|
1
|
Wells Fargo
San Francisco,
California
|
$772M
|
-$101M
|
-2,646,560
|
-12%
|
|
|
2
|
|
$177M
|
+$47.1K
|
+1,236
|
+0%
|
|
|
3
|
State Street
Boston,
Massachusetts
|
$116M
|
+$31.9M
|
+837,617
|
+39%
|
|
|
4
|
M&T Bank
Buffalo,
New York
|
$113M
|
-$679K
|
-17,802
|
-0.6%
|
|
|
5
|
MD Financial Management
Ottawa,
Ontario, Canada
|
$94.3M
|
+$12M
|
+314,750
|
+15%
|
|
|
6
|
Northern Trust
Chicago,
Illinois
|
$74.9M
|
+$2.46M
|
+64,421
|
+3%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$70.9M
|
+$16.5M
|
+431,965
|
+31%
|
|
|
8
|
US Bancorp
Minneapolis,
Minnesota
|
$37M
|
-$1.94M
|
-51,010
|
-5%
|
|
|
9
|
|
$34.1M
|
-$3.25M
|
-85,148
|
-9%
|
|
|
10
|
|
$34M
|
-$1.79M
|
-46,952
|
-5%
|
|
|
11
|
AssetMark Inc
Concord,
California
|
$19.4M
|
+$3.44M
|
+90,286
|
+22%
|
|
|
12
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$15.8M
|
-$2.91M
|
-76,440
|
-16%
|
|
|
13
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$14.8M
|
-$2.4M
|
-62,906
|
-14%
|
|
|
14
|
Aspiriant LLC
Los Angeles,
California
|
$10.9M
|
-$2.48M
|
-65,156
|
-19%
|
|
|
15
|
Global Financial Private Capital
Sarasota,
Florida
|
$10M
|
+$972K
|
+25,503
|
+11%
|
|
|
16
|
|
$9.09M
|
-$2.73M
|
-71,539
|
-24%
|
|
|
17
|
Fidelity Investments
Boston,
Massachusetts
|
$7.93M
|
+$6.18K
|
+162
|
+0.1%
|
|
|
18
|
Merriman Wealth Management
Seattle,
Washington
|
$7.45M
|
+$7.23M
|
+189,749
|
New
|
|
|
19
|
Gibson Capital
Wexford,
Pennsylvania
|
$6.43M
|
-$157K
|
-4,117
|
-2%
|
|
|
20
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$5.95M
|
+$139K
|
+3,634
|
+2%
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$5.76M
|
+$2.87M
|
+75,175
|
+105%
|
|
|
22
|
Congress Asset Management
Boston,
Massachusetts
|
$5.41M
|
-$66.6K
|
-1,747
|
-1%
|
|
|
23
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$5.4M
|
+$1.5M
|
+39,449
|
+40%
|
|
|
24
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$4.54M
|
+$1.05M
|
+27,417
|
+31%
|
|
|
25
|
FFT Wealth Management
Philadelphia,
Pennsylvania
|
$4.24M
|
–
|
–
|
–
|
|
