|
1
|
Wells Fargo
San Francisco,
California
|
$263M
|
-$1.85M
|
-24,481
|
-0.7%
|
|
|
2
|
Northern Trust
Chicago,
Illinois
|
$211M
|
-$2.74M
|
-36,262
|
-1%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$137M
|
+$3.16M
|
+41,829
|
+2%
|
|
|
4
|
TIAA CREF Trust
St Louis,
Missouri
|
$125M
|
+$8.48M
|
+112,297
|
+8%
|
|
|
5
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$93M
|
+$20.9M
|
+276,826
|
+30%
|
|
|
6
|
Valmark Advisers
Akron,
Ohio
|
$89.7M
|
+$16.9M
|
+223,686
|
+24%
|
|
|
7
|
|
$89.4M
|
+$17.5M
|
+231,484
|
+25%
|
|
|
8
|
State Street
Boston,
Massachusetts
|
$83.9M
|
+$10.3M
|
+136,744
|
+15%
|
|
|
9
|
Alesco Advisors
Pittsford,
New York
|
$48.3M
|
+$1.43M
|
+18,894
|
+3%
|
|
|
10
|
|
$44.1M
|
+$256K
|
+3,397
|
+0.6%
|
|
|
11
|
AssetMark Inc
Concord,
California
|
$37.1M
|
+$5.83M
|
+77,267
|
+19%
|
|
|
12
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$35.8M
|
-$603K
|
-7,987
|
-2%
|
|
|
13
|
Cobble Hill Financial Services
Moorestown,
New Jersey
|
$34.8M
|
–
|
–
|
–
|
|
|
14
|
Franklin Resources
San Mateo,
California
|
$30.5M
|
+$604K
|
+8,000
|
+2%
|
|
|
15
|
BlackRock Institutional Trust
San Francisco,
California
|
$19.7M
|
+$12.3M
|
+163,318
|
+183%
|
|
|
16
|
Bank of New York Mellon
New York
|
$18.6M
|
-$3.6M
|
-47,698
|
-17%
|
|
|
17
|
Prudential Financial
Newark,
New Jersey
|
$18.6M
|
–
|
–
|
–
|
|
|
18
|
Creative Planning
Overland Park,
Kansas
|
$15M
|
+$696K
|
+9,216
|
+5%
|
|
|
19
|
Credit Suisse
Zurich,
Switzerland
|
$14M
|
+$6.35M
|
+84,066
|
+88%
|
|
|
20
|
Stifel Financial
St. Louis,
Missouri
|
$13.6M
|
+$13.2M
|
+174,426
|
New
|
|
|
21
|
TD Capital Management
Memphis,
Tennessee
|
$11.6M
|
+$40.9K
|
+542
|
+0.4%
|
|
|
22
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$11.5M
|
-$238K
|
-3,147
|
-2%
|
|
|
23
|
Confluence Investment Management
St. Louis,
Missouri
|
$11.3M
|
+$10.9M
|
+144,685
|
New
|
|
|
24
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$10.5M
|
-$212K
|
-2,814
|
-2%
|
|
|
25
|
Suntrust Banks
Atlanta,
Georgia
|
$8.9M
|
-$962K
|
-12,742
|
-10%
|
|
