|
1
|
|
$174M
|
+$26.4M
|
+544,604
|
+18%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$117M
|
+$16.4M
|
+338,710
|
+17%
|
|
|
3
|
United Capital Financial Advisors
Irving,
Texas
|
$115M
|
+$18.3M
|
+377,680
|
+19%
|
|
|
4
|
|
$68.5M
|
-$64.6M
|
-1,333,256
|
-49%
|
|
|
5
|
Fiduciary Trust
Boston,
Massachusetts
|
$53.7M
|
+$5.01M
|
+103,338
|
+10%
|
|
|
6
|
Windham Capital Management
Boston,
Massachusetts
|
$49.3M
|
+$17.2M
|
+355,282
|
+55%
|
|
|
7
|
AssetMark Inc
Concord,
California
|
$41.5M
|
+$9.08M
|
+187,233
|
+28%
|
|
|
8
|
Empirical Wealth Management
Seattle,
Washington
|
$36.7M
|
+$2.64M
|
+54,455
|
+8%
|
|
|
9
|
|
$34.7M
|
-$2.17M
|
-44,670
|
-6%
|
|
|
10
|
|
$33.8M
|
+$6.97M
|
+143,720
|
+26%
|
|
|
11
|
Brouwer & Janachowski
Mill Valley,
California
|
$32.7M
|
+$32.2M
|
+664,952
|
New
|
|
|
12
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$25.3M
|
+$5.17M
|
+106,593
|
+26%
|
|
|
13
|
Barry Investment Advisors
New Bedford,
Massachusetts
|
$25.3M
|
+$300K
|
+6,190
|
+1%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$21M
|
-$1.04M
|
-21,475
|
-5%
|
|
|
15
|
State of Tennessee, Department of Treasury
Nashville,
Tennessee
|
$20.4M
|
-$33.9K
|
-700
|
-0.2%
|
|
|
16
|
SEI Investments
Oaks,
Pennsylvania
|
$20.2M
|
+$3.63M
|
+74,937
|
+22%
|
|
|
17
|
|
$17.2M
|
+$14.6M
|
+301,202
|
+607%
|
|
|
18
|
Summit Financial Strategies
Columbus,
Ohio
|
$14.8M
|
+$290K
|
+5,979
|
+2%
|
|
|
19
|
Alaska Permanent Capital Management
Anchorage,
Alaska
|
$13.3M
|
+$1.15M
|
+23,795
|
+10%
|
|
|
20
|
Mosaic Financial Partners
San Francisco,
California
|
$13.3M
|
-$547K
|
-11,278
|
-4%
|
|
|
21
|
Bank of New York Mellon
New York
|
$12.5M
|
+$12.1M
|
+249,182
|
+4,170%
|
|
|
22
|
New York Life Investment Management
New York
|
$11.6M
|
-$1.79M
|
-37,000
|
-14%
|
|
|
23
|
JMG Financial Group
Downers Grove,
Illinois
|
$11.5M
|
-$4.49M
|
-92,631
|
-28%
|
|
|
24
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$11.2M
|
+$3.79M
|
+78,158
|
+52%
|
|
|
25
|
Natixis Advisors
Boston,
Massachusetts
|
$10.2M
|
+$170K
|
+3,502
|
+2%
|
|
