|
1
|
Wells Fargo
San Francisco,
California
|
$322M
|
-$5.36M
|
-61,588
|
-2%
|
|
|
2
|
Northern Trust
Chicago,
Illinois
|
$284M
|
+$17.7M
|
+202,935
|
+7%
|
|
|
3
|
TIAA CREF Trust
St Louis,
Missouri
|
$219M
|
+$16M
|
+183,331
|
+8%
|
|
|
4
|
|
$202M
|
+$27.8M
|
+319,631
|
+16%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$175M
|
+$14.3M
|
+163,789
|
+9%
|
|
|
6
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$116M
|
+$1.91M
|
+21,990
|
+2%
|
|
|
7
|
Valmark Advisers
Akron,
Ohio
|
$97.2M
|
-$6.06M
|
-69,662
|
-6%
|
|
|
8
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$79.2M
|
+$2.67M
|
+30,642
|
+3%
|
|
|
9
|
State Street
Boston,
Massachusetts
|
$73.5M
|
-$32.3M
|
-371,588
|
-30%
|
|
|
10
|
Balentine LLC
Atlanta,
Georgia
|
$43.8M
|
-$21.1M
|
-242,682
|
-32%
|
|
|
11
|
|
$43.8M
|
+$43.7K
|
+502
|
+0.1%
|
|
|
12
|
AssetMark Inc
Concord,
California
|
$42.3M
|
-$4.99M
|
-57,346
|
-10%
|
|
|
13
|
Parametric Portfolio Associates
Seattle,
Washington
|
$40.2M
|
-$19.7M
|
-225,946
|
-33%
|
|
|
14
|
|
$30.2M
|
-$2.84M
|
-32,634
|
-9%
|
|
|
15
|
Creative Planning
Overland Park,
Kansas
|
$29.9M
|
+$9.01M
|
+103,519
|
+43%
|
|
|
16
|
Alesco Advisors
Pittsford,
New York
|
$29.2M
|
+$2.41M
|
+27,695
|
+9%
|
|
|
17
|
Prudential Financial
Newark,
New Jersey
|
$17.9M
|
-$2.61M
|
-30,000
|
-13%
|
|
|
18
|
Bank of New York Mellon
New York
|
$17.8M
|
+$1.33M
|
+15,236
|
+8%
|
|
|
19
|
Franklin Resources
San Mateo,
California
|
$16.8M
|
–
|
–
|
–
|
|
|
20
|
Suntrust Banks
Atlanta,
Georgia
|
$15.9M
|
+$286K
|
+3,281
|
+2%
|
|
|
21
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$12.2M
|
+$2.59M
|
+29,800
|
+27%
|
|
|
22
|
M&T Bank
Buffalo,
New York
|
$11.6M
|
-$110K
|
-1,259
|
-0.9%
|
|
|
23
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$11.2M
|
-$1.48M
|
-16,984
|
-12%
|
|
|
24
|
BlackRock Institutional Trust
San Francisco,
California
|
$10.5M
|
–
|
–
|
–
|
|
|
25
|
TD Ameritrade Trust
Denver,
Colorado
|
$9.91M
|
-$589K
|
-6,768
|
-6%
|
|
