|
1
|
Wells Fargo
San Francisco,
California
|
$1.36B
|
+$70.3M
|
+1,669,243
|
+5%
|
|
|
2
|
US Bancorp
Minneapolis,
Minnesota
|
$277M
|
+$4.3M
|
+102,157
|
+2%
|
|
|
3
|
|
$227M
|
+$25.1M
|
+596,621
|
+12%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$191M
|
+$68.4M
|
+1,624,272
|
+54%
|
|
|
5
|
State Street
Boston,
Massachusetts
|
$133M
|
-$957K
|
-22,709
|
-0.7%
|
|
|
6
|
Northern Trust
Chicago,
Illinois
|
$110M
|
+$5.75M
|
+136,536
|
+5%
|
|
|
7
|
Valmark Advisers
Akron,
Ohio
|
$107M
|
+$10.7M
|
+253,974
|
+11%
|
|
|
8
|
|
$66.8M
|
-$1.44M
|
-34,142
|
-2%
|
|
|
9
|
Fidelity Investments
Boston,
Massachusetts
|
$63M
|
-$70.6K
|
-1,676
|
-0.1%
|
|
|
10
|
Aegon USA Investment Management
Cedar Rapids,
Iowa
|
$52.5M
|
-$919K
|
-21,807
|
-2%
|
|
|
11
|
Aspiriant LLC
Los Angeles,
California
|
$49.6M
|
-$46.2M
|
-1,095,681
|
-48%
|
|
|
12
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$40M
|
+$3.67M
|
+87,049
|
+10%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$38.5M
|
-$7.59M
|
-180,166
|
-16%
|
|
|
14
|
Gibson Capital
Wexford,
Pennsylvania
|
$37.6M
|
+$199K
|
+4,713
|
+0.5%
|
|
|
15
|
Windham Capital Management
Boston,
Massachusetts
|
$33.3M
|
+$5.32M
|
+126,289
|
+19%
|
|
|
16
|
Tactical Allocation Group
Birmingham,
Michigan
|
$32.1M
|
-$3.12M
|
-73,964
|
-9%
|
|
|
17
|
BOK Financial Private Wealth
Denver,
Colorado
|
$29.9M
|
+$1.5M
|
+35,524
|
+5%
|
|
|
18
|
|
$27.7M
|
+$15.4M
|
+365,782
|
+119%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$23.8M
|
-$3.04M
|
-72,146
|
-11%
|
|
|
20
|
Alesco Advisors
Pittsford,
New York
|
$23.7M
|
+$1.3M
|
+30,873
|
+6%
|
|
|
21
|
AssetMark Inc
Concord,
California
|
$20.7M
|
+$6.54M
|
+155,288
|
+45%
|
|
|
22
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$19.7M
|
+$1.11M
|
+26,230
|
+6%
|
|
|
23
|
United Services Automobile Association
San Antonio,
Texas
|
$15.7M
|
–
|
–
|
–
|
|
|
24
|
Connable Office Inc
Kalamazoo,
Michigan
|
$10M
|
-$3.36M
|
-79,672
|
-25%
|
|
|
25
|
TD Ameritrade Trust
Denver,
Colorado
|
$9.69M
|
+$946K
|
+22,446
|
+10%
|
|
