|
1
|
Wells Fargo
San Francisco,
California
|
$249M
|
+$11.5M
|
+289,070
|
+5%
|
|
|
2
|
US Bancorp
Minneapolis,
Minnesota
|
$120M
|
+$5.77M
|
+144,877
|
+5%
|
|
|
3
|
|
$62.6M
|
-$6.42M
|
-161,296
|
-9%
|
|
|
4
|
|
$49M
|
-$286K
|
-7,192
|
-0.6%
|
|
|
5
|
Wealthfront
Palo Alto,
California
|
$45.8M
|
+$12.6M
|
+317,498
|
+37%
|
|
|
6
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$33.3M
|
+$1.22M
|
+30,618
|
+4%
|
|
|
7
|
Commerce Bank
Kansas City,
Missouri
|
$23.3M
|
-$439K
|
-11,025
|
-2%
|
|
|
8
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$19.2M
|
-$9.86M
|
-247,607
|
-34%
|
|
|
9
|
Legacy Private Trust
Neenah,
Wisconsin
|
$19M
|
-$9.23M
|
-231,708
|
-32%
|
|
|
10
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$16.6M
|
+$7.37M
|
+185,186
|
+78%
|
|
|
11
|
Natixis Advisors
Boston,
Massachusetts
|
$14.1M
|
-$7.79M
|
-195,587
|
-35%
|
|
|
12
|
Badgley, Phelps & Bell
Seattle,
Washington
|
$12.9M
|
-$176K
|
-4,409
|
-1%
|
|
|
13
|
Emery Howard Portfolio Management
Burlingame,
California
|
$12.6M
|
+$795K
|
+19,960
|
+7%
|
|
|
14
|
Makena Capital Management
Menlo Park,
California
|
$12.3M
|
+$995K
|
+25,000
|
+9%
|
|
|
15
|
Atria Investments
Charlotte,
North Carolina
|
$11.2M
|
+$5.65M
|
+141,780
|
+100%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.8M
|
-$1.92M
|
-48,164
|
-15%
|
|
|
17
|
Miles Capital
West Des Moines,
Iowa
|
$10.2M
|
-$316K
|
-7,945
|
-3%
|
|
|
18
|
Bangor Savings Bank
Bangor,
Maine
|
$10.1M
|
+$85.8K
|
+2,156
|
+0.8%
|
|
|
19
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$8.96M
|
+$6.09M
|
+152,871
|
+205%
|
|
|
20
|
Credit Suisse
Zurich,
Switzerland
|
$8.8M
|
+$3.8M
|
+95,367
|
+75%
|
|
|
21
|
McCutchen Group
Seattle,
Washington
|
$8.51M
|
+$464K
|
+11,644
|
+6%
|
|
|
22
|
FDx Advisors
Chicago,
Illinois
|
$8.09M
|
+$1.48M
|
+37,118
|
+22%
|
|
|
23
|
Northern Trust
Chicago,
Illinois
|
$7.75M
|
+$3.04M
|
+76,377
|
+64%
|
|
|
24
|
Bank of America
Charlotte,
North Carolina
|
$7.64M
|
+$970K
|
+24,358
|
+14%
|
|
|
25
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$7.08M
|
-$1.92M
|
-48,160
|
-21%
|
|
