|
1
|
Wells Fargo
San Francisco,
California
|
$233M
|
+$4.55M
|
+60,636
|
+2%
|
|
|
2
|
Northern Trust
Chicago,
Illinois
|
$207M
|
+$6.13M
|
+81,762
|
+3%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$99.9M
|
-$7.71M
|
-102,793
|
-7%
|
|
|
4
|
TIAA CREF Trust
St Louis,
Missouri
|
$95.5M
|
+$12.9M
|
+172,188
|
+15%
|
|
|
5
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$75.2M
|
+$5.5M
|
+73,324
|
+8%
|
|
|
6
|
Valmark Advisers
Akron,
Ohio
|
$73M
|
+$9.34M
|
+124,625
|
+14%
|
|
|
7
|
State Street
Boston,
Massachusetts
|
$67.7M
|
+$7.39M
|
+98,530
|
+12%
|
|
|
8
|
|
$50.9M
|
+$22.4M
|
+298,213
|
+75%
|
|
|
9
|
Alesco Advisors
Pittsford,
New York
|
$40.2M
|
+$2.72M
|
+36,303
|
+7%
|
|
|
10
|
|
$39.4M
|
-$9.49M
|
-126,585
|
-19%
|
|
|
11
|
Parametric Portfolio Associates
Seattle,
Washington
|
$38.5M
|
+$851K
|
+11,358
|
+2%
|
|
|
12
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$36.1M
|
-$1.39M
|
-18,510
|
-4%
|
|
|
13
|
Cobble Hill Financial Services
Moorestown,
New Jersey
|
$31.9M
|
+$750K
|
+10,000
|
+2%
|
|
|
14
|
Franklin Resources
San Mateo,
California
|
$27.9M
|
-$802K
|
-10,700
|
-3%
|
|
|
15
|
AssetMark Inc
Concord,
California
|
$26.5M
|
+$27.3M
|
+363,561
|
New
|
|
|
16
|
Bank of New York Mellon
New York
|
$25M
|
+$2.81M
|
+37,444
|
+12%
|
|
|
17
|
Prudential Financial
Newark,
New Jersey
|
$17.4M
|
–
|
–
|
–
|
|
|
18
|
Suntrust Banks
Atlanta,
Georgia
|
$15.8M
|
+$2.58M
|
+34,386
|
+19%
|
|
|
19
|
Wellington Management Group
Boston,
Massachusetts
|
$14.7M
|
–
|
–
|
–
|
|
|
20
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$12.9M
|
-$267K
|
-3,557
|
-2%
|
|
|
21
|
Creative Planning
Overland Park,
Kansas
|
$10.8M
|
+$4.33M
|
+57,754
|
+64%
|
|
|
22
|
Stephens Inc
Little Rock,
Arkansas
|
$10.1M
|
+$626K
|
+8,350
|
+6%
|
|
|
23
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$9.65M
|
-$152K
|
-2,032
|
-2%
|
|
|
24
|
LPL Financial
San Diego,
California
|
$7.93M
|
-$740K
|
-9,866
|
-9%
|
|
|
25
|
Stratford Consulting
Addison,
Texas
|
$7.36M
|
-$408K
|
-5,439
|
-5%
|
|
