|
1
|
Wells Fargo
San Francisco,
California
|
$1.46B
|
+$40.1M
|
+1,038,963
|
+3%
|
|
|
2
|
|
$350M
|
-$44M
|
-1,138,748
|
-11%
|
|
|
3
|
State Street
Boston,
Massachusetts
|
$137M
|
-$26.9M
|
-695,490
|
-16%
|
|
|
4
|
Northern Trust
Chicago,
Illinois
|
$105M
|
+$1.21M
|
+31,278
|
+1%
|
|
|
5
|
M&T Bank
Buffalo,
New York
|
$102M
|
+$3.77M
|
+97,546
|
+4%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$94M
|
-$16.8M
|
-433,694
|
-15%
|
|
|
7
|
AssetMark Inc
Concord,
California
|
$63.1M
|
+$9.08M
|
+234,970
|
+17%
|
|
|
8
|
|
$54.7M
|
+$2.63M
|
+68,051
|
+5%
|
|
|
9
|
Fidelity Investments
Boston,
Massachusetts
|
$51.7M
|
-$8.02M
|
-207,615
|
-13%
|
|
|
10
|
|
$50.3M
|
-$2.11M
|
-54,590
|
-4%
|
|
|
11
|
|
$46.3M
|
+$6.81M
|
+176,150
|
+17%
|
|
|
12
|
VOYA Investment Management
Atlanta,
Georgia
|
$39.6M
|
+$3.34M
|
+86,423
|
+9%
|
|
|
13
|
US Bancorp
Minneapolis,
Minnesota
|
$25.8M
|
-$951K
|
-24,618
|
-4%
|
|
|
14
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$23.6M
|
+$3.37M
|
+87,173
|
+16%
|
|
|
15
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$23.1M
|
+$264K
|
+6,833
|
+1%
|
|
|
16
|
Alesco Advisors
Pittsford,
New York
|
$21.5M
|
+$311K
|
+8,039
|
+1%
|
|
|
17
|
SG Americas Securities
New York
|
$21.1M
|
+$14M
|
+362,037
|
+188%
|
|
|
18
|
Credit Suisse
Zurich,
Switzerland
|
$20.8M
|
–
|
–
|
–
|
|
|
19
|
Aspiriant LLC
Los Angeles,
California
|
$19.5M
|
-$909K
|
-23,524
|
-4%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$12.6M
|
+$3.01M
|
+77,777
|
+31%
|
|
|
21
|
Connable Office Inc
Kalamazoo,
Michigan
|
$12.4M
|
-$98.7K
|
-2,555
|
-0.8%
|
|
|
22
|
Gibson Capital
Wexford,
Pennsylvania
|
$8.6M
|
-$1.68M
|
-43,496
|
-16%
|
|
|
23
|
Global Financial Private Capital
Sarasota,
Florida
|
$8.4M
|
+$657K
|
+16,990
|
+8%
|
|
|
24
|
BOK Financial Private Wealth
Denver,
Colorado
|
$7.85M
|
-$1.01M
|
-26,032
|
-11%
|
|
|
25
|
TD Ameritrade Trust
Denver,
Colorado
|
$5.96M
|
+$5.42M
|
+140,211
|
New
|
|
