|
1
|
BlackRock Institutional Trust
San Francisco,
California
|
$156M
|
+$153M
|
+2,708,335
|
New
|
|
|
2
|
BlackRock Fund Advisors
San Francisco,
California
|
$83M
|
+$36.6M
|
+649,064
|
+82%
|
|
|
3
|
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
$11M
|
+$10.7M
|
+190,494
|
New
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$7.04M
|
+$6.65M
|
+117,956
|
+2,783%
|
|
|
5
|
|
$2.99M
|
+$616K
|
+10,926
|
+27%
|
|
|
6
|
|
$1.8M
|
+$871K
|
+15,445
|
+97%
|
|
|
7
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$1.75M
|
+$1.75M
|
+31,014
|
New
|
|
|
8
|
LPL Financial
San Diego,
California
|
$1.7M
|
+$629K
|
+11,153
|
+61%
|
|
|
9
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.61M
|
-$447K
|
-7,922
|
-22%
|
|
|
10
|
Credit Suisse
Zurich,
Switzerland
|
$729K
|
-$507
|
-9
|
-0.1%
|
|
|
11
|
Atria Investments
Charlotte,
North Carolina
|
$725K
|
+$709K
|
+12,572
|
New
|
|
|
12
|
Bank of New York Mellon
New York
|
$448K
|
–
|
–
|
–
|
|
|
13
|
American International Group
New York
|
$305K
|
+$149K
|
+2,641
|
+99%
|
|
|
14
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$227K
|
+$222K
|
+3,932
|
New
|
|
|
15
|
Chevy Chase Trust
Bethesda,
Maryland
|
$209K
|
+$204K
|
+3,625
|
New
|
|
|
16
|
TD Capital Management
Memphis,
Tennessee
|
$154K
|
+$51K
|
+905
|
+51%
|
|
|
17
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$59K
|
+$57.8K
|
+1,025
|
New
|
|
|
18
|
WhitTier Trust Company
Reno,
Nevada
|
$58K
|
–
|
–
|
–
|
|
|
19
|
Advisory Services Network
Atlanta,
Georgia
|
$45K
|
+$43.7K
|
+775
|
New
|
|
|
20
|
Ameriprise
Minneapolis,
Minnesota
|
$33K
|
+$7.1K
|
+126
|
+28%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$23K
|
-$2.09K
|
-37
|
-8%
|
|
|
22
|
First Horizon Advisors
Memphis,
Tennessee
|
$23K
|
-$56
|
-1
|
-0.2%
|
|
|
23
|
Westport Resources Management
Westport,
Connecticut
|
$4K
|
–
|
–
|
–
|
|
|
24
|
MSI Financial Services
Springfield,
Massachusetts
|
$2K
|
–
|
–
|
–
|
|
|
25
|
|
–
|
-$3.28M
|
-59,553
|
Closed
|
|
