|
1
|
TIAA FSB
Jacksonville,
Florida
|
$507M
|
+$18M
|
+192,147
|
+4%
|
|
|
2
|
Northern Trust
Chicago,
Illinois
|
$321M
|
-$11.4M
|
-121,895
|
-3%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$307M
|
-$30M
|
-320,725
|
-9%
|
|
|
4
|
|
$139M
|
+$610K
|
+6,525
|
+0.4%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$102M
|
-$7.08M
|
-75,745
|
-7%
|
|
|
6
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$83.5M
|
+$180K
|
+1,927
|
+0.2%
|
|
|
7
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$72.6M
|
+$1.45M
|
+15,540
|
+2%
|
|
|
8
|
|
$45.1M
|
+$9.94M
|
+106,231
|
+28%
|
|
|
9
|
State Street
Boston,
Massachusetts
|
$39.5M
|
-$10M
|
-107,031
|
-20%
|
|
|
10
|
Suntrust Banks
Atlanta,
Georgia
|
$25M
|
+$861K
|
+9,209
|
+4%
|
|
|
11
|
|
$24.5M
|
+$1.91M
|
+20,453
|
+8%
|
|
|
12
|
|
$24.5M
|
-$2.54M
|
-27,163
|
-9%
|
|
|
13
|
Creative Planning
Overland Park,
Kansas
|
$23.9M
|
-$416K
|
-4,452
|
-2%
|
|
|
14
|
AssetMark Inc
Concord,
California
|
$22.4M
|
+$261K
|
+2,786
|
+1%
|
|
|
15
|
MML Investors Services
Springfield,
Massachusetts
|
$20.2M
|
-$1.46M
|
-15,584
|
-7%
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$20M
|
+$2.02M
|
+21,630
|
+11%
|
|
|
17
|
Franklin Resources
San Mateo,
California
|
$18.5M
|
-$2.62K
|
-28
|
-0%
|
|
|
18
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$16.8M
|
+$926K
|
+9,903
|
+6%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$13.3M
|
+$1.47M
|
+15,748
|
+12%
|
|
|
20
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$13M
|
-$194K
|
-2,069
|
-1%
|
|
|
21
|
United Capital Financial Advisors
Irving,
Texas
|
$11M
|
+$1.16M
|
+12,395
|
+12%
|
|
|
22
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$10.9M
|
+$10.9M
|
+116,784
|
New
|
|
|
23
|
M&T Bank
Buffalo,
New York
|
$10.4M
|
-$403K
|
-4,311
|
-4%
|
|
|
24
|
Alesco Advisors
Pittsford,
New York
|
$8.49M
|
-$270K
|
-2,885
|
-3%
|
|
|
25
|
Global Financial Private Capital
Sarasota,
Florida
|
$7.63M
|
+$559K
|
+5,972
|
+8%
|
|
