|
+290,877
|
+5%
|
|
|
2
|
|
$111M
|
-$5.12M
|
-124,333
|
-4%
|
|
|
3
|
Bank of New York Mellon
New York
|
$60.7M
|
-$2.81M
|
-68,277
|
-4%
|
|
|
4
|
Huntington National Bank
Columbus,
Ohio
|
$56.3M
|
–
|
–
|
–
|
|
|
5
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$35.5M
|
-$1.45M
|
-35,235
|
-4%
|
|
|
6
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$24.6M
|
-$1.23M
|
-29,735
|
-5%
|
|
|
7
|
|
$20.6M
|
+$824K
|
+20,001
|
+4%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$17.8M
|
-$1.66M
|
-40,303
|
-9%
|
|
|
9
|
HSBC Holdings
London,
United Kingdom
|
$15.3M
|
-$363K
|
-8,808
|
-2%
|
|
|
10
|
Mariner
Overland Park,
Kansas
|
$13.3M
|
+$94.5K
|
+2,294
|
+0.7%
|
|
|
11
|
Raymond James & Associates
St Petersburg,
Florida
|
$13.3M
|
+$518K
|
+12,566
|
+4%
|
|
|
12
|
|
$13.3M
|
+$1.17M
|
+28,293
|
+10%
|
|
|
13
|
Brighton Jones LLC
Seattle,
Washington
|
$12.2M
|
+$160K
|
+3,875
|
+1%
|
|
|
14
|
|
$10.3M
|
+$230K
|
+5,576
|
+2%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$9.73M
|
+$142K
|
+3,450
|
+1%
|
|
|
16
|
Modera Wealth Management
Westwood,
New Jersey
|
$9.15M
|
-$399K
|
-9,690
|
-4%
|
|
|
17
|
Hills Bank & Trust
North Liberty,
Iowa
|
$8.59M
|
+$159K
|
+3,857
|
+2%
|
|
|
18
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$8.23M
|
-$140K
|
-3,397
|
-2%
|
|
|
19
|
FSM Wealth Advisors
Cleveland,
Ohio
|
$8.07M
|
+$1.05M
|
+25,457
|
+15%
|
|
|
20
|
Jones Financial Companies
Des Peres,
Missouri
|
$5.68M
|
-$289
|
-7
|
-0%
|
|
|
21
|
Avidian Wealth Enterprises
Houston,
Texas
|
$5.61M
|
-$177K
|
-4,295
|
-3%
|
|
|
22
|
HighTower Advisors
Chicago,
Illinois
|
$5.57M
|
+$960K
|
+23,299
|
+21%
|
|
|
23
|
Bank of America
Charlotte,
North Carolina
|
$5.55M
|
+$401K
|
+9,718
|
+8%
|
|
|
24
|
One Capital Management
Westlake Village,
California
|
$5.35M
|
-$3.89M
|
-94,323
|
-42%
|
|
|
25
|
XML Financial
Bethesda,
Maryland
|
$4.96M
|
+$149K
|
+3,610
|
+3%
|
|
