|
1
|
|
$260M
|
+$45.7M
|
+936,910
|
+21%
|
|
|
2
|
SEI Investments
Oaks,
Pennsylvania
|
$200M
|
-$2.87M
|
-58,788
|
-1%
|
|
|
3
|
|
$136M
|
+$680K
|
+13,927
|
+0.5%
|
|
|
4
|
|
$134M
|
+$14.5M
|
+296,946
|
+12%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$130M
|
-$9.14M
|
-187,231
|
-7%
|
|
|
6
|
|
$108M
|
+$12.5M
|
+255,455
|
+13%
|
|
|
7
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$101M
|
-$7.1M
|
-145,380
|
-7%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$95.1M
|
-$6.36M
|
-130,331
|
-6%
|
|
|
9
|
Fiduciary Trust
Boston,
Massachusetts
|
$86.2M
|
+$28M
|
+572,696
|
+47%
|
|
|
10
|
Valmark Advisers
Akron,
Ohio
|
$74.6M
|
-$6.3K
|
-129
|
-0%
|
|
|
11
|
Alesco Advisors
Pittsford,
New York
|
$73.2M
|
+$1.09M
|
+22,295
|
+1%
|
|
|
12
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$72.7M
|
+$674K
|
+13,804
|
+0.9%
|
|
|
13
|
Perella Weinberg Partners Capital Management
New York
|
$71.1M
|
+$71.7M
|
+1,469,110
|
New
|
|
|
14
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$54M
|
+$2.47M
|
+50,497
|
+5%
|
|
|
15
|
Empirical Wealth Management
Seattle,
Washington
|
$49.3M
|
+$3.1M
|
+63,394
|
+7%
|
|
|
16
|
State of Tennessee, Department of Treasury
Nashville,
Tennessee
|
$47.2M
|
–
|
–
|
–
|
|
|
17
|
Banco Santander
Madrid,
Spain
|
$41.4M
|
–
|
–
|
–
|
|
|
18
|
Brouwer & Janachowski
Mill Valley,
California
|
$32.4M
|
-$1.58M
|
-32,396
|
-5%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$26.8M
|
-$651K
|
-13,324
|
-2%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$24.2M
|
+$1.4M
|
+28,663
|
+6%
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$24.1M
|
+$373K
|
+7,635
|
+2%
|
|
|
22
|
Alaska Permanent Capital Management
Anchorage,
Alaska
|
$23.8M
|
+$1.33M
|
+27,320
|
+6%
|
|
|
23
|
Lutz Financial Services
Omaha,
Nebraska
|
$23.4M
|
+$5.87M
|
+120,304
|
+33%
|
|
|
24
|
HighTower Advisors
Chicago,
Illinois
|
$22.8M
|
-$1.19M
|
-24,349
|
-5%
|
|
|
25
|
Summit Financial Strategies
Columbus,
Ohio
|
$22.6M
|
+$1.06M
|
+21,697
|
+5%
|
|
