|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$369M
|
+$38.1M
|
+1,268,984
|
+11%
|
|
|
2
|
Municipal Employees' Retirement System of Michigan
Lansing,
Michigan
|
$117M
|
+$117M
|
+3,892,251
|
New
|
|
|
3
|
State Street
Boston,
Massachusetts
|
$85.2M
|
-$5.67M
|
-188,953
|
-6%
|
|
|
4
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$69.8M
|
–
|
–
|
–
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$50.6M
|
-$539K
|
-17,961
|
-1%
|
|
|
6
|
|
$35.1M
|
+$7.19M
|
+239,591
|
+26%
|
|
|
7
|
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
|
$32.6M
|
+$4.02M
|
+133,953
|
+14%
|
|
|
8
|
|
$31.7M
|
+$17.2M
|
+573,941
|
+118%
|
|
|
9
|
Telemus Capital
Southfield,
Michigan
|
$29.6M
|
+$4.95M
|
+164,921
|
+20%
|
|
|
10
|
Cerity Partners OCIO
New York
|
$25.8M
|
+$25.4M
|
+847,021
|
+8,326%
|
|
|
11
|
Brouwer & Janachowski
Mill Valley,
California
|
$23.5M
|
+$131K
|
+4,371
|
+0.6%
|
|
|
12
|
Arax Advisory Partners
Denver,
Colorado
|
$20.3M
|
+$786K
|
+26,196
|
+4%
|
|
|
13
|
Relative Value Partners Group
|
$17.9M
|
+$5.94M
|
+198,104
|
+50%
|
|
|
14
|
Manning & Napier Group
Fairport,
New York
|
$17.8M
|
–
|
–
|
–
|
|
|
15
|
Allen Capital Group
Grand Island,
Nebraska
|
$17.2M
|
+$1.25M
|
+41,598
|
+8%
|
|
|
16
|
Stonehearth Capital Management
Danvers,
Massachusetts
|
$16.2M
|
+$594K
|
+19,819
|
+4%
|
|
|
17
|
Focused Wealth Management
Newburgh,
New York
|
$14.4M
|
+$1.87M
|
+62,456
|
+15%
|
|
|
18
|
Bank of America
Charlotte,
North Carolina
|
$13.9M
|
+$4.25M
|
+141,812
|
+44%
|
|
|
19
|
Willow Creek Wealth Management
Sebastopol,
California
|
$12.1M
|
+$646K
|
+21,528
|
+6%
|
|
|
20
|
Hikari Power
Tokyo,
Japan
|
$11.3M
|
–
|
–
|
–
|
|
|
21
|
Aries Wealth Management
Portland,
Maine
|
$11M
|
+$1.83M
|
+60,900
|
+20%
|
|
|
22
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$10.5M
|
+$130K
|
+4,335
|
+1%
|
|
|
23
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$10.3M
|
+$10.4M
|
+345,199
|
New
|
|
|
24
|
Signet Financial Management
Parsippany,
New Jersey
|
$10.2M
|
+$50.9K
|
+1,698
|
+0.5%
|
|
|
25
|
TPG Financial Advisors
Portland,
Oregon
|
$10.1M
|
+$71.8K
|
+2,395
|
+0.7%
|
|
