|
1
|
State Street
Boston,
Massachusetts
|
$258M
|
-$18.8M
|
-415,700
|
-7%
|
|
|
2
|
Huntington National Bank
Columbus,
Ohio
|
$70.5M
|
–
|
–
|
–
|
|
|
3
|
Bank of New York Mellon
New York
|
$69M
|
-$478K
|
-10,591
|
-0.7%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$65.7M
|
+$56.4M
|
+1,249,290
|
+935%
|
|
|
5
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$40M
|
-$643K
|
-14,239
|
-2%
|
|
|
6
|
|
$36.6M
|
-$86M
|
-1,905,651
|
-71%
|
|
|
7
|
Tradewinds Capital Management
Bellingham,
Washington
|
$29.7M
|
+$28.2M
|
+625,815
|
New
|
|
|
8
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$28.4M
|
+$260K
|
+5,756
|
+1%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$25M
|
+$4.39M
|
+97,219
|
+23%
|
|
|
10
|
|
$23.7M
|
+$187K
|
+4,139
|
+0.8%
|
|
|
11
|
HSBC Holdings
London,
United Kingdom
|
$23.4M
|
+$5.62M
|
+124,496
|
+34%
|
|
|
12
|
|
$15.8M
|
+$613K
|
+13,587
|
+4%
|
|
|
13
|
Raymond James & Associates
St Petersburg,
Florida
|
$14.8M
|
-$375K
|
-8,320
|
-3%
|
|
|
14
|
Mariner
Overland Park,
Kansas
|
$14.7M
|
-$478K
|
-10,590
|
-3%
|
|
|
15
|
|
$12.4M
|
+$620K
|
+13,751
|
+6%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$10.3M
|
-$785K
|
-17,406
|
-7%
|
|
|
17
|
Brighton Jones LLC
Seattle,
Washington
|
$10.2M
|
-$3.58M
|
-79,435
|
-27%
|
|
|
18
|
Modera Wealth Management
Westwood,
New Jersey
|
$10M
|
-$419K
|
-9,290
|
-4%
|
|
|
19
|
Hills Bank & Trust
North Liberty,
Iowa
|
$9.72M
|
-$99.5K
|
-2,204
|
-1%
|
|
|
20
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$9.26M
|
-$158K
|
-3,503
|
-2%
|
|
|
21
|
|
$6.94M
|
+$4.4M
|
+97,534
|
+201%
|
|
|
22
|
Mercer Global Advisors
Denver,
Colorado
|
$6.53M
|
-$90.1K
|
-1,997
|
-1%
|
|
|
23
|
Avidian Wealth Enterprises
Houston,
Texas
|
$6.45M
|
+$26.9K
|
+596
|
+0.4%
|
|
|
24
|
Jones Financial Companies
Des Peres,
Missouri
|
$6.36M
|
-$127K
|
-2,818
|
-2%
|
|
|
25
|
XML Financial
Bethesda,
Maryland
|
$6.02M
|
+$319K
|
+7,064
|
+6%
|
|
