|
1
|
Wells Fargo
San Francisco,
California
|
$1.67B
|
-$164M
|
-4,262,382
|
-10%
|
|
|
2
|
|
$487M
|
-$20.9M
|
-542,472
|
-4%
|
|
|
3
|
State Street
Boston,
Massachusetts
|
$198M
|
+$101M
|
+2,626,339
|
+122%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$198M
|
-$15.3M
|
-398,146
|
-8%
|
|
|
5
|
Northern Trust
Chicago,
Illinois
|
$135M
|
-$1.18M
|
-30,723
|
-0.9%
|
|
|
6
|
Valmark Advisers
Akron,
Ohio
|
$119M
|
-$3.84M
|
-99,545
|
-3%
|
|
|
7
|
Aspiriant LLC
Los Angeles,
California
|
$98.3M
|
+$685K
|
+17,790
|
+0.8%
|
|
|
8
|
|
$65M
|
-$8.04M
|
-208,639
|
-12%
|
|
|
9
|
Fidelity Investments
Boston,
Massachusetts
|
$63.4M
|
-$655
|
-17
|
-0%
|
|
|
10
|
AssetMark Inc
Concord,
California
|
$61.3M
|
+$12.6M
|
+326,902
|
+28%
|
|
|
11
|
M&T Bank
Buffalo,
New York
|
$56.3M
|
+$21.5M
|
+558,061
|
+70%
|
|
|
12
|
|
$48.1M
|
+$3.11M
|
+80,717
|
+7%
|
|
|
13
|
SignatureFD
Atlanta,
Georgia
|
$41.6M
|
+$5.89M
|
+152,977
|
+18%
|
|
|
14
|
US Bancorp
Minneapolis,
Minnesota
|
$38.9M
|
-$12.9M
|
-333,952
|
-26%
|
|
|
15
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$36.6M
|
-$3.11M
|
-80,684
|
-8%
|
|
|
16
|
BOK Financial Private Wealth
Denver,
Colorado
|
$30.6M
|
+$210K
|
+5,440
|
+0.7%
|
|
|
17
|
|
$25.5M
|
-$1.27M
|
-32,854
|
-5%
|
|
|
18
|
Credit Suisse
Zurich,
Switzerland
|
$22.6M
|
-$2.97M
|
-76,961
|
-12%
|
|
|
19
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$21.9M
|
-$3.89M
|
-100,900
|
-16%
|
|
|
20
|
VOYA Investment Management
Atlanta,
Georgia
|
$20.5M
|
-$672K
|
-17,438
|
-3%
|
|
|
21
|
Alesco Advisors
Pittsford,
New York
|
$18.9M
|
+$261K
|
+6,761
|
+2%
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$17.1M
|
+$4.65M
|
+120,616
|
+41%
|
|
|
23
|
Connable Office Inc
Kalamazoo,
Michigan
|
$13.1M
|
+$2.07M
|
+53,808
|
+21%
|
|
|
24
|
Gibson Capital
Wexford,
Pennsylvania
|
$11.7M
|
-$1.08M
|
-27,909
|
-9%
|
|
|
25
|
Emerson Investment Management
Boston,
Massachusetts
|
$9.03M
|
+$48.7K
|
+1,265
|
+0.6%
|
|
