|
1
|
|
$1.68B
|
+$821M
|
+3,644,376
|
+120%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$823M
|
+$36M
|
+159,576
|
+5%
|
|
|
3
|
Barings
Charlotte,
North Carolina
|
$380M
|
+$10.6M
|
+47,200
|
+3%
|
|
|
4
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$339M
|
-$2.35M
|
-10,426
|
-0.8%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$280M
|
-$9.94M
|
-44,102
|
-4%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$246M
|
+$14.8M
|
+65,651
|
+7%
|
|
|
7
|
Cassaday & Co Wealth Management
Mclean,
Virginia
|
$207M
|
+$945K
|
+4,193
|
+0.5%
|
|
|
8
|
|
$180M
|
-$1.32M
|
-5,847
|
-0.8%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$176M
|
+$6.25M
|
+27,706
|
+4%
|
|
|
10
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$171M
|
-$22.5M
|
-99,622
|
-13%
|
|
|
11
|
Cohen Klingenstein
New York
|
$143M
|
–
|
–
|
–
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$137M
|
-$51.5M
|
-228,598
|
-30%
|
|
|
13
|
Alaska Permanent Fund
Juneau,
Alaska
|
$129M
|
–
|
–
|
–
|
|
|
14
|
AllianceBernstein
Nashville,
Tennessee
|
$117M
|
+$1.48M
|
+6,576
|
+1%
|
|
|
15
|
US Bancorp
Minneapolis,
Minnesota
|
$114M
|
-$554K
|
-2,456
|
-0.5%
|
|
|
16
|
D.A. Davidson & Co
Great Falls,
Montana
|
$114M
|
+$1.19M
|
+5,281
|
+1%
|
|
|
17
|
M&T Bank
Buffalo,
New York
|
$112M
|
+$451K
|
+2,002
|
+0.5%
|
|
|
18
|
Northern Trust
Chicago,
Illinois
|
$110M
|
+$813K
|
+3,607
|
+0.8%
|
|
|
19
|
|
$102M
|
+$32.6M
|
+144,583
|
+56%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$99.6M
|
+$8.37M
|
+37,134
|
+10%
|
|
|
21
|
LPL Financial
San Diego,
California
|
$91.5M
|
+$1.68M
|
+7,435
|
+2%
|
|
|
22
|
Charles Schwab
San Francisco,
California
|
$85.8M
|
-$5.76M
|
-25,554
|
-7%
|
|
|
23
|
Financial Engines Advisors
Santa Clara,
California
|
$81.7M
|
-$531K
|
-2,355
|
-0.7%
|
|
|
24
|
Fidelity Investments
Boston,
Massachusetts
|
$78.3M
|
+$8.43M
|
+37,398
|
+14%
|
|
|
25
|
Commerce Bank
Kansas City,
Missouri
|
$70.8M
|
-$2.97M
|
-13,158
|
-4%
|
|
