|
1
|
|
$2.98B
|
-$304M
|
-5,264,676
|
-9%
|
|
|
2
|
|
$2.34B
|
+$1.23B
|
+21,222,109
|
+113%
|
|
|
3
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$375M
|
+$1.2M
|
+20,759
|
+0.3%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$374M
|
-$32.2M
|
-557,373
|
-8%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$364M
|
+$26.6M
|
+459,753
|
+8%
|
|
|
6
|
Municipal Employees' Retirement System of Michigan
Lansing,
Michigan
|
$251M
|
-$12.2M
|
-211,558
|
-5%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$250M
|
+$15.8M
|
+273,778
|
+7%
|
|
|
8
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$236M
|
+$32.5M
|
+561,781
|
+16%
|
|
|
9
|
State Street
Boston,
Massachusetts
|
$233M
|
-$173M
|
-3,000,000
|
-43%
|
|
|
10
|
M&T Bank
Buffalo,
New York
|
$230M
|
+$14.5M
|
+251,065
|
+7%
|
|
|
11
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$226M
|
+$18.3M
|
+315,883
|
+9%
|
|
|
12
|
SCS Capital Management
Boston,
Massachusetts
|
$225M
|
-$4.94M
|
-85,464
|
-2%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$215M
|
+$70.3M
|
+1,216,421
|
+49%
|
|
|
14
|
|
$213M
|
-$62.7M
|
-1,084,293
|
-23%
|
|
|
15
|
Northern Trust
Chicago,
Illinois
|
$188M
|
+$97.3M
|
+1,683,535
|
+109%
|
|
|
16
|
Blue Trust Inc
Alpharetta,
Georgia
|
$166M
|
-$56M
|
-968,969
|
-25%
|
|
|
17
|
Charles Schwab
San Francisco,
California
|
$146M
|
-$20.1M
|
-347,767
|
-12%
|
|
|
18
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$141M
|
+$11.2M
|
+193,435
|
+9%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$138M
|
-$5.01M
|
-86,752
|
-4%
|
|
|
20
|
Valmark Advisers
Akron,
Ohio
|
$128M
|
+$9.07M
|
+156,959
|
+8%
|
|
|
21
|
AE Wealth Management
Topeka,
Kansas
|
$128M
|
+$20.5M
|
+354,966
|
+19%
|
|
|
22
|
Money Design
Tokyo,
Japan
|
$127M
|
+$11.7M
|
+203,220
|
+10%
|
|
|
23
|
LPL Financial
San Diego,
California
|
$112M
|
+$4.96M
|
+85,877
|
+5%
|
|
|
24
|
NEPC LLC
Boston,
Massachusetts
|
$112M
|
–
|
–
|
–
|
|
|
25
|
|
$99.3M
|
+$97.1M
|
+1,680,119
|
+7,707%
|
|
