|
1
|
|
$136M
|
-$19M
|
-328,013
|
-11%
|
|
|
2
|
Factory Mutual Insurance
Waltham,
Massachusetts
|
$90.9M
|
–
|
–
|
–
|
|
|
3
|
Portfolio Solutions
Royal Oak,
Michigan
|
$55.1M
|
+$21.7K
|
+375
|
+0%
|
|
|
4
|
Vanguard Group
Malvern,
Pennsylvania
|
$44.1M
|
+$9.92M
|
+171,592
|
+26%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$38.5M
|
-$5.31M
|
-91,872
|
-11%
|
|
|
6
|
BW Gestao de Investimentos
Sao Paulo,
Brazil
|
$37.8M
|
+$127K
|
+2,200
|
+0.3%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$36.4M
|
+$9.47M
|
+163,770
|
+32%
|
|
|
8
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$34.4M
|
+$836K
|
+14,459
|
+2%
|
|
|
9
|
Karpus Investment Management
Pittsford,
New York
|
$26.4M
|
-$2.02M
|
-34,857
|
-7%
|
|
|
10
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$21.6M
|
+$1.93M
|
+33,327
|
+9%
|
|
|
11
|
WealthTrust Fairport
Cleveland,
Ohio
|
$20.7M
|
+$3.56M
|
+61,610
|
+19%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$19.5M
|
-$9.62M
|
-166,324
|
-31%
|
|
|
13
|
TIFF Advisory Services
Radnor,
Pennsylvania
|
$18.3M
|
-$578
|
-10
|
-0%
|
|
|
14
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$16.1M
|
-$1.22M
|
-21,132
|
-7%
|
|
|
15
|
Ballentine Partners
Waltham,
Massachusetts
|
$14.9M
|
-$185K
|
-3,200
|
-1%
|
|
|
16
|
Garde Capital
Seattle,
Washington
|
$13.8M
|
+$2.55M
|
+44,060
|
+21%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$13.4M
|
-$2.69M
|
-46,598
|
-16%
|
|
|
18
|
Mutual of America Capital Management
New York
|
$11.8M
|
–
|
–
|
–
|
|
|
19
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$11.6M
|
+$351K
|
+6,067
|
+3%
|
|
|
20
|
State Street
Boston,
Massachusetts
|
$10.4M
|
-$12.1M
|
-209,688
|
-52%
|
|
|
21
|
AssetMark Inc
Concord,
California
|
$9.55M
|
-$38.3M
|
-661,565
|
-79%
|
|
|
22
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$8.77M
|
+$9.45M
|
+163,397
|
New
|
|
|
23
|
North Forty Management
Seattle,
Washington
|
$8.2M
|
–
|
–
|
–
|
|
|
24
|
Valentine Ventures
Bend,
Oregon
|
$8.12M
|
-$88.1K
|
-1,523
|
-1%
|
|
|
25
|
Cranberry Lake Advisors
Houston,
Texas
|
$7.99M
|
-$1.16M
|
-20,000
|
-12%
|
|
