|
1
|
Northern Trust
Chicago,
Illinois
|
$555M
|
+$16.2M
|
+287,053
|
+3%
|
|
|
2
|
Charles Schwab
San Francisco,
California
|
$325M
|
+$47.6M
|
+845,414
|
+17%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$238M
|
-$12.6M
|
-224,404
|
-5%
|
|
|
4
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$172M
|
-$334K
|
-5,937
|
-0.2%
|
|
|
5
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$144M
|
-$140M
|
-2,482,054
|
-50%
|
|
|
6
|
Bessemer Group
Woodbridge,
New Jersey
|
$136M
|
+$2.08M
|
+37,008
|
+2%
|
|
|
7
|
|
$101M
|
+$2.25M
|
+40,043
|
+2%
|
|
|
8
|
Richard Bernstein Advisors
New York
|
$91.7M
|
+$1.47M
|
+26,077
|
+2%
|
|
|
9
|
Hackensack Meridian Health
Edison,
New Jersey
|
$91.6M
|
–
|
–
|
–
|
|
|
10
|
|
$64.6M
|
-$10M
|
-178,032
|
-14%
|
|
|
11
|
Pure Financial Advisors
San Diego,
California
|
$61.7M
|
+$3.19M
|
+56,672
|
+6%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$54.4M
|
-$2.41M
|
-42,802
|
-4%
|
|
|
13
|
|
$39.2M
|
+$841K
|
+14,939
|
+2%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$36.9M
|
+$4.12M
|
+73,261
|
+13%
|
|
|
15
|
AllianceBernstein
Nashville,
Tennessee
|
$29.7M
|
+$3.03M
|
+53,770
|
+11%
|
|
|
16
|
Bank of New York Mellon
New York
|
$25.6M
|
+$9.84M
|
+174,820
|
+64%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$23.8M
|
-$170K
|
-3,029
|
-0.7%
|
|
|
18
|
Raymond James & Associates
St Petersburg,
Florida
|
$23.4M
|
+$1.47M
|
+26,200
|
+7%
|
|
|
19
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$23M
|
+$22.7M
|
+403,274
|
New
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$21.9M
|
+$2.87M
|
+50,910
|
+15%
|
|
|
21
|
Sendero Wealth Management
San Antonio,
Texas
|
$21M
|
+$1.11M
|
+19,698
|
+6%
|
|
|
22
|
Cornerstone Partners Capital Management
Charlottesville,
Virginia
|
$20.1M
|
–
|
–
|
–
|
|
|
23
|
Victory Capital Management
San Antonio,
Texas
|
$19.1M
|
+$18.8M
|
+334,113
|
New
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
$19M
|
+$849K
|
+15,092
|
+5%
|
|
|
25
|
Corrigan Financial
Middletown,
Rhode Island
|
$18.7M
|
-$1.09M
|
-19,361
|
-6%
|
|
