|
1
|
Northern Trust
Chicago,
Illinois
|
$771M
|
-$21.5M
|
-377,954
|
-3%
|
|
|
2
|
First Command Advisory Services
Fort Worth,
Texas
|
$300M
|
+$288M
|
+5,066,988
|
New
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$275M
|
+$254M
|
+4,464,453
|
+2,450%
|
|
|
4
|
Pure Financial Advisors
San Diego,
California
|
$121M
|
+$5.5M
|
+96,855
|
+5%
|
|
|
5
|
Oxford Financial Group
Carmel,
Indiana
|
$107M
|
+$6.17M
|
+108,646
|
+6%
|
|
|
6
|
Hackensack Meridian Health
Edison,
New Jersey
|
$95.1M
|
–
|
–
|
–
|
|
|
7
|
Johns Hopkins University
Baltimore,
Maryland
|
$93.1M
|
–
|
–
|
–
|
|
|
8
|
|
$62.9M
|
–
|
–
|
–
|
|
|
9
|
|
$62.9M
|
-$5.45M
|
-95,919
|
-8%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$57.6M
|
+$382K
|
+6,725
|
+0.7%
|
|
|
11
|
NEPC LLC
Boston,
Massachusetts
|
$43.3M
|
-$7.4M
|
-130,243
|
-15%
|
|
|
12
|
Fidelity Investments
Boston,
Massachusetts
|
$35.8M
|
+$13.2M
|
+232,983
|
+63%
|
|
|
13
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$32.8M
|
+$7.11M
|
+125,052
|
+29%
|
|
|
14
|
|
$32.4M
|
-$913K
|
-16,065
|
-3%
|
|
|
15
|
AllianceBernstein
Nashville,
Tennessee
|
$29.7M
|
+$890K
|
+15,665
|
+3%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$25.9M
|
+$620K
|
+10,912
|
+3%
|
|
|
17
|
Raymond James Financial
St Petersburg,
Florida
|
$25M
|
-$2.58M
|
-45,468
|
-10%
|
|
|
18
|
Cornerstone Partners Capital Management
Charlottesville,
Virginia
|
$20.9M
|
–
|
–
|
–
|
|
|
19
|
Charles Schwab
San Francisco,
California
|
$20.4M
|
-$210K
|
-3,696
|
-1%
|
|
|
20
|
Cambridge Associates
Boston,
Massachusetts
|
$19.4M
|
+$1.01M
|
+17,757
|
+6%
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$18.4M
|
+$2.38M
|
+41,817
|
+16%
|
|
|
22
|
Sendero Wealth Management
San Antonio,
Texas
|
$17.8M
|
-$3.53M
|
-62,098
|
-17%
|
|
|
23
|
Bank of New York Mellon
New York
|
$15.9M
|
-$1.04M
|
-18,273
|
-6%
|
|
|
24
|
Prairiewood Capital
Fargo,
North Dakota
|
$14.4M
|
+$887K
|
+15,615
|
+7%
|
|
|
25
|
Principal Financial Group
Des Moines,
Iowa
|
$13M
|
-$3.31M
|
-58,250
|
-21%
|
|
