|
1
|
BlackRock Institutional Trust
San Francisco,
California
|
$561M
|
-$4.35M
|
-39,359
|
-0.8%
|
|
|
2
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$377M
|
+$19.5M
|
+176,263
|
+5%
|
|
|
3
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$347M
|
+$26.1M
|
+235,884
|
+8%
|
|
|
4
|
Fidelity Investments
Boston,
Massachusetts
|
$286M
|
-$1.17M
|
-10,555
|
-0.4%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$245M
|
-$24M
|
-216,920
|
-9%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$217M
|
+$52.4M
|
+473,954
|
+32%
|
|
|
7
|
|
$184M
|
+$2.86M
|
+25,881
|
+2%
|
|
|
8
|
|
$179M
|
+$6.45M
|
+58,329
|
+4%
|
|
|
9
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$161M
|
+$3.64M
|
+32,891
|
+2%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$156M
|
+$62M
|
+561,133
|
+64%
|
|
|
11
|
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
$146M
|
-$1.61M
|
-14,596
|
-1%
|
|
|
12
|
Veritable
Wilmington,
Delaware
|
$116M
|
-$2.57M
|
-23,255
|
-2%
|
|
|
13
|
|
$106M
|
+$63M
|
+569,626
|
+145%
|
|
|
14
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$103M
|
-$830K
|
-7,506
|
-0.8%
|
|
|
15
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$88.4M
|
+$2.38M
|
+21,499
|
+3%
|
|
|
16
|
National Mutual Insurance Federation of Agricultural Cooperatives
Tokyo, Japan,
Japan
|
$87.5M
|
–
|
–
|
–
|
|
|
17
|
Northern Trust
Chicago,
Illinois
|
$83.2M
|
+$2.09M
|
+18,911
|
+3%
|
|
|
18
|
TIAA CREF Trust
St Louis,
Missouri
|
$82.6M
|
+$9.22M
|
+83,437
|
+12%
|
|
|
19
|
Goldstein Munger & Associates
San Ramon,
California
|
$76.6M
|
-$104K
|
-937
|
-0.1%
|
|
|
20
|
Bingham Osborn & Scarborough
San Francisco,
California
|
$67.5M
|
-$1.21M
|
-10,979
|
-2%
|
|
|
21
|
Managed Account Advisors
Jersey City,
New Jersey
|
$67.4M
|
-$6.57M
|
-59,429
|
-9%
|
|
|
22
|
United Services Automobile Association
San Antonio,
Texas
|
$63.2M
|
+$62.5M
|
+565,100
|
+5,382%
|
|
|
23
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$61.3M
|
+$1.27M
|
+11,467
|
+2%
|
|
|
24
|
Creative Planning
Overland Park,
Kansas
|
$57.4M
|
+$13.2M
|
+119,348
|
+30%
|
|
|
25
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$53.3M
|
+$7.08M
|
+64,040
|
+15%
|
|
