|
1
|
Arizona State Retirement System
Phoenix,
Arizona
|
$141M
|
–
|
–
|
–
|
|
|
2
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$119M
|
+$29.1M
|
+448,445
|
+32%
|
|
|
3
|
United Services Automobile Association
San Antonio,
Texas
|
$115M
|
-$2.59M
|
-40,000
|
-2%
|
|
|
4
|
BOK Financial Private Wealth
Denver,
Colorado
|
$84.2M
|
-$184K
|
-2,833
|
-0.2%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$57.3M
|
+$8.27M
|
+127,698
|
+17%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$47.2M
|
+$28.3M
|
+436,783
|
+148%
|
|
|
7
|
Bank of New York Mellon
New York
|
$46.5M
|
+$6.32M
|
+97,480
|
+16%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$35.7M
|
+$4.8M
|
+74,121
|
+15%
|
|
|
9
|
Accredited Investors
Edina,
Minnesota
|
$34.1M
|
+$802K
|
+12,375
|
+2%
|
|
|
10
|
|
$27.5M
|
+$13.7M
|
+211,537
|
+99%
|
|
|
11
|
Allianz Asset Management
Munich,
Germany
|
$26.3M
|
+$3.94M
|
+60,860
|
+18%
|
|
|
12
|
Stonehearth Capital Management
Danvers,
Massachusetts
|
$14.3M
|
-$280K
|
-4,317
|
-2%
|
|
|
13
|
TD Capital Management
Memphis,
Tennessee
|
$14.2M
|
+$3.79M
|
+58,469
|
+36%
|
|
|
14
|
D.A. Davidson & Co
Great Falls,
Montana
|
$14.1M
|
+$766K
|
+11,829
|
+6%
|
|
|
15
|
Cerity Partners OCIO
New York
|
$12.8M
|
+$781K
|
+12,056
|
+6%
|
|
|
16
|
TMD & Associates
Scottsdale,
Arizona
|
$12.2M
|
+$12.2M
|
+188,737
|
New
|
|
|
17
|
Baker Avenue Asset Management
San Francisco,
California
|
$11.7M
|
+$11.8M
|
+181,882
|
New
|
|
|
18
|
Credit Agricole
Montrouge Cedex,
France
|
$11.4M
|
+$1.17M
|
+18,094
|
+11%
|
|
|
19
|
BlackRock Institutional Trust
San Francisco,
California
|
$11M
|
-$110K
|
-1,700
|
-1%
|
|
|
20
|
Foster Dykema Cabot & Co
Waltham,
Massachusetts
|
$10.6M
|
+$1.34M
|
+20,623
|
+14%
|
|
|
21
|
Bainco International Investors
Boston,
Massachusetts
|
$9.57M
|
+$241K
|
+3,720
|
+3%
|
|
|
22
|
US Bancorp
Minneapolis,
Minnesota
|
$8.19M
|
+$3.54M
|
+54,647
|
+76%
|
|
|
23
|
Tarbox Family Office
Newport Beach,
California
|
$5.97M
|
+$4.71M
|
+72,636
|
+366%
|
|
|
24
|
Institute for Wealth Management
Denver,
Colorado
|
$5.54M
|
+$2.42M
|
+37,386
|
+77%
|
|
|
25
|
Montecito Bank & Trust
Santa Barbara,
California
|
$5.39M
|
+$5.41M
|
+83,505
|
New
|
|
