|
1
|
TIAA FSB
Jacksonville,
Florida
|
$517M
|
+$9.1M
|
+95,947
|
+2%
|
|
|
2
|
Northern Trust
Chicago,
Illinois
|
$249M
|
-$14.3M
|
-150,721
|
-5%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$245M
|
-$23.5M
|
-247,574
|
-9%
|
|
|
4
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$83.1M
|
+$913K
|
+9,620
|
+1%
|
|
|
5
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$74.9M
|
-$2.19M
|
-23,040
|
-3%
|
|
|
6
|
State Street
Boston,
Massachusetts
|
$74M
|
+$46.5M
|
+490,612
|
+162%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$68.8M
|
-$7.18M
|
-75,691
|
-9%
|
|
|
8
|
|
$67.4M
|
+$13M
|
+136,753
|
+23%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$56.4M
|
+$3.93M
|
+41,473
|
+39%
|
|
|
10
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$32.4M
|
+$2.34M
|
+24,717
|
+8%
|
|
|
11
|
|
$25.3M
|
-$156K
|
-1,646
|
-0.6%
|
|
|
12
|
Suntrust Banks
Atlanta,
Georgia
|
$24.8M
|
-$856K
|
-9,025
|
-3%
|
|
|
13
|
Creative Planning
Overland Park,
Kansas
|
$22.6M
|
-$1.03M
|
-10,809
|
-4%
|
|
|
14
|
AssetMark Inc
Concord,
California
|
$21.1M
|
+$14.2M
|
+150,129
|
+197%
|
|
|
15
|
|
$19.3M
|
-$862K
|
-9,082
|
-4%
|
|
|
16
|
|
$14.4M
|
-$3.58M
|
-37,695
|
-20%
|
|
|
17
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$13M
|
+$106K
|
+1,114
|
+0.8%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$12.4M
|
-$54.8K
|
-578
|
-0.4%
|
|
|
19
|
Franklin Resources
San Mateo,
California
|
$10.8M
|
–
|
–
|
–
|
|
|
20
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$10.6M
|
-$57K
|
-601
|
-0.5%
|
|
|
21
|
Global Financial Private Capital
Sarasota,
Florida
|
$10.4M
|
+$8.94M
|
+94,189
|
+558%
|
|
|
22
|
MML Investors Services
Springfield,
Massachusetts
|
$8.94M
|
+$617K
|
+6,505
|
+7%
|
|
|
23
|
LPL Financial
San Diego,
California
|
$7.44M
|
+$176K
|
+1,858
|
+2%
|
|
|
24
|
M&T Bank
Buffalo,
New York
|
$7.19M
|
-$2.85K
|
-30
|
-0%
|
|
|
25
|
Alesco Advisors
Pittsford,
New York
|
$6.85M
|
-$161K
|
-1,697
|
-2%
|
|
