|
1
|
Wells Fargo
San Francisco,
California
|
$615M
|
+$13.4M
|
+246,260
|
+2%
|
|
|
2
|
|
$172M
|
+$1.62M
|
+29,738
|
+1%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$158M
|
+$4.04M
|
+74,220
|
+3%
|
|
|
4
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$152M
|
+$29.7M
|
+545,212
|
+24%
|
|
|
5
|
|
$137M
|
+$1.67M
|
+30,628
|
+1%
|
|
|
6
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$137M
|
+$1.65M
|
+30,368
|
+1%
|
|
|
7
|
|
$121M
|
+$198K
|
+3,636
|
+0.2%
|
|
|
8
|
KeyBank National Association
Cleveland,
Ohio
|
$111M
|
+$776K
|
+14,272
|
+0.7%
|
|
|
9
|
|
$86.2M
|
+$13.3M
|
+243,968
|
+18%
|
|
|
10
|
Curian Capital
Denver,
Colorado
|
$83.9M
|
+$16.5M
|
+303,254
|
+25%
|
|
|
11
|
AssetMark Inc
Concord,
California
|
$82.9M
|
+$82.7M
|
+1,519,886
|
New
|
|
|
12
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$77M
|
+$104K
|
+1,918
|
+0.1%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$72.6M
|
+$955K
|
+17,554
|
+1%
|
|
|
14
|
Simply Money Advisors
Cincinnati,
Ohio
|
$68.1M
|
-$1.88M
|
-34,590
|
-3%
|
|
|
15
|
Cerity Partners OCIO
New York
|
$46.3M
|
+$4.16M
|
+76,492
|
+10%
|
|
|
16
|
Eastern Bank
Boston,
Massachusetts
|
$45.3M
|
-$77.7K
|
-1,428
|
-0.2%
|
|
|
17
|
James Investment Research
Alpha,
Ohio
|
$40.2M
|
–
|
–
|
–
|
|
|
18
|
Stifel Financial
St. Louis,
Missouri
|
$35.4M
|
+$35.3M
|
+648,642
|
New
|
|
|
19
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$33.1M
|
-$71.2K
|
-1,308
|
-0.2%
|
|
|
20
|
US Bancorp
Minneapolis,
Minnesota
|
$33M
|
-$89.8K
|
-1,650
|
-0.3%
|
|
|
21
|
BlackRock Investment Management
Wilmington,
Delaware
|
$31.8M
|
+$3.51M
|
+64,440
|
+12%
|
|
|
22
|
|
$31.8M
|
+$31.2M
|
+573,462
|
+6,432%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$31M
|
+$4.38M
|
+80,578
|
+16%
|
|
|
24
|
Bluefin Capital Management
New York
|
$30.8M
|
+$30.7M
|
+565,072
|
New
|
|
|
25
|
Bangor Savings Bank
Bangor,
Maine
|
$29.7M
|
+$1.39M
|
+25,592
|
+5%
|
|
