|
1
|
BlackRock Institutional Trust
San Francisco,
California
|
$595M
|
+$16.4M
|
+142,212
|
+3%
|
|
|
2
|
Fidelity Investments
Boston,
Massachusetts
|
$510M
|
+$159M
|
+1,380,023
|
+45%
|
|
|
3
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$367M
|
-$43M
|
-372,129
|
-11%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$359M
|
+$41.1M
|
+355,942
|
+13%
|
|
|
5
|
|
$353M
|
+$90.3M
|
+781,961
|
+35%
|
|
|
6
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$345M
|
-$11.4M
|
-98,498
|
-3%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$218M
|
-$20.4M
|
-176,312
|
-9%
|
|
|
8
|
|
$183M
|
-$1.13M
|
-9,824
|
-0.6%
|
|
|
9
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$179M
|
+$1.77M
|
+15,325
|
+1%
|
|
|
10
|
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
$178M
|
-$16.9M
|
-145,964
|
-9%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$158M
|
-$4.25M
|
-36,771
|
-3%
|
|
|
12
|
|
$121M
|
+$42.5M
|
+368,197
|
+54%
|
|
|
13
|
Veritable
Wilmington,
Delaware
|
$118M
|
+$108K
|
+936
|
+0.1%
|
|
|
14
|
United Services Automobile Association
San Antonio,
Texas
|
$116M
|
+$105M
|
+912,323
|
+1,014%
|
|
|
15
|
TIAA CREF Trust
St Louis,
Missouri
|
$105M
|
+$7.85M
|
+67,966
|
+8%
|
|
|
16
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$102M
|
+$3.89M
|
+33,665
|
+4%
|
|
|
17
|
Northern Trust
Chicago,
Illinois
|
$98.9M
|
-$3.08M
|
-26,653
|
-3%
|
|
|
18
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$95.6M
|
-$4.82M
|
-41,702
|
-5%
|
|
|
19
|
National Mutual Insurance Federation of Agricultural Cooperatives
Tokyo, Japan,
Japan
|
$92.2M
|
–
|
–
|
–
|
|
|
20
|
Creative Planning
Overland Park,
Kansas
|
$91.6M
|
+$21.4M
|
+185,305
|
+31%
|
|
|
21
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$72.8M
|
+$4.87M
|
+42,172
|
+7%
|
|
|
22
|
Goldstein Munger & Associates
San Ramon,
California
|
$70.5M
|
-$760K
|
-6,578
|
-1%
|
|
|
23
|
Bingham Osborn & Scarborough
San Francisco,
California
|
$67M
|
-$2.9M
|
-25,113
|
-4%
|
|
|
24
|
Managed Account Advisors
Jersey City,
New Jersey
|
$61.9M
|
-$18M
|
-156,139
|
-23%
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$61.1M
|
+$8.98M
|
+77,768
|
+17%
|
|
