|
1
|
BlackRock Institutional Trust
San Francisco,
California
|
$566M
|
+$4.48M
|
+42,140
|
+0.8%
|
|
|
2
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$358M
|
+$20.4M
|
+191,615
|
+6%
|
|
|
3
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$322M
|
-$20.9M
|
-196,422
|
-6%
|
|
|
4
|
Fidelity Investments
Boston,
Massachusetts
|
$288M
|
+$5.95M
|
+55,902
|
+2%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$269M
|
+$56.6M
|
+531,940
|
+28%
|
|
|
6
|
|
$181M
|
-$22.9M
|
-215,207
|
-12%
|
|
|
7
|
|
$173M
|
+$15.1M
|
+142,156
|
+10%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$165M
|
-$11.2M
|
-105,247
|
-7%
|
|
|
9
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$158M
|
+$4.12M
|
+38,761
|
+3%
|
|
|
10
|
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
$148M
|
-$1.03M
|
-9,706
|
-0.7%
|
|
|
11
|
Veritable
Wilmington,
Delaware
|
$119M
|
-$436K
|
-4,097
|
-0.4%
|
|
|
12
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$104M
|
-$1.78M
|
-16,693
|
-2%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$96.4M
|
+$3.14M
|
+29,513
|
+3%
|
|
|
14
|
National Mutual Insurance Federation of Agricultural Cooperatives
Tokyo, Japan,
Japan
|
$87.6M
|
–
|
–
|
–
|
|
|
15
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$86.2M
|
+$3.74M
|
+35,124
|
+5%
|
|
|
16
|
Northern Trust
Chicago,
Illinois
|
$81.3M
|
+$275K
|
+2,583
|
+0.4%
|
|
|
17
|
Goldstein Munger & Associates
San Ramon,
California
|
$76.9M
|
+$915K
|
+8,599
|
+1%
|
|
|
18
|
Managed Account Advisors
Jersey City,
New Jersey
|
$74.1M
|
-$2.71M
|
-25,463
|
-4%
|
|
|
19
|
TIAA CREF Trust
St Louis,
Missouri
|
$73.6M
|
+$4.59M
|
+43,103
|
+7%
|
|
|
20
|
Bingham Osborn & Scarborough
San Francisco,
California
|
$68.9M
|
-$936K
|
-8,801
|
-1%
|
|
|
21
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$60.2M
|
+$944K
|
+8,876
|
+2%
|
|
|
22
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$53.4M
|
-$46.7M
|
-439,189
|
-48%
|
|
|
23
|
Bank of New York Mellon
New York
|
$47.5M
|
+$149K
|
+1,404
|
+0.3%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$47M
|
-$1.73M
|
-16,212
|
-4%
|
|
|
25
|
BOK Financial Private Wealth
Denver,
Colorado
|
$46.4M
|
-$1.27M
|
-11,959
|
-3%
|
|
