|
1
|
Wells Fargo
San Francisco,
California
|
$304M
|
+$131M
|
+6,475,563
|
+73%
|
|
|
2
|
SEI Investments
Oaks,
Pennsylvania
|
$195M
|
+$4.6M
|
+228,262
|
+2%
|
|
|
3
|
Metis Global Partners
San Diego,
California
|
$120M
|
+$5.96M
|
+295,685
|
+5%
|
|
|
4
|
Cerity Partners OCIO
New York
|
$60.3M
|
–
|
–
|
–
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$39.7M
|
+$6.95M
|
+344,569
|
+21%
|
|
|
6
|
NEPC LLC
Boston,
Massachusetts
|
$37.2M
|
+$8.77M
|
+434,926
|
+30%
|
|
|
7
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$30.1M
|
+$10.2M
|
+504,309
|
+49%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$27.2M
|
+$6.4M
|
+317,265
|
+30%
|
|
|
9
|
Great Lakes Advisors
Chicago,
Illinois
|
$24M
|
+$1.96M
|
+97,018
|
+9%
|
|
|
10
|
|
$23.3M
|
-$745K
|
-36,953
|
-3%
|
|
|
11
|
Lockheed Martin Investment Management
Bethesda,
Maryland
|
$19.5M
|
+$19.9M
|
+988,100
|
New
|
|
|
12
|
MCF Advisors
Covington,
Kentucky
|
$19M
|
+$1.08M
|
+53,417
|
+6%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$12.7M
|
+$5.35M
|
+265,510
|
+70%
|
|
|
14
|
Payne Capital Management
New York
|
$12.2M
|
+$12.5M
|
+620,238
|
New
|
|
|
15
|
Cresset Asset Management
Chicago,
Illinois
|
$11.9M
|
+$158K
|
+7,847
|
+1%
|
|
|
16
|
Stifel Financial
St. Louis,
Missouri
|
$9.95M
|
+$658K
|
+32,665
|
+7%
|
|
|
17
|
Penserra Capital Management
Orinda,
California
|
$8.95M
|
+$56K
|
+2,776
|
+0.6%
|
|
|
18
|
Mason Street Advisors
Milwaukee,
Wisconsin
|
$6.02M
|
-$14.6M
|
-724,700
|
-70%
|
|
|
19
|
Upper Left Wealth Management
Tampa,
Florida
|
$5.39M
|
+$253K
|
+12,536
|
+5%
|
|
|
20
|
Hart & Patterson Financial Group
Amherst,
Massachusetts
|
$5.35M
|
+$144K
|
+7,142
|
+3%
|
|
|
21
|
Truist Financial
Charlotte,
North Carolina
|
$5.29M
|
-$11.2K
|
-555
|
-0.2%
|
|
|
22
|
Disciplina Capital Management
Nashville,
Tennessee
|
$4.94M
|
-$132K
|
-6,527
|
-3%
|
|
|
23
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$4.89M
|
+$190K
|
+9,421
|
+4%
|
|
|
24
|
Blue Trust Inc
Alpharetta,
Georgia
|
$4.56M
|
+$3.67M
|
+181,982
|
+371%
|
|
|
25
|
Pitcairn
Conshohocken,
Pennsylvania
|
$3.79M
|
+$3.87M
|
+191,966
|
New
|
|
