|
1
|
Bank of America
Charlotte,
North Carolina
|
$267M
|
+$6.24M
|
+106,486
|
+2%
|
|
|
2
|
BlackRock Institutional Trust
San Francisco,
California
|
$194M
|
+$3.02M
|
+51,558
|
+2%
|
|
|
3
|
|
$108M
|
-$4.44M
|
-75,781
|
-4%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$66.6M
|
+$68.9M
|
+1,176,291
|
New
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$52.2M
|
-$1.24M
|
-21,239
|
-2%
|
|
|
6
|
Ronald Blue & Co
Roswell,
Georgia
|
$41.8M
|
-$194K
|
-3,305
|
-0.4%
|
|
|
7
|
|
$39.3M
|
+$3.06M
|
+52,230
|
+8%
|
|
|
8
|
Credit Suisse
Zurich,
Switzerland
|
$34M
|
+$35.1M
|
+600,000
|
New
|
|
|
9
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$24.6M
|
+$2.5M
|
+42,670
|
+11%
|
|
|
10
|
Lazard Asset Management
New York
|
$21.6M
|
+$22.3M
|
+380,111
|
+23,037%
|
|
|
11
|
Wharton Business Group
Malvern,
Pennsylvania
|
$18.6M
|
-$24.9M
|
-424,910
|
-56%
|
|
|
12
|
Kiwi Wealth Investments Limited Partnership
Wellington,
New Zealand
|
$16M
|
+$2.78M
|
+47,455
|
+20%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$15.7M
|
-$14.9M
|
-255,218
|
-48%
|
|
|
14
|
BlackRock Group
London,
United Kingdom
|
$12.7M
|
–
|
–
|
–
|
|
|
15
|
Community Trust & Investment
Versailles,
Kentucky
|
$10.4M
|
-$719K
|
-12,274
|
-6%
|
|
|
16
|
Mutual of America Capital Management
New York
|
$9.6M
|
+$537K
|
+9,166
|
+6%
|
|
|
17
|
Quantitative Advantage
Minnetonka,
Minnesota
|
$9.32M
|
-$9.31M
|
-158,936
|
-49%
|
|
|
18
|
Mariner
Overland Park,
Kansas
|
$8.66M
|
-$862K
|
-14,713
|
-9%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.71M
|
+$2.12M
|
+36,215
|
+36%
|
|
|
20
|
LVZ Inc
Holland,
Michigan
|
$7.36M
|
-$321K
|
-5,474
|
-4%
|
|
|
21
|
Ameriprise
Minneapolis,
Minnesota
|
$7.14M
|
+$498K
|
+8,506
|
+7%
|
|
|
22
|
First National Bank of Hutchinson
Hutchinson,
Kansas
|
$6.38M
|
-$26.4K
|
-450
|
-0.4%
|
|
|
23
|
Cerity Partners OCIO
New York
|
$5.72M
|
+$4.93M
|
+84,187
|
+499%
|
|
|
24
|
Neumann Capital Management
Foster City,
California
|
$5.62M
|
+$5.82M
|
+99,296
|
New
|
|
|
25
|
|
$5.57M
|
-$1.72M
|
-29,287
|
-23%
|
|
