|
1
|
|
$260M
|
+$38.8M
|
+784,212
|
+17%
|
|
|
2
|
|
$229M
|
+$120M
|
+2,429,413
|
+109%
|
|
|
3
|
Fiduciary Trust
Boston,
Massachusetts
|
$64.1M
|
-$2.94M
|
-59,404
|
-4%
|
|
|
4
|
|
$61.4M
|
+$6.95M
|
+140,681
|
+13%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$60.2M
|
+$37.8M
|
+765,792
|
+167%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$57.1M
|
+$21.9M
|
+443,075
|
+62%
|
|
|
7
|
|
$53.8M
|
+$2.99M
|
+60,484
|
+6%
|
|
|
8
|
Alesco Advisors
Pittsford,
New York
|
$53M
|
+$82.6K
|
+1,671
|
+0.2%
|
|
|
9
|
Brouwer & Janachowski
Mill Valley,
California
|
$46.2M
|
+$2.96M
|
+59,955
|
+7%
|
|
|
10
|
Empirical Wealth Management
Seattle,
Washington
|
$43.2M
|
+$3.26M
|
+65,984
|
+8%
|
|
|
11
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$38.6M
|
+$7.97M
|
+161,277
|
+26%
|
|
|
12
|
SEI Investments
Oaks,
Pennsylvania
|
$32.7M
|
+$297K
|
+6,016
|
+0.9%
|
|
|
13
|
State of Tennessee, Department of Treasury
Nashville,
Tennessee
|
$31.2M
|
+$4.99M
|
+101,000
|
+19%
|
|
|
14
|
Barry Investment Advisors
New Bedford,
Massachusetts
|
$23.4M
|
-$1.43M
|
-28,923
|
-6%
|
|
|
15
|
Bank of New York Mellon
New York
|
$21.7M
|
-$314K
|
-6,349
|
-1%
|
|
|
16
|
|
$18.1M
|
+$18.2M
|
+367,559
|
New
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$17.7M
|
+$6.9M
|
+139,540
|
+64%
|
|
|
18
|
Summit Financial Strategies
Columbus,
Ohio
|
$16.5M
|
+$155K
|
+3,138
|
+0.9%
|
|
|
19
|
Alaska Permanent Capital Management
Anchorage,
Alaska
|
$15.1M
|
+$252K
|
+5,100
|
+2%
|
|
|
20
|
Windham Capital Management
Boston,
Massachusetts
|
$14.7M
|
-$9.05M
|
-183,176
|
-38%
|
|
|
21
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$14.6M
|
+$961K
|
+19,441
|
+7%
|
|
|
22
|
Mosaic Financial Partners
San Francisco,
California
|
$13.9M
|
+$194K
|
+3,924
|
+1%
|
|
|
23
|
|
$13M
|
-$195K
|
-3,947
|
-1%
|
|
|
24
|
LPL Financial
San Diego,
California
|
$11.7M
|
+$5.61M
|
+113,492
|
+91%
|
|
|
25
|
JMG Financial Group
Downers Grove,
Illinois
|
$11.7M
|
+$156K
|
+3,161
|
+1%
|
|
