|
1
|
Wells Fargo
San Francisco,
California
|
$647M
|
-$70.8M
|
-1,821,443
|
-10%
|
|
|
2
|
|
$155M
|
-$8.08M
|
-207,808
|
-5%
|
|
|
3
|
State Street
Boston,
Massachusetts
|
$129M
|
+$9.36M
|
+240,647
|
+8%
|
|
|
4
|
M&T Bank
Buffalo,
New York
|
$117M
|
+$1.3M
|
+33,446
|
+1%
|
|
|
5
|
Northern Trust
Chicago,
Illinois
|
$73.6M
|
+$61.3K
|
+1,576
|
+0.1%
|
|
|
6
|
MD Financial Management
Ottawa,
Ontario, Canada
|
$71.2M
|
-$18.7M
|
-480,409
|
-21%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$68.3M
|
+$3.54M
|
+91,020
|
+6%
|
|
|
8
|
|
$41M
|
+$6.8M
|
+174,861
|
+20%
|
|
|
9
|
|
$36.9M
|
–
|
–
|
–
|
|
|
10
|
US Bancorp
Minneapolis,
Minnesota
|
$21.4M
|
-$5.07M
|
-130,414
|
-19%
|
|
|
11
|
AssetMark Inc
Concord,
California
|
$18.7M
|
-$130K
|
-3,350
|
-0.7%
|
|
|
12
|
Mercer Global Advisors
Denver,
Colorado
|
$18.3M
|
-$1.05M
|
-26,963
|
-6%
|
|
|
13
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$13.1M
|
-$1.26M
|
-32,385
|
-9%
|
|
|
14
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$12M
|
-$3.4M
|
-87,331
|
-22%
|
|
|
15
|
Fidelity Investments
Boston,
Massachusetts
|
$7.97M
|
-$30.1K
|
-775
|
-0.4%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$6.64M
|
-$1.58M
|
-40,762
|
-20%
|
|
|
17
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$6.42M
|
+$12.6K
|
+323
|
+0.2%
|
|
|
18
|
Global Financial Private Capital
Sarasota,
Florida
|
$6.21M
|
-$3.11M
|
-80,114
|
-34%
|
|
|
19
|
Merriman Wealth Management
Seattle,
Washington
|
$6.14M
|
-$451K
|
-11,600
|
-7%
|
|
|
20
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$5.8M
|
-$122K
|
-3,130
|
-2%
|
|
|
21
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$5.49M
|
+$1.13M
|
+28,989
|
+26%
|
|
|
22
|
Congress Asset Management
Boston,
Massachusetts
|
$5.09M
|
-$158K
|
-4,070
|
-3%
|
|
|
23
|
One Capital Management
Westlake Village,
California
|
$5.02M
|
+$1.17M
|
+30,195
|
+31%
|
|
|
24
|
|
$4.99M
|
+$1.49M
|
+38,329
|
+44%
|
|
|
25
|
FFT Wealth Management
Philadelphia,
Pennsylvania
|
$4.27M
|
–
|
–
|
–
|
|
