|
1
|
Wells Fargo
San Francisco,
California
|
$558M
|
-$62.2M
|
-1,134,146
|
-10%
|
|
|
2
|
Franklin Resources
San Mateo,
California
|
$527M
|
+$525M
|
+9,571,616
|
New
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$165M
|
+$5.67M
|
+103,464
|
+4%
|
|
|
4
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$162M
|
+$8.27M
|
+150,764
|
+5%
|
|
|
5
|
|
$161M
|
-$12.8M
|
-234,272
|
-7%
|
|
|
6
|
Curian Capital
Denver,
Colorado
|
$153M
|
+$68.3M
|
+1,245,924
|
+81%
|
|
|
7
|
|
$141M
|
+$2.71M
|
+49,472
|
+2%
|
|
|
8
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$137M
|
-$943K
|
-17,192
|
-0.7%
|
|
|
9
|
|
$124M
|
+$1.59M
|
+28,938
|
+1%
|
|
|
10
|
KeyBank National Association
Cleveland,
Ohio
|
$119M
|
+$6.44M
|
+117,488
|
+6%
|
|
|
11
|
|
$94.5M
|
+$7.3M
|
+133,120
|
+8%
|
|
|
12
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$79.8M
|
+$2M
|
+36,522
|
+3%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$77.7M
|
+$4.38M
|
+79,820
|
+6%
|
|
|
14
|
AssetMark Inc
Concord,
California
|
$72.8M
|
-$10.8M
|
-197,646
|
-13%
|
|
|
15
|
Simply Money Advisors
Cincinnati,
Ohio
|
$68M
|
-$815K
|
-14,856
|
-1%
|
|
|
16
|
Eastern Bank
Boston,
Massachusetts
|
$47M
|
+$1.19M
|
+21,724
|
+3%
|
|
|
17
|
James Investment Research
Alpha,
Ohio
|
$41.5M
|
–
|
–
|
–
|
|
|
18
|
LPL Financial
San Diego,
California
|
$38.2M
|
+$20.7M
|
+378,394
|
+120%
|
|
|
19
|
Cerity Partners OCIO
New York
|
$36.4M
|
-$10.4M
|
-189,094
|
-22%
|
|
|
20
|
Fidelity Investments
Boston,
Massachusetts
|
$36.3M
|
+$36.1M
|
+658,040
|
New
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$35.8M
|
+$4.39M
|
+80,060
|
+14%
|
|
|
22
|
Bank of New York Mellon
New York
|
$35.5M
|
+$5.68M
|
+103,568
|
+19%
|
|
|
23
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$35.1M
|
+$1.62M
|
+29,632
|
+5%
|
|
|
24
|
City National Bank
Beverly Hills,
Delaware
|
$35M
|
+$8.19M
|
+149,432
|
+31%
|
|
|
25
|
BlackRock Investment Management
Wilmington,
Delaware
|
$34.5M
|
+$2.29M
|
+41,704
|
+7%
|
|
