|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$337M
|
+$64.8M
|
+1,342,671
|
+24%
|
|
|
2
|
|
$291M
|
+$39.3M
|
+813,364
|
+16%
|
|
|
3
|
|
$277M
|
+$15.8M
|
+327,369
|
+6%
|
|
|
4
|
Valmark Advisers
Akron,
Ohio
|
$267M
|
+$196M
|
+4,066,744
|
+288%
|
|
|
5
|
SEI Investments
Oaks,
Pennsylvania
|
$211M
|
+$14.9M
|
+308,674
|
+8%
|
|
|
6
|
|
$153M
|
+$875K
|
+18,124
|
+0.6%
|
|
|
7
|
Perella Weinberg Partners Capital Management
New York
|
$134M
|
+$65M
|
+1,346,507
|
+96%
|
|
|
8
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$109M
|
+$2.36M
|
+48,971
|
+2%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$106M
|
-$21.5M
|
-444,851
|
-17%
|
|
|
10
|
Fiduciary Trust
Boston,
Massachusetts
|
$106M
|
+$2.61M
|
+54,114
|
+3%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$94.9M
|
+$1.31M
|
+27,231
|
+1%
|
|
|
12
|
|
$84.6M
|
-$33.5M
|
-693,391
|
-29%
|
|
|
13
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$72.2M
|
+$3.39M
|
+70,184
|
+5%
|
|
|
14
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$65.2M
|
+$2.78M
|
+57,560
|
+4%
|
|
|
15
|
Alesco Advisors
Pittsford,
New York
|
$64.4M
|
+$815K
|
+16,873
|
+1%
|
|
|
16
|
Empirical Wealth Management
Seattle,
Washington
|
$59.1M
|
+$5.06M
|
+104,758
|
+9%
|
|
|
17
|
State of Tennessee, Department of Treasury
Nashville,
Tennessee
|
$47.5M
|
–
|
–
|
–
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$44.6M
|
+$3.31M
|
+68,543
|
+8%
|
|
|
19
|
Banco Santander
Madrid,
Spain
|
$43.5M
|
+$1.31M
|
+27,036
|
+3%
|
|
|
20
|
Alaska Wealth Advisors
Anchorage,
Alaska
|
$39.5M
|
+$25.1M
|
+520,273
|
+179%
|
|
|
21
|
US Bancorp
Minneapolis,
Minnesota
|
$33.2M
|
-$1.01M
|
-20,908
|
-3%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$30.9M
|
-$1.48M
|
-30,708
|
-5%
|
|
|
23
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$27.4M
|
-$378K
|
-7,837
|
-1%
|
|
|
24
|
Alaska Permanent Capital Management
Anchorage,
Alaska
|
$26.5M
|
+$1.53M
|
+31,624
|
+6%
|
|
|
25
|
Lutz Financial Services
Omaha,
Nebraska
|
$25.6M
|
+$679K
|
+14,064
|
+3%
|
|
