|
1
|
Franklin Resources
San Mateo,
California
|
$580M
|
+$56.6M
|
+1,031,312
|
+11%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$579M
|
+$25.6M
|
+465,682
|
+5%
|
|
|
3
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$169M
|
+$9.09M
|
+165,578
|
+6%
|
|
|
4
|
Curian Capital
Denver,
Colorado
|
$164M
|
+$12.3M
|
+224,838
|
+8%
|
|
|
5
|
|
$162M
|
+$2.36M
|
+42,890
|
+1%
|
|
|
6
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$159M
|
+$22.7M
|
+412,692
|
+17%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$157M
|
-$6.26M
|
-114,026
|
-4%
|
|
|
8
|
|
$142M
|
+$1.54M
|
+28,026
|
+1%
|
|
|
9
|
|
$124M
|
+$1.34M
|
+24,482
|
+1%
|
|
|
10
|
KeyBank National Association
Cleveland,
Ohio
|
$117M
|
-$883K
|
-16,082
|
-0.7%
|
|
|
11
|
|
$96.2M
|
+$2.47M
|
+44,964
|
+3%
|
|
|
12
|
AssetMark Inc
Concord,
California
|
$87.3M
|
+$15.1M
|
+274,882
|
+21%
|
|
|
13
|
Simply Money Advisors
Cincinnati,
Ohio
|
$83.9M
|
+$16.5M
|
+301,348
|
+24%
|
|
|
14
|
Fidelity Investments
Boston,
Massachusetts
|
$80M
|
+$44.2M
|
+804,910
|
+122%
|
|
|
15
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$79.1M
|
-$91.2K
|
-1,660
|
-0.1%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$79.1M
|
+$1.99M
|
+36,170
|
+3%
|
|
|
17
|
Eastern Bank
Boston,
Massachusetts
|
$47.7M
|
+$1.06M
|
+19,312
|
+2%
|
|
|
18
|
James Investment Research
Alpha,
Ohio
|
$40.5M
|
–
|
–
|
–
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$39.3M
|
+$3.83M
|
+69,684
|
+11%
|
|
|
20
|
City National Bank
Beverly Hills,
Delaware
|
$38.7M
|
+$4.03M
|
+73,382
|
+12%
|
|
|
21
|
Cerity Partners OCIO
New York
|
$38.6M
|
+$2.48M
|
+45,100
|
+7%
|
|
|
22
|
Bank of New York Mellon
New York
|
$37.8M
|
+$2.58M
|
+47,050
|
+7%
|
|
|
23
|
Stifel Financial
St. Louis,
Missouri
|
$37.1M
|
+$3.95M
|
+71,890
|
+12%
|
|
|
24
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$36.8M
|
+$2.04M
|
+37,190
|
+6%
|
|
|
25
|
Bangor Savings Bank
Bangor,
Maine
|
$31.5M
|
+$995K
|
+18,124
|
+3%
|
|
