|
1
|
TIAA FSB
Jacksonville,
Florida
|
$477M
|
-$56.4K
|
-617
|
-0%
|
|
|
2
|
Northern Trust
Chicago,
Illinois
|
$228M
|
-$956K
|
-10,457
|
-0.4%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$211M
|
-$16.7M
|
-182,599
|
-7%
|
|
|
4
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$172M
|
+$109M
|
+1,196,445
|
+149%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$111M
|
+$116M
|
+1,267,750
|
+4,755%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$78.1M
|
+$15.6M
|
+170,865
|
+23%
|
|
|
7
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$77.3M
|
+$630K
|
+6,896
|
+0.8%
|
|
|
8
|
Balentine LLC
Atlanta,
Georgia
|
$69.6M
|
+$74M
|
+808,994
|
New
|
|
|
9
|
State Street
Boston,
Massachusetts
|
$65.6M
|
-$2.89M
|
-31,573
|
-4%
|
|
|
10
|
|
$45.5M
|
-$17.7M
|
-193,375
|
-27%
|
|
|
11
|
Parametric Portfolio Associates
Seattle,
Washington
|
$44.6M
|
+$47.4M
|
+518,183
|
New
|
|
|
12
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$42.6M
|
+$13.5M
|
+148,101
|
+43%
|
|
|
13
|
|
$24.6M
|
+$1.28M
|
+14,043
|
+5%
|
|
|
14
|
Suntrust Banks
Atlanta,
Georgia
|
$23.7M
|
+$898K
|
+9,822
|
+4%
|
|
|
15
|
|
$20.6M
|
+$2.94M
|
+32,107
|
+16%
|
|
|
16
|
Creative Planning
Overland Park,
Kansas
|
$19.9M
|
-$941K
|
-10,298
|
-4%
|
|
|
17
|
AssetMark Inc
Concord,
California
|
$18M
|
-$1.53M
|
-16,763
|
-7%
|
|
|
18
|
|
$14M
|
+$747K
|
+8,168
|
+5%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$13.4M
|
+$2.03M
|
+22,209
|
+17%
|
|
|
20
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$10.2M
|
+$481K
|
+5,258
|
+5%
|
|
|
21
|
Franklin Resources
San Mateo,
California
|
$9.96M
|
–
|
–
|
–
|
|
|
22
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$8.68M
|
+$9.23M
|
+100,924
|
New
|
|
|
23
|
MML Investors Services
Springfield,
Massachusetts
|
$8.56M
|
+$342K
|
+3,743
|
+4%
|
|
|
24
|
Global Financial Private Capital
Sarasota,
Florida
|
$7.59M
|
-$2.09M
|
-22,824
|
-21%
|
|
|
25
|
LPL Financial
San Diego,
California
|
$6.78M
|
-$83K
|
-908
|
-1%
|
|
