|
1
|
Wells Fargo
San Francisco,
California
|
$1.59B
|
+$39.3M
|
+909,946
|
+3%
|
|
|
2
|
|
$305M
|
+$31.6M
|
+730,747
|
+12%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$269M
|
+$29.4M
|
+679,588
|
+13%
|
|
|
4
|
State Street
Boston,
Massachusetts
|
$208M
|
+$90.9M
|
+2,103,207
|
+81%
|
|
|
5
|
US Bancorp
Minneapolis,
Minnesota
|
$198M
|
-$42.6M
|
-985,915
|
-18%
|
|
|
6
|
Valmark Advisers
Akron,
Ohio
|
$124M
|
+$1.79M
|
+41,378
|
+2%
|
|
|
7
|
Northern Trust
Chicago,
Illinois
|
$121M
|
-$1.71M
|
-39,599
|
-1%
|
|
|
8
|
|
$86.1M
|
+$13.4M
|
+310,385
|
+19%
|
|
|
9
|
Windham Capital Management
Boston,
Massachusetts
|
$69.9M
|
+$18.9M
|
+438,021
|
+38%
|
|
|
10
|
Fidelity Investments
Boston,
Massachusetts
|
$67.6M
|
-$178K
|
-4,111
|
-0.3%
|
|
|
11
|
Aspiriant LLC
Los Angeles,
California
|
$57.8M
|
+$1.1M
|
+25,517
|
+2%
|
|
|
12
|
|
$57.5M
|
+$6.85M
|
+158,603
|
+14%
|
|
|
13
|
Aegon USA Investment Management
Cedar Rapids,
Iowa
|
$46.9M
|
-$6.72M
|
-155,413
|
-13%
|
|
|
14
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$46.8M
|
+$141K
|
+3,261
|
+0.3%
|
|
|
15
|
BOK Financial Private Wealth
Denver,
Colorado
|
$33.3M
|
+$340K
|
+7,865
|
+1%
|
|
|
16
|
Credit Suisse
Zurich,
Switzerland
|
$27.1M
|
+$10.1M
|
+233,947
|
+62%
|
|
|
17
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$25.1M
|
+$1.62M
|
+37,471
|
+7%
|
|
|
18
|
AssetMark Inc
Concord,
California
|
$24.8M
|
+$6.93M
|
+160,291
|
+40%
|
|
|
19
|
United Services Automobile Association
San Antonio,
Texas
|
$18M
|
+$1.12M
|
+25,905
|
+7%
|
|
|
20
|
Gibson Capital
Wexford,
Pennsylvania
|
$18M
|
-$759K
|
-17,576
|
-4%
|
|
|
21
|
Alesco Advisors
Pittsford,
New York
|
$16.6M
|
-$9.28M
|
-214,847
|
-36%
|
|
|
22
|
|
$14.7M
|
+$1.32M
|
+30,528
|
+10%
|
|
|
23
|
HSBC Holdings
London,
United Kingdom
|
$13.9M
|
+$7.26M
|
+168,000
|
+115%
|
|
|
24
|
TD Ameritrade Trust
Denver,
Colorado
|
$11M
|
-$153K
|
-3,550
|
-1%
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.7M
|
+$3.88M
|
+89,844
|
+59%
|
|
