|
1
|
|
$224M
|
+$43.4M
|
+877,765
|
+24%
|
|
|
2
|
|
$111M
|
+$27.7M
|
+560,776
|
+34%
|
|
|
3
|
Fiduciary Trust
Boston,
Massachusetts
|
$67.7M
|
+$10.5M
|
+213,229
|
+19%
|
|
|
4
|
|
$55.1M
|
+$11.9M
|
+240,329
|
+28%
|
|
|
5
|
Alesco Advisors
Pittsford,
New York
|
$53.5M
|
+$1.72M
|
+34,748
|
+3%
|
|
|
6
|
|
$51.4M
|
+$9.76M
|
+197,571
|
+24%
|
|
|
7
|
Brouwer & Janachowski
Mill Valley,
California
|
$43.7M
|
+$6.28M
|
+127,055
|
+17%
|
|
|
8
|
Empirical Wealth Management
Seattle,
Washington
|
$40.4M
|
+$1.48M
|
+29,975
|
+4%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$35.7M
|
+$6.27M
|
+126,927
|
+21%
|
|
|
10
|
SEI Investments
Oaks,
Pennsylvania
|
$32.8M
|
+$7.54M
|
+152,621
|
+30%
|
|
|
11
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$31M
|
+$2.79M
|
+56,440
|
+10%
|
|
|
12
|
State of Tennessee, Department of Treasury
Nashville,
Tennessee
|
$26.5M
|
+$2.55M
|
+51,600
|
+11%
|
|
|
13
|
Barry Investment Advisors
New Bedford,
Massachusetts
|
$25.1M
|
-$83.9K
|
-1,698
|
-0.3%
|
|
|
14
|
Windham Capital Management
Boston,
Massachusetts
|
$24M
|
+$4.64M
|
+93,945
|
+24%
|
|
|
15
|
AssetMark Inc
Concord,
California
|
$23.5M
|
+$10.5M
|
+212,772
|
+82%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$22.8M
|
+$4M
|
+81,035
|
+21%
|
|
|
17
|
Bank of New York Mellon
New York
|
$22.3M
|
+$7.96M
|
+161,069
|
+56%
|
|
|
18
|
Summit Financial Strategies
Columbus,
Ohio
|
$16.6M
|
+$1.47M
|
+29,664
|
+10%
|
|
|
19
|
Alaska Permanent Capital Management
Anchorage,
Alaska
|
$15M
|
+$416K
|
+8,425
|
+3%
|
|
|
20
|
Mosaic Financial Partners
San Francisco,
California
|
$13.9M
|
+$185K
|
+3,751
|
+1%
|
|
|
21
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$13.7M
|
+$1.62M
|
+32,848
|
+13%
|
|
|
22
|
|
$13.3M
|
+$2.45M
|
+49,598
|
+23%
|
|
|
23
|
JMG Financial Group
Downers Grove,
Illinois
|
$11.6M
|
-$90K
|
-1,822
|
-0.8%
|
|
|
24
|
Natixis Advisors
Boston,
Massachusetts
|
$10.9M
|
+$219K
|
+4,435
|
+2%
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$10.9M
|
+$2.21M
|
+44,806
|
+26%
|
|
