|
1
|
BlackRock Institutional Trust
San Francisco,
California
|
$527M
|
-$28.5M
|
-287,822
|
-5%
|
|
|
2
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$321M
|
+$538K
|
+5,437
|
+0.2%
|
|
|
3
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$298M
|
-$12.1M
|
-121,997
|
-4%
|
|
|
4
|
Fidelity Investments
Boston,
Massachusetts
|
$250M
|
+$1.63M
|
+16,442
|
+0.7%
|
|
|
5
|
|
$246M
|
+$42.7M
|
+431,304
|
+22%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$205M
|
+$40.1M
|
+405,316
|
+26%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$166M
|
+$8.27M
|
+83,601
|
+5%
|
|
|
8
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$134M
|
+$17.4M
|
+175,473
|
+16%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$128M
|
+$9.49M
|
+95,967
|
+8%
|
|
|
10
|
Veritable
Wilmington,
Delaware
|
$112M
|
-$3.69M
|
-37,334
|
-3%
|
|
|
11
|
|
$112M
|
-$73.6M
|
-744,457
|
-41%
|
|
|
12
|
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
$108M
|
-$1.02M
|
-10,353
|
-1%
|
|
|
13
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$100M
|
+$148K
|
+1,500
|
+0.2%
|
|
|
14
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$100M
|
-$3.88M
|
-39,219
|
-4%
|
|
|
15
|
National Mutual Insurance Federation of Agricultural Cooperatives
Tokyo, Japan,
Japan
|
$82.1M
|
–
|
–
|
–
|
|
|
16
|
Managed Account Advisors
Jersey City,
New Jersey
|
$74.7M
|
+$2.38M
|
+24,032
|
+3%
|
|
|
17
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$73.7M
|
+$3M
|
+30,359
|
+4%
|
|
|
18
|
Northern Trust
Chicago,
Illinois
|
$73.6M
|
+$2.1M
|
+21,223
|
+3%
|
|
|
19
|
BlackRock Group
London,
United Kingdom
|
$73.6M
|
-$4.64M
|
-46,926
|
-6%
|
|
|
20
|
Goldstein Munger & Associates
San Ramon,
California
|
$72.5M
|
-$9.87M
|
-99,800
|
-12%
|
|
|
21
|
Bingham Osborn & Scarborough
San Francisco,
California
|
$66.8M
|
-$1.82M
|
-18,407
|
-3%
|
|
|
22
|
Bank of New York Mellon
New York
|
$56.9M
|
+$1.49M
|
+15,091
|
+3%
|
|
|
23
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$54.6M
|
-$3.37M
|
-34,028
|
-6%
|
|
|
24
|
|
$53.2M
|
-$1.19M
|
-12,042
|
-2%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$47.2M
|
+$4.92M
|
+49,736
|
+12%
|
|
