|
1
|
Wells Fargo
San Francisco,
California
|
$705M
|
-$56.4M
|
-1,454,240
|
-7%
|
|
|
2
|
|
$160M
|
-$14M
|
-361,508
|
-8%
|
|
|
3
|
State Street
Boston,
Massachusetts
|
$117M
|
+$2.63M
|
+67,857
|
+2%
|
|
|
4
|
M&T Bank
Buffalo,
New York
|
$113M
|
+$1.81M
|
+46,699
|
+2%
|
|
|
5
|
MD Financial Management
Ottawa,
Ontario, Canada
|
$88.4M
|
-$4.65M
|
-119,808
|
-5%
|
|
|
6
|
Northern Trust
Chicago,
Illinois
|
$72.1M
|
-$1.76M
|
-45,402
|
-2%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$63.4M
|
-$6.57M
|
-169,379
|
-9%
|
|
|
8
|
|
$36.2M
|
+$2.55M
|
+65,750
|
+8%
|
|
|
9
|
|
$33.4M
|
-$98.3K
|
-2,532
|
-0.3%
|
|
|
10
|
US Bancorp
Minneapolis,
Minnesota
|
$26M
|
-$10.6M
|
-272,297
|
-29%
|
|
|
11
|
Mercer Global Advisors
Denver,
Colorado
|
$19M
|
+$19M
|
+490,016
|
New
|
|
|
12
|
AssetMark Inc
Concord,
California
|
$18.5M
|
-$623K
|
-16,059
|
-3%
|
|
|
13
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$15.1M
|
-$465K
|
-11,973
|
-3%
|
|
|
14
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$14.1M
|
-$560K
|
-14,438
|
-4%
|
|
|
15
|
Aspiriant LLC
Los Angeles,
California
|
$10.7M
|
-$45.8K
|
-1,179
|
-0.4%
|
|
|
16
|
Global Financial Private Capital
Sarasota,
Florida
|
$9.2M
|
-$690K
|
-17,773
|
-7%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$8.1M
|
+$2.41M
|
+62,170
|
+42%
|
|
|
18
|
Fidelity Investments
Boston,
Massachusetts
|
$7.85M
|
+$25.8K
|
+664
|
+0.3%
|
|
|
19
|
Merriman Wealth Management
Seattle,
Washington
|
$6.49M
|
-$884K
|
-22,785
|
-12%
|
|
|
20
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$6.24M
|
+$289K
|
+7,458
|
+5%
|
|
|
21
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$5.81M
|
+$484K
|
+12,480
|
+9%
|
|
|
22
|
Congress Asset Management
Boston,
Massachusetts
|
$5.15M
|
-$189K
|
-4,878
|
-4%
|
|
|
23
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$4.26M
|
-$225K
|
-5,792
|
-5%
|
|
|
24
|
FFT Wealth Management
Philadelphia,
Pennsylvania
|
$4.19M
|
–
|
–
|
–
|
|
|
25
|
Savant Capital
Rockford,
Illinois
|
$4.06M
|
+$4.06M
|
+104,697
|
New
|
|
