|
1
|
Wells Fargo
San Francisco,
California
|
$1.9B
|
+$52.3M
|
+1,192,136
|
+3%
|
|
|
2
|
|
$439M
|
+$71.4M
|
+1,626,020
|
+18%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$275M
|
+$12.8M
|
+290,836
|
+5%
|
|
|
4
|
Aspiriant LLC
Los Angeles,
California
|
$143M
|
+$70.7M
|
+1,609,184
|
+88%
|
|
|
5
|
Valmark Advisers
Akron,
Ohio
|
$129M
|
+$3.82M
|
+87,048
|
+3%
|
|
|
6
|
Northern Trust
Chicago,
Illinois
|
$125M
|
+$10.6M
|
+241,231
|
+9%
|
|
|
7
|
State Street
Boston,
Massachusetts
|
$121M
|
-$35.3M
|
-804,512
|
-22%
|
|
|
8
|
|
$95.9M
|
+$2.81M
|
+63,943
|
+3%
|
|
|
9
|
US Bancorp
Minneapolis,
Minnesota
|
$75.2M
|
-$11.2M
|
-254,401
|
-12%
|
|
|
10
|
Fidelity Investments
Boston,
Massachusetts
|
$64M
|
+$26.1K
|
+595
|
+0%
|
|
|
11
|
|
$57.7M
|
+$1.01M
|
+22,926
|
+2%
|
|
|
12
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$45.3M
|
+$2.04M
|
+46,454
|
+4%
|
|
|
13
|
SignatureFD
Atlanta,
Georgia
|
$40.4M
|
+$42.4M
|
+965,187
|
New
|
|
|
14
|
M&T Bank
Buffalo,
New York
|
$32.8M
|
+$1.62M
|
+36,786
|
+5%
|
|
|
15
|
BOK Financial Private Wealth
Denver,
Colorado
|
$31.4M
|
+$673K
|
+15,337
|
+2%
|
|
|
16
|
Manchester Capital Management
Manchester,
Vermont
|
$28.7M
|
-$98K
|
-2,233
|
-0.3%
|
|
|
17
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$26.7M
|
+$443K
|
+10,099
|
+2%
|
|
|
18
|
Credit Suisse
Zurich,
Switzerland
|
$24.8M
|
-$174K
|
-3,960
|
-0.7%
|
|
|
19
|
AssetMark Inc
Concord,
California
|
$18.9M
|
+$1.16M
|
+26,520
|
+6%
|
|
|
20
|
Alesco Advisors
Pittsford,
New York
|
$17M
|
+$465K
|
+10,599
|
+3%
|
|
|
21
|
|
$15.8M
|
-$775K
|
-17,654
|
-4%
|
|
|
22
|
Gibson Capital
Wexford,
Pennsylvania
|
$14.6M
|
-$222K
|
-5,067
|
-1%
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$14.6M
|
+$2.2M
|
+50,134
|
+17%
|
|
|
24
|
HSBC Holdings
London,
United Kingdom
|
$14.5M
|
+$405K
|
+9,220
|
+3%
|
|
|
25
|
Connable Office Inc
Kalamazoo,
Michigan
|
$11.1M
|
-$1.29M
|
-29,377
|
-10%
|
|
