|
1
|
Aegon USA Investment Management
Cedar Rapids,
Iowa
|
$474M
|
+$83.9M
|
+1,440,010
|
+21%
|
|
|
2
|
|
$144M
|
-$25.9M
|
-444,856
|
-15%
|
|
|
3
|
Factory Mutual Insurance
Waltham,
Massachusetts
|
$93.5M
|
-$1.17M
|
-20,000
|
-1%
|
|
|
4
|
BW Gestao de Investimentos
Sao Paulo,
Brazil
|
$59.9M
|
+$61.2M
|
+1,050,000
|
New
|
|
|
5
|
Portfolio Solutions
Royal Oak,
Michigan
|
$56.9M
|
+$2.56M
|
+43,970
|
+5%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$50.1M
|
+$4.09M
|
+70,085
|
+9%
|
|
|
7
|
AssetMark Inc
Concord,
California
|
$50M
|
+$5M
|
+85,700
|
+11%
|
|
|
8
|
Karpus Investment Management
Pittsford,
New York
|
$32.1M
|
-$305K
|
-5,228
|
-0.9%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$30M
|
+$30.8M
|
+527,544
|
New
|
|
|
10
|
TIFF Advisory Services
Radnor,
Pennsylvania
|
$29.9M
|
+$30.6M
|
+524,400
|
New
|
|
|
11
|
Cerity Partners OCIO
New York
|
$28.6M
|
-$1.29M
|
-22,075
|
-4%
|
|
|
12
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$27M
|
-$1.27M
|
-21,863
|
-4%
|
|
|
13
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$20.6M
|
+$1.9M
|
+32,541
|
+10%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$20.1M
|
-$6.66M
|
-114,304
|
-24%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$20M
|
-$1.28M
|
-21,940
|
-6%
|
|
|
16
|
Ballentine Partners
Waltham,
Massachusetts
|
$16.1M
|
+$18.1K
|
+310
|
+0.1%
|
|
|
17
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$15.8M
|
+$15M
|
+257,748
|
+1,342%
|
|
|
18
|
State Street
Boston,
Massachusetts
|
$14.5M
|
-$1.81M
|
-31,012
|
-11%
|
|
|
19
|
Mutual of America Capital Management
New York
|
$12.6M
|
–
|
–
|
–
|
|
|
20
|
Vigilant Capital Management
Portland,
Maine
|
$10.9M
|
-$7.02M
|
-120,424
|
-39%
|
|
|
21
|
Garde Capital
Seattle,
Washington
|
$10.5M
|
+$593K
|
+10,174
|
+6%
|
|
|
22
|
Vanguard Group
Malvern,
Pennsylvania
|
$9.76M
|
+$3.27M
|
+56,171
|
+49%
|
|
|
23
|
Cranberry Lake Advisors
Houston,
Texas
|
$9.53M
|
-$729K
|
-12,500
|
-7%
|
|
|
24
|
North Forty Management
Seattle,
Washington
|
$8.69M
|
–
|
–
|
–
|
|
|
25
|
Valentine Ventures
Bend,
Oregon
|
$8.65M
|
+$8.87M
|
+152,138
|
New
|
|
