|
1
|
|
$604M
|
+$317M
|
+6,404,867
|
+107%
|
|
|
2
|
|
$219M
|
+$11.1M
|
+225,085
|
+5%
|
|
|
3
|
|
$179M
|
+$99.9M
|
+2,020,936
|
+123%
|
|
|
4
|
SEI Investments
Oaks,
Pennsylvania
|
$158M
|
-$6.08M
|
-122,851
|
-4%
|
|
|
5
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$93.9M
|
+$6.82M
|
+137,861
|
+8%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$91.8M
|
+$6.79M
|
+137,269
|
+8%
|
|
|
7
|
Valmark Advisers
Akron,
Ohio
|
$78.7M
|
+$3.25M
|
+65,679
|
+4%
|
|
|
8
|
|
$72.7M
|
-$572K
|
-11,574
|
-0.8%
|
|
|
9
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$72.4M
|
+$12.8M
|
+259,773
|
+21%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$69.5M
|
+$356K
|
+7,189
|
+0.5%
|
|
|
11
|
Alesco Advisors
Pittsford,
New York
|
$67.9M
|
+$2.71M
|
+54,759
|
+4%
|
|
|
12
|
Brouwer & Janachowski
Mill Valley,
California
|
$49.7M
|
-$326K
|
-6,590
|
-0.6%
|
|
|
13
|
State of Tennessee, Department of Treasury
Nashville,
Tennessee
|
$45M
|
+$5.92M
|
+119,700
|
+15%
|
|
|
14
|
Empirical Wealth Management
Seattle,
Washington
|
$40.7M
|
+$2.81M
|
+56,807
|
+7%
|
|
|
15
|
Fiduciary Trust
Boston,
Massachusetts
|
$35.4M
|
+$2.37M
|
+47,828
|
+7%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$27.4M
|
+$3.18M
|
+64,259
|
+13%
|
|
|
17
|
Barry Investment Advisors
New Bedford,
Massachusetts
|
$22M
|
+$271K
|
+5,478
|
+1%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$21.1M
|
-$8.39M
|
-169,738
|
-28%
|
|
|
19
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$19.7M
|
+$596K
|
+12,043
|
+3%
|
|
|
20
|
Klingman & Associates
New York
|
$19.7M
|
+$3.57M
|
+72,120
|
+22%
|
|
|
21
|
|
$19.7M
|
+$581K
|
+11,754
|
+3%
|
|
|
22
|
Summit Financial Strategies
Columbus,
Ohio
|
$19.7M
|
+$1.24M
|
+25,160
|
+7%
|
|
|
23
|
Lutz Financial Services
Omaha,
Nebraska
|
$16.6M
|
+$16.9M
|
+340,820
|
New
|
|
|
24
|
|
$16.3M
|
+$1.1M
|
+22,249
|
+7%
|
|
|
25
|
Alaska Permanent Capital Management
Anchorage,
Alaska
|
$14.9M
|
+$2.51M
|
+50,787
|
+20%
|
|
