|
1
|
Wells Fargo
San Francisco,
California
|
$1.91B
|
+$48M
|
+1,103,610
|
+3%
|
|
|
2
|
|
$384M
|
+$35.6M
|
+818,683
|
+10%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$272M
|
+$728K
|
+16,739
|
+0.3%
|
|
|
4
|
State Street
Boston,
Massachusetts
|
$160M
|
-$3.35M
|
-76,904
|
-2%
|
|
|
5
|
Valmark Advisers
Akron,
Ohio
|
$130M
|
-$2.3M
|
-52,934
|
-2%
|
|
|
6
|
Northern Trust
Chicago,
Illinois
|
$119M
|
+$2.22M
|
+51,036
|
+2%
|
|
|
7
|
|
$96.5M
|
+$13.9M
|
+318,421
|
+17%
|
|
|
8
|
US Bancorp
Minneapolis,
Minnesota
|
$88.8M
|
-$46.2M
|
-1,061,668
|
-34%
|
|
|
9
|
Aspiriant LLC
Los Angeles,
California
|
$78.8M
|
+$1.88M
|
+43,133
|
+2%
|
|
|
10
|
Fidelity Investments
Boston,
Massachusetts
|
$66.2M
|
-$957
|
-22
|
-0%
|
|
|
11
|
|
$58.8M
|
+$759K
|
+17,439
|
+1%
|
|
|
12
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$44.9M
|
-$2.15M
|
-49,450
|
-5%
|
|
|
13
|
M&T Bank
Buffalo,
New York
|
$32.3M
|
+$2.26M
|
+51,920
|
+7%
|
|
|
14
|
BOK Financial Private Wealth
Denver,
Colorado
|
$31.8M
|
-$597K
|
-13,716
|
-2%
|
|
|
15
|
Manchester Capital Management
Manchester,
Vermont
|
$29.8M
|
-$9.35M
|
-214,998
|
-24%
|
|
|
16
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$27.2M
|
+$735K
|
+16,901
|
+3%
|
|
|
17
|
Credit Suisse
Zurich,
Switzerland
|
$25.9M
|
+$150K
|
+3,445
|
+0.6%
|
|
|
18
|
AssetMark Inc
Concord,
California
|
$18.5M
|
+$649K
|
+14,924
|
+4%
|
|
|
19
|
Alesco Advisors
Pittsford,
New York
|
$17.1M
|
+$430K
|
+9,891
|
+3%
|
|
|
20
|
|
$17.1M
|
–
|
–
|
–
|
|
|
21
|
Gibson Capital
Wexford,
Pennsylvania
|
$15.4M
|
-$600K
|
-13,795
|
-4%
|
|
|
22
|
HSBC Holdings
London,
United Kingdom
|
$14.6M
|
-$855K
|
-19,650
|
-5%
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$12.9M
|
+$1.53M
|
+35,203
|
+13%
|
|
|
24
|
Connable Office Inc
Kalamazoo,
Michigan
|
$12.8M
|
-$1.4M
|
-32,184
|
-10%
|
|
|
25
|
TD Ameritrade Trust
Denver,
Colorado
|
$11M
|
+$387K
|
+8,905
|
+4%
|
|
