|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$663M
|
+$147M
|
+1,291,232
|
+26%
|
|
|
2
|
BlackRock Institutional Trust
San Francisco,
California
|
$573M
|
+$15.5M
|
+136,905
|
+3%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$421M
|
+$102M
|
+900,609
|
+30%
|
|
|
4
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$350M
|
+$6.42M
|
+56,501
|
+2%
|
|
|
5
|
|
$342M
|
+$363M
|
+3,193,487
|
New
|
|
|
6
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$307M
|
-$11.4M
|
-100,374
|
-3%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$217M
|
+$14.3M
|
+125,779
|
+7%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$169M
|
+$34.4M
|
+303,039
|
+25%
|
|
|
9
|
National Mutual Insurance Federation of Agricultural Cooperatives
Tokyo, Japan,
Japan
|
$165M
|
+$84.7M
|
+746,000
|
+94%
|
|
|
10
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$165M
|
+$5.18M
|
+45,645
|
+3%
|
|
|
11
|
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
$163M
|
-$361K
|
-3,175
|
-0.2%
|
|
|
12
|
|
$160M
|
-$47.8M
|
-421,090
|
-22%
|
|
|
13
|
United Services Automobile Association
San Antonio,
Texas
|
$136M
|
+$26.4M
|
+232,194
|
+22%
|
|
|
14
|
Schroder Investment Management Group
London,
United Kingdom
|
$119M
|
+$126M
|
+1,113,547
|
New
|
|
|
15
|
TIAA CREF Trust
St Louis,
Missouri
|
$116M
|
+$11M
|
+96,740
|
+10%
|
|
|
16
|
Northern Trust
Chicago,
Illinois
|
$116M
|
+$17.8M
|
+156,981
|
+17%
|
|
|
17
|
Creative Planning
Overland Park,
Kansas
|
$113M
|
+$13.3M
|
+117,075
|
+12%
|
|
|
18
|
Veritable
Wilmington,
Delaware
|
$106M
|
+$4.95M
|
+43,611
|
+5%
|
|
|
19
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$102M
|
+$3.86M
|
+34,020
|
+4%
|
|
|
20
|
|
$83.1M
|
-$25.2M
|
-222,238
|
-22%
|
|
|
21
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$83M
|
+$8.19M
|
+72,150
|
+10%
|
|
|
22
|
Rinet Company
Boston,
Massachusetts
|
$68.9M
|
+$3.16M
|
+27,799
|
+5%
|
|
|
23
|
Bingham Osborn & Scarborough
San Francisco,
California
|
$66.2M
|
+$6.06M
|
+53,358
|
+9%
|
|
|
24
|
Goldstein Munger & Associates
San Ramon,
California
|
$65M
|
+$218K
|
+1,917
|
+0.3%
|
|
|
25
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$63.2M
|
+$5.59M
|
+49,211
|
+9%
|
|
