|
1
|
Bank of America
Charlotte,
North Carolina
|
$1B
|
-$967M
|
-9,208,604
|
-48%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$752M
|
-$12.6M
|
-119,629
|
-2%
|
|
|
3
|
Vanguard Group
Malvern,
Pennsylvania
|
$659M
|
+$50.5M
|
+480,594
|
+8%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$639M
|
+$16.7M
|
+158,682
|
+3%
|
|
|
5
|
Windhaven Investment Management
Boston,
Massachusetts
|
$549M
|
-$47.1M
|
-448,692
|
-7%
|
|
|
6
|
|
$465M
|
+$29.9M
|
+284,827
|
+6%
|
|
|
7
|
Wealthfront
Palo Alto,
California
|
$376M
|
-$16.7M
|
-158,949
|
-4%
|
|
|
8
|
Wealthcare Capital Management
Richmond,
Virginia
|
$346M
|
+$6.32M
|
+60,209
|
+2%
|
|
|
9
|
Portfolio Solutions
Royal Oak,
Michigan
|
$321M
|
-$9.3M
|
-88,544
|
-3%
|
|
|
10
|
|
$320M
|
+$40.1M
|
+381,551
|
+13%
|
|
|
11
|
Novo Holdings A/S
Hellerup,
Denmark
|
$294M
|
–
|
–
|
–
|
|
|
12
|
|
$288M
|
+$2.01M
|
+19,113
|
+0.7%
|
|
|
13
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$252M
|
+$16.6M
|
+157,793
|
+7%
|
|
|
14
|
Aegon USA Investment Management
Cedar Rapids,
Iowa
|
$251M
|
-$3.09B
|
-29,462,126
|
Closed
|
|
|
15
|
Truepoint Inc
Cincinnati,
Ohio
|
$227M
|
+$486K
|
+4,632
|
+0.2%
|
|
|
16
|
Homrich & Berg
Atlanta,
Georgia
|
$221M
|
+$3.73M
|
+35,506
|
+2%
|
|
|
17
|
US Bancorp
Minneapolis,
Minnesota
|
$202M
|
+$21.7M
|
+207,129
|
+11%
|
|
|
18
|
Morningstar Investment Services
Chicago,
Illinois
|
$191M
|
+$33.3M
|
+317,673
|
+20%
|
|
|
19
|
Ballentine Partners
Waltham,
Massachusetts
|
$173M
|
+$8.38M
|
+79,854
|
+5%
|
|
|
20
|
Summit Equities
Parsippany,
New Jersey
|
$156M
|
+$6.39M
|
+60,899
|
+4%
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$137M
|
+$1.8M
|
+17,107
|
+1%
|
|
|
22
|
Allworth Financial
Folsom,
California
|
$132M
|
+$2.68M
|
+25,502
|
+2%
|
|
|
23
|
Provida Pension Fund Administrator
Las Condes, Santiago,
Chile
|
$131M
|
–
|
–
|
–
|
|
|
24
|
Northern Trust
Chicago,
Illinois
|
$129M
|
+$41.9M
|
+399,003
|
+44%
|
|
|
25
|
Gibson Capital
Wexford,
Pennsylvania
|
$125M
|
-$3.43M
|
-32,720
|
-3%
|
|
