|
1
|
BlackRock Fund Advisors
San Francisco,
California
|
$171M
|
+$85.4M
|
+1,511,502
|
+105%
|
|
|
2
|
BlackRock Institutional Trust
San Francisco,
California
|
$162M
|
+$5.56M
|
+98,470
|
+4%
|
|
|
3
|
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
$38.6M
|
+$26.9M
|
+476,878
|
+250%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$11.1M
|
+$3.93M
|
+69,657
|
+57%
|
|
|
5
|
|
$2.96M
|
-$32.1K
|
-568
|
-1%
|
|
|
6
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$2.53M
|
+$704K
|
+12,457
|
+40%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$2.4M
|
+$673K
|
+11,917
|
+40%
|
|
|
8
|
|
$2.03M
|
+$216K
|
+3,831
|
+12%
|
|
|
9
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$1.49M
|
+$1.39M
|
+24,665
|
+2,406%
|
|
|
10
|
Credit Suisse
Zurich,
Switzerland
|
$744K
|
+$12.3K
|
+218
|
+2%
|
|
|
11
|
Atria Investments
Charlotte,
North Carolina
|
$735K
|
+$8.19K
|
+145
|
+1%
|
|
|
12
|
Bank of New York Mellon
New York
|
$449K
|
–
|
–
|
–
|
|
|
13
|
American International Group
New York
|
$409K
|
+$100K
|
+1,772
|
+33%
|
|
|
14
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$310K
|
+$80.5K
|
+1,425
|
+36%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$248K
|
+$220K
|
+3,898
|
+965%
|
|
|
16
|
Tortoise Investment Management
White Plains,
New York
|
$236K
|
+$230K
|
+4,080
|
New
|
|
|
17
|
Norris Perne & French
Grand Rapids,
Michigan
|
$225K
|
+$220K
|
+3,896
|
New
|
|
|
18
|
Chevy Chase Trust
Bethesda,
Maryland
|
$210K
|
–
|
–
|
–
|
|
|
19
|
CT Financial Advisors
Chadds Ford,
Pennsylvania
|
$134K
|
+$136K
|
+2,415
|
New
|
|
|
20
|
TD Capital Management
Memphis,
Tennessee
|
$119K
|
-$34.4K
|
-609
|
-23%
|
|
|
21
|
WhitTier Trust Company
Reno,
Nevada
|
$58K
|
–
|
–
|
–
|
|
|
22
|
Ameriprise
Minneapolis,
Minnesota
|
$42K
|
+$8.13K
|
+144
|
+25%
|
|
|
23
|
Westport Resources Management
Westport,
Connecticut
|
$4K
|
–
|
–
|
–
|
|
|
24
|
Tower Research Capital (TRC)
New York
|
$4K
|
+$4.01K
|
+71
|
New
|
|
|
25
|
MSI Financial Services
Springfield,
Massachusetts
|
$2K
|
–
|
–
|
–
|
|
