|
1
|
Bank of America
Charlotte,
North Carolina
|
$2.44B
|
+$241M
|
+5,415,954
|
+11%
|
|
|
2
|
Creative Planning
Overland Park,
Kansas
|
$843M
|
+$59M
|
+1,329,123
|
+8%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$773M
|
+$287M
|
+6,452,706
|
+61%
|
|
|
4
|
Fidelity Investments
Boston,
Massachusetts
|
$752M
|
+$285M
|
+6,425,008
|
+64%
|
|
|
5
|
BlackRock Fund Advisors
San Francisco,
California
|
$501M
|
+$4.07M
|
+91,666
|
+0.8%
|
|
|
6
|
Franklin Resources
San Mateo,
California
|
$372M
|
+$219M
|
+4,935,911
|
+153%
|
|
|
7
|
Mizuho Trust & Banking
Tokyo,
Japan
|
$309M
|
+$6.31M
|
+142,117
|
+2%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$306M
|
+$49.5M
|
+1,115,488
|
+20%
|
|
|
9
|
|
$289M
|
+$46.6M
|
+1,050,012
|
+20%
|
|
|
10
|
RiverFront Investment Group
Richmond,
Virginia
|
$277M
|
+$178M
|
+3,999,052
|
+192%
|
|
|
11
|
Clal Insurance
Tel-Aviv,
Israel
|
$260M
|
+$254M
|
+5,710,709
|
New
|
|
|
12
|
BlackRock Institutional Trust
San Francisco,
California
|
$233M
|
+$25.2M
|
+567,153
|
+13%
|
|
|
13
|
State Street
Boston,
Massachusetts
|
$226M
|
+$72M
|
+1,622,340
|
+49%
|
|
|
14
|
|
$223M
|
+$10.8M
|
+242,681
|
+5%
|
|
|
15
|
Board of Trustees of The Leland Stanford Junior University
Redwood City,
California
|
$210M
|
–
|
–
|
–
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$209M
|
+$12.7M
|
+285,386
|
+7%
|
|
|
17
|
Wealthfront
Palo Alto,
California
|
$180M
|
+$26.3M
|
+592,629
|
+18%
|
|
|
18
|
|
$179M
|
+$108M
|
+2,432,438
|
+162%
|
|
|
19
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$159M
|
-$6.18M
|
-139,089
|
-4%
|
|
|
20
|
BlackRock Investment Management
Wilmington,
Delaware
|
$158M
|
-$25.3M
|
-570,320
|
-14%
|
|
|
21
|
M&T Bank
Buffalo,
New York
|
$154M
|
+$70.5M
|
+1,587,419
|
+89%
|
|
|
22
|
United Capital Financial Advisors
Irving,
Texas
|
$148M
|
+$5.45M
|
+122,832
|
+4%
|
|
|
23
|
Ronald Blue & Co
Roswell,
Georgia
|
$147M
|
+$3.92M
|
+88,243
|
+3%
|
|
|
24
|
Balentine LLC
Atlanta,
Georgia
|
$146M
|
+$143M
|
+3,211,084
|
New
|
|
|
25
|
AllianceBernstein
Nashville,
Tennessee
|
$143M
|
+$43.2M
|
+972,465
|
+45%
|
|
