|
1
|
Wells Fargo
San Francisco,
California
|
$1.44B
|
+$81.8M
|
+2,012,027
|
+6%
|
|
|
2
|
|
$253M
|
+$26.4M
|
+650,606
|
+12%
|
|
|
3
|
US Bancorp
Minneapolis,
Minnesota
|
$225M
|
-$51.1M
|
-1,258,530
|
-19%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$223M
|
+$31.8M
|
+781,639
|
+17%
|
|
|
5
|
Northern Trust
Chicago,
Illinois
|
$114M
|
+$3.76M
|
+92,476
|
+3%
|
|
|
6
|
Valmark Advisers
Akron,
Ohio
|
$113M
|
+$6.56M
|
+161,567
|
+6%
|
|
|
7
|
State Street
Boston,
Massachusetts
|
$107M
|
-$25.6M
|
-629,159
|
-20%
|
|
|
8
|
|
$67.3M
|
+$535K
|
+13,158
|
+0.8%
|
|
|
9
|
Fidelity Investments
Boston,
Massachusetts
|
$63.1M
|
+$152K
|
+3,729
|
+0.2%
|
|
|
10
|
Aspiriant LLC
Los Angeles,
California
|
$52.8M
|
+$3.14M
|
+77,307
|
+6%
|
|
|
11
|
Aegon USA Investment Management
Cedar Rapids,
Iowa
|
$50M
|
-$2.34M
|
-57,532
|
-5%
|
|
|
12
|
|
$47M
|
+$19M
|
+467,962
|
+69%
|
|
|
13
|
Windham Capital Management
Boston,
Massachusetts
|
$47M
|
+$13.6M
|
+333,824
|
+41%
|
|
|
14
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$43.4M
|
+$3.35M
|
+82,376
|
+8%
|
|
|
15
|
BOK Financial Private Wealth
Denver,
Colorado
|
$30.7M
|
+$823K
|
+20,255
|
+3%
|
|
|
16
|
Alesco Advisors
Pittsford,
New York
|
$24.3M
|
+$677K
|
+16,668
|
+3%
|
|
|
17
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$21.8M
|
+$2.1M
|
+51,676
|
+11%
|
|
|
18
|
Gibson Capital
Wexford,
Pennsylvania
|
$17.4M
|
-$19.8M
|
-488,099
|
-54%
|
|
|
19
|
AssetMark Inc
Concord,
California
|
$16.5M
|
-$4.16M
|
-102,471
|
-20%
|
|
|
20
|
United Services Automobile Association
San Antonio,
Texas
|
$15.7M
|
–
|
–
|
–
|
|
|
21
|
Credit Suisse
Zurich,
Switzerland
|
$15.5M
|
+$6.55M
|
+161,128
|
+74%
|
|
|
22
|
|
$12.4M
|
+$4.16M
|
+102,462
|
+52%
|
|
|
23
|
TD Ameritrade Trust
Denver,
Colorado
|
$10.3M
|
+$554K
|
+13,629
|
+6%
|
|
|
24
|
Connable Office Inc
Kalamazoo,
Michigan
|
$9.84M
|
-$149K
|
-3,679
|
-2%
|
|
|
25
|
Emerson Investment Management
Boston,
Massachusetts
|
$8.55M
|
+$66.6K
|
+1,640
|
+0.8%
|
|
