|
1
|
Aegon USA Investment Management
Cedar Rapids,
Iowa
|
$441M
|
-$8.72M
|
-142,478
|
-2%
|
|
|
2
|
|
$176M
|
+$8.82M
|
+144,121
|
+5%
|
|
|
3
|
State Street
Boston,
Massachusetts
|
$164M
|
+$141M
|
+2,311,182
|
+649%
|
|
|
4
|
Factory Mutual Insurance
Waltham,
Massachusetts
|
$91.3M
|
+$6.12M
|
+100,000
|
+7%
|
|
|
5
|
Portfolio Solutions
Royal Oak,
Michigan
|
$57.3M
|
-$52.3K
|
-855
|
-0.1%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$48.7M
|
+$1.91M
|
+31,217
|
+4%
|
|
|
7
|
AssetMark Inc
Concord,
California
|
$40.9M
|
+$10.8M
|
+177,191
|
+36%
|
|
|
8
|
|
$39.5M
|
+$7.12M
|
+116,425
|
+22%
|
|
|
9
|
Lazard Asset Management
New York
|
$31M
|
-$4.4K
|
-72
|
-0%
|
|
|
10
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$29.6M
|
+$1.66M
|
+27,130
|
+6%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$29.2M
|
+$7.79M
|
+127,365
|
+36%
|
|
|
12
|
Karpus Investment Management
Pittsford,
New York
|
$27.8M
|
+$2.35M
|
+38,366
|
+9%
|
|
|
13
|
Cerity Partners OCIO
New York
|
$26.1M
|
+$2.89M
|
+47,232
|
+12%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$20.9M
|
-$206K
|
-3,366
|
-1%
|
|
|
15
|
Ballentine Partners
Waltham,
Massachusetts
|
$18.9M
|
+$14.1K
|
+231
|
+0.1%
|
|
|
16
|
Vigilant Capital Management
Portland,
Maine
|
$16.1M
|
+$306K
|
+5,000
|
+2%
|
|
|
17
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$14.6M
|
+$14.6M
|
+238,498
|
New
|
|
|
18
|
Mutual of America Capital Management
New York
|
$12.6M
|
+$1.31M
|
+21,400
|
+12%
|
|
|
19
|
Cranberry Lake Advisors
Houston,
Texas
|
$12.6M
|
+$1.53M
|
+25,000
|
+14%
|
|
|
20
|
|
$12.4M
|
+$5.74M
|
+93,768
|
+86%
|
|
|
21
|
North Forty Management
Seattle,
Washington
|
$9.37M
|
–
|
–
|
–
|
|
|
22
|
Bank of New York Mellon
New York
|
$8.46M
|
+$4.87M
|
+79,585
|
+136%
|
|
|
23
|
LPL Financial
San Diego,
California
|
$7.69M
|
-$2.84M
|
-46,397
|
-27%
|
|
|
24
|
Nottingham Advisors
Amherst,
New York
|
$7.28M
|
+$7.27M
|
+118,808
|
New
|
|
|
25
|
Discretionary Management Services
Merriam,
Kansas
|
$6.79M
|
+$1.07M
|
+17,450
|
+19%
|
|
