|
1
|
BlackRock Institutional Trust
San Francisco,
California
|
$572M
|
-$12.6M
|
-111,967
|
-2%
|
|
|
2
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$405M
|
+$12.1M
|
+107,949
|
+3%
|
|
|
3
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$352M
|
-$10.1M
|
-89,932
|
-3%
|
|
|
4
|
Fidelity Investments
Boston,
Massachusetts
|
$349M
|
+$49.6M
|
+442,108
|
+17%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$314M
|
+$57.3M
|
+511,338
|
+23%
|
|
|
6
|
|
$260M
|
+$71.6M
|
+638,790
|
+39%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$236M
|
+$9.78M
|
+87,211
|
+4%
|
|
|
8
|
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
$193M
|
+$39.4M
|
+351,185
|
+26%
|
|
|
9
|
|
$182M
|
-$9.26M
|
-82,594
|
-5%
|
|
|
10
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$176M
|
+$7.58M
|
+67,658
|
+5%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$161M
|
-$3.23M
|
-28,836
|
-2%
|
|
|
12
|
Veritable
Wilmington,
Delaware
|
$116M
|
-$4.72M
|
-42,071
|
-4%
|
|
|
13
|
Northern Trust
Chicago,
Illinois
|
$101M
|
+$13.8M
|
+122,798
|
+16%
|
|
|
14
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$99.4M
|
-$8.31M
|
-74,108
|
-8%
|
|
|
15
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$97.6M
|
+$5.2M
|
+46,359
|
+6%
|
|
|
16
|
TIAA CREF Trust
St Louis,
Missouri
|
$96.3M
|
+$9.85M
|
+87,843
|
+12%
|
|
|
17
|
National Mutual Insurance Federation of Agricultural Cooperatives
Tokyo, Japan,
Japan
|
$91.2M
|
–
|
–
|
–
|
|
|
18
|
Managed Account Advisors
Jersey City,
New Jersey
|
$79.1M
|
+$8.58M
|
+76,539
|
+12%
|
|
|
19
|
|
$78M
|
-$31.7M
|
-283,087
|
-29%
|
|
|
20
|
Goldstein Munger & Associates
San Ramon,
California
|
$70.5M
|
-$9.2M
|
-82,040
|
-12%
|
|
|
21
|
Creative Planning
Overland Park,
Kansas
|
$69.4M
|
+$9.29M
|
+82,848
|
+16%
|
|
|
22
|
Bingham Osborn & Scarborough
San Francisco,
California
|
$69.2M
|
-$1.21M
|
-10,830
|
-2%
|
|
|
23
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$67.2M
|
+$3.16M
|
+28,207
|
+5%
|
|
|
24
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$56.8M
|
+$1.21M
|
+10,750
|
+2%
|
|
|
25
|
M&T Bank
Buffalo,
New York
|
$56.6M
|
+$3.09M
|
+27,579
|
+6%
|
|
