|
1
|
Wells Fargo
San Francisco,
California
|
$1.84B
|
+$58.7M
|
+1,439,555
|
+3%
|
|
|
2
|
|
$453M
|
+$41M
|
+1,005,451
|
+10%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$246M
|
-$13M
|
-318,068
|
-5%
|
|
|
4
|
Aspiriant LLC
Los Angeles,
California
|
$169M
|
+$31.4M
|
+769,797
|
+22%
|
|
|
5
|
Northern Trust
Chicago,
Illinois
|
$127M
|
+$10M
|
+245,898
|
+8%
|
|
|
6
|
Valmark Advisers
Akron,
Ohio
|
$123M
|
-$1.79M
|
-43,819
|
-1%
|
|
|
7
|
State Street
Boston,
Massachusetts
|
$106M
|
-$8.66M
|
-212,456
|
-7%
|
|
|
8
|
|
$82.2M
|
-$8.24M
|
-202,248
|
-9%
|
|
|
9
|
US Bancorp
Minneapolis,
Minnesota
|
$63M
|
-$7.98M
|
-195,807
|
-11%
|
|
|
10
|
Fidelity Investments
Boston,
Massachusetts
|
$60.2M
|
+$15.7K
|
+385
|
+0%
|
|
|
11
|
|
$56.1M
|
+$1.89M
|
+46,337
|
+3%
|
|
|
12
|
SignatureFD
Atlanta,
Georgia
|
$46.1M
|
+$8.44M
|
+207,017
|
+21%
|
|
|
13
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$41M
|
-$1.63M
|
-40,041
|
-4%
|
|
|
14
|
AssetMark Inc
Concord,
California
|
$39.7M
|
+$22.7M
|
+555,976
|
+123%
|
|
|
15
|
BOK Financial Private Wealth
Denver,
Colorado
|
$28.4M
|
-$1.12M
|
-27,452
|
-4%
|
|
|
16
|
M&T Bank
Buffalo,
New York
|
$26.9M
|
-$4.09M
|
-100,398
|
-13%
|
|
|
17
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$26M
|
+$926K
|
+22,726
|
+4%
|
|
|
18
|
Manchester Capital Management
Manchester,
Vermont
|
$25M
|
-$2.05M
|
-50,249
|
-7%
|
|
|
19
|
Credit Suisse
Zurich,
Switzerland
|
$24.2M
|
+$864K
|
+21,195
|
+4%
|
|
|
20
|
Alesco Advisors
Pittsford,
New York
|
$17.5M
|
+$1.55M
|
+38,070
|
+9%
|
|
|
21
|
|
$14.7M
|
-$139K
|
-3,400
|
-0.9%
|
|
|
22
|
HSBC Holdings
London,
United Kingdom
|
$14M
|
+$352K
|
+8,640
|
+2%
|
|
|
23
|
Gibson Capital
Wexford,
Pennsylvania
|
$13.1M
|
-$726K
|
-17,827
|
-5%
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
$11.9M
|
-$1.87M
|
-45,852
|
-13%
|
|
|
25
|
Connable Office Inc
Kalamazoo,
Michigan
|
$9.73M
|
-$724K
|
-17,768
|
-7%
|
|
