|
1
|
Northern Trust
Chicago,
Illinois
|
$586M
|
+$30M
|
+515,049
|
+5%
|
|
|
2
|
Charles Schwab
San Francisco,
California
|
$320M
|
-$6.17M
|
-105,835
|
-2%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$246M
|
+$7.31M
|
+125,407
|
+3%
|
|
|
4
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$173M
|
+$1.84M
|
+31,645
|
+1%
|
|
|
5
|
Bessemer Group
Woodbridge,
New Jersey
|
$157M
|
+$21M
|
+360,945
|
+15%
|
|
|
6
|
Richard Bernstein Advisors
New York
|
$97.2M
|
+$5.51M
|
+94,561
|
+6%
|
|
|
7
|
Hackensack Meridian Health
Edison,
New Jersey
|
$91.7M
|
–
|
–
|
–
|
|
|
8
|
|
$91.7M
|
-$9.57M
|
-164,226
|
-9%
|
|
|
9
|
|
$66.3M
|
+$1.63M
|
+27,920
|
+2%
|
|
|
10
|
Pure Financial Advisors
San Diego,
California
|
$64.8M
|
+$3.01M
|
+51,612
|
+5%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$54.6M
|
+$43.5K
|
+746
|
+0.1%
|
|
|
12
|
|
$38.1M
|
-$1.17M
|
-20,151
|
-3%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$37.6M
|
+$689K
|
+11,830
|
+2%
|
|
|
14
|
Bank of New York Mellon
New York
|
$36.5M
|
+$11.1M
|
+189,787
|
+42%
|
|
|
15
|
AllianceBernstein
Nashville,
Tennessee
|
$31.9M
|
+$2.17M
|
+37,209
|
+7%
|
|
|
16
|
Tradewinds Capital Management
Bellingham,
Washington
|
$26.4M
|
+$26.9M
|
+462,296
|
+59,269%
|
|
|
17
|
Principal Financial Group
Des Moines,
Iowa
|
$25.8M
|
+$7.53M
|
+129,275
|
+40%
|
|
|
18
|
Sendero Wealth Management
San Antonio,
Texas
|
$24.7M
|
+$3.82M
|
+65,531
|
+18%
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$24.1M
|
+$2.26M
|
+38,822
|
+10%
|
|
|
20
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$23M
|
–
|
–
|
–
|
|
|
21
|
Cornerstone Partners Capital Management
Charlottesville,
Virginia
|
$20.1M
|
–
|
–
|
–
|
|
|
22
|
Raymond James & Associates
St Petersburg,
Florida
|
$19.4M
|
-$4.04M
|
-69,369
|
-17%
|
|
|
23
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$18.1M
|
+$544K
|
+9,337
|
+3%
|
|
|
24
|
Corrigan Financial
Middletown,
Rhode Island
|
$17.7M
|
-$1.04M
|
-17,884
|
-5%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$17M
|
+$2.33M
|
+39,947
|
+15%
|
|
