|
1
|
Wells Fargo
San Francisco,
California
|
$587M
|
-$50.3M
|
-1,248,867
|
-8%
|
|
|
2
|
|
$138M
|
-$14.8M
|
-367,638
|
-9%
|
|
|
3
|
State Street
Boston,
Massachusetts
|
$128M
|
+$964K
|
+23,947
|
+0.7%
|
|
|
4
|
MD Financial Management
Ottawa,
Ontario, Canada
|
$89.2M
|
+$20M
|
+497,586
|
+28%
|
|
|
5
|
Northern Trust
Chicago,
Illinois
|
$77.5M
|
+$5.45M
|
+135,330
|
+7%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$65M
|
-$2.12M
|
-52,668
|
-3%
|
|
|
7
|
|
$44M
|
+$8.05M
|
+200,000
|
+21%
|
|
|
8
|
|
$33.4M
|
-$7.05M
|
-175,216
|
-17%
|
|
|
9
|
US Bancorp
Minneapolis,
Minnesota
|
$19.1M
|
-$1.91M
|
-47,404
|
-9%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$18.3M
|
+$16.1M
|
+400,153
|
+558%
|
|
|
11
|
AssetMark Inc
Concord,
California
|
$17.5M
|
-$889K
|
-22,085
|
-5%
|
|
|
12
|
Mercer Global Advisors
Denver,
Colorado
|
$16M
|
-$2.03M
|
-50,474
|
-11%
|
|
|
13
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$11.9M
|
-$910K
|
-22,623
|
-7%
|
|
|
14
|
|
$11M
|
+$6.33M
|
+157,280
|
+125%
|
|
|
15
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$10.8M
|
-$1.04M
|
-25,727
|
-8%
|
|
|
16
|
Fidelity Investments
Boston,
Massachusetts
|
$7.83M
|
+$402
|
+10
|
+0%
|
|
|
17
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$7.5M
|
+$6.69M
|
+166,153
|
+610%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$6.89M
|
+$381K
|
+9,479
|
+6%
|
|
|
19
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$6.37M
|
+$173K
|
+4,308
|
+3%
|
|
|
20
|
Merriman Wealth Management
Seattle,
Washington
|
$5.92M
|
-$108K
|
-2,686
|
-2%
|
|
|
21
|
Global Financial Private Capital
Sarasota,
Florida
|
$5.75M
|
-$363K
|
-9,027
|
-6%
|
|
|
22
|
One Capital Management
Westlake Village,
California
|
$5.54M
|
+$632K
|
+15,702
|
+12%
|
|
|
23
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$5.46M
|
+$75.1K
|
+1,865
|
+1%
|
|
|
24
|
Congress Asset Management
Boston,
Massachusetts
|
$4.78M
|
-$224K
|
-5,573
|
-4%
|
|
|
25
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$4.74M
|
-$985K
|
-24,467
|
-17%
|
|
