|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$73.7M
|
+$676K
|
+7,348
|
+0.9%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$72.7M
|
-$7.27M
|
-78,965
|
-9%
|
|
|
3
|
State of Tennessee, Department of Treasury
Nashville,
Tennessee
|
$70.8M
|
+$5.01M
|
+54,400
|
+8%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$61.9M
|
-$21.3M
|
-231,856
|
-25%
|
|
|
5
|
|
$40.7M
|
+$41M
|
+445,500
|
New
|
|
|
6
|
United Services Automobile Association
San Antonio,
Texas
|
$36.2M
|
–
|
–
|
–
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$36.2M
|
+$3.94M
|
+42,752
|
+12%
|
|
|
8
|
|
$31.6M
|
+$1.84M
|
+19,956
|
+6%
|
|
|
9
|
Stifel Financial
St. Louis,
Missouri
|
$27.2M
|
-$5.54M
|
-60,224
|
-17%
|
|
|
10
|
Diana Davis Spencer Foundation
Bethesda,
Maryland
|
$26.5M
|
–
|
–
|
–
|
|
|
11
|
Nisa Investment Advisors
St. Louis,
Missouri
|
$21.1M
|
-$1.14M
|
-12,410
|
-5%
|
|
|
12
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$16.7M
|
-$800K
|
-8,695
|
-5%
|
|
|
13
|
Vanguard Group
Malvern,
Pennsylvania
|
$14.6M
|
+$5.52M
|
+59,965
|
+60%
|
|
|
14
|
|
$14.2M
|
+$697K
|
+7,568
|
+5%
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$13.8M
|
-$18.3M
|
-198,495
|
-57%
|
|
|
16
|
Stableford Capital II
Scottsdale,
Arizona
|
$12M
|
+$6.22M
|
+67,518
|
+106%
|
|
|
17
|
Bank of New York Mellon
New York
|
$12M
|
+$3.58M
|
+38,898
|
+42%
|
|
|
18
|
Allianz Asset Management
Munich,
Germany
|
$11.1M
|
+$3.25M
|
+35,270
|
+41%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$10.3M
|
+$2.06M
|
+22,344
|
+25%
|
|
|
20
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$10M
|
+$1.4M
|
+15,233
|
+16%
|
|
|
21
|
Estate Counselors
Thiensville,
Wisconsin
|
$9.78M
|
+$828K
|
+8,990
|
+9%
|
|
|
22
|
|
$6.83M
|
-$37.6M
|
-408,733
|
-85%
|
|
|
23
|
Providence First Trust
Scottsdale,
Arizona
|
$6.27M
|
+$682K
|
+7,412
|
+12%
|
|
|
24
|
|
$6.11M
|
+$420K
|
+4,565
|
+7%
|
|
|
25
|
State Street
Boston,
Massachusetts
|
$5.8M
|
–
|
–
|
–
|
|
