|
1
|
Aegon USA Investment Management
Cedar Rapids,
Iowa
|
$485M
|
+$47.9M
|
+794,777
|
+11%
|
|
|
2
|
|
$179M
|
-$10.5M
|
-174,940
|
-6%
|
|
|
3
|
Factory Mutual Insurance
Waltham,
Massachusetts
|
$104M
|
–
|
–
|
–
|
|
|
4
|
Portfolio Solutions
Royal Oak,
Michigan
|
$59.1M
|
-$403K
|
-6,685
|
-0.7%
|
|
|
5
|
AssetMark Inc
Concord,
California
|
$46.5M
|
+$2.87M
|
+47,686
|
+7%
|
|
|
6
|
|
$44.1M
|
+$17.5M
|
+289,716
|
+69%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$36.5M
|
+$391K
|
+6,480
|
+1%
|
|
|
8
|
Karpus Investment Management
Pittsford,
New York
|
$35.8M
|
+$4.03M
|
+66,870
|
+13%
|
|
|
9
|
Cerity Partners OCIO
New York
|
$34.3M
|
+$1.6M
|
+26,555
|
+5%
|
|
|
10
|
Lazard Asset Management
New York
|
$30.3M
|
+$1.42M
|
+23,620
|
+5%
|
|
|
11
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$29M
|
+$867K
|
+14,383
|
+3%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$28.7M
|
-$3.96M
|
-65,695
|
-12%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$26.1M
|
+$28.4K
|
+471
|
+0.1%
|
|
|
14
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$18.5M
|
+$1.8M
|
+29,822
|
+11%
|
|
|
15
|
Vigilant Capital Management
Portland,
Maine
|
$17.8M
|
+$401K
|
+6,660
|
+2%
|
|
|
16
|
Ballentine Partners
Waltham,
Massachusetts
|
$17.6M
|
-$213K
|
-3,537
|
-1%
|
|
|
17
|
State Street
Boston,
Massachusetts
|
$14.5M
|
-$58.9M
|
-976,938
|
-81%
|
|
|
18
|
Mutual of America Capital Management
New York
|
$13.7M
|
+$35K
|
+580
|
+0.3%
|
|
|
19
|
|
$11.9M
|
+$7.51M
|
+124,576
|
+189%
|
|
|
20
|
Cranberry Lake Advisors
Houston,
Texas
|
$11.2M
|
-$603K
|
-10,000
|
-5%
|
|
|
21
|
Garde Capital
Seattle,
Washington
|
$10.9M
|
+$10.5M
|
+174,422
|
New
|
|
|
22
|
North Forty Management
Seattle,
Washington
|
$9.51M
|
–
|
–
|
–
|
|
|
23
|
LPL Financial
San Diego,
California
|
$8.31M
|
-$1.31M
|
-21,816
|
-14%
|
|
|
24
|
Bank of New York Mellon
New York
|
$7.45M
|
+$2.87M
|
+47,561
|
+66%
|
|
|
25
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$6.51M
|
+$698K
|
+11,589
|
+12%
|
|
