|
1
|
State Street
Boston,
Massachusetts
|
$78.6M
|
+$45.9M
|
+749,926
|
+145%
|
|
|
2
|
Valmark Advisers
Akron,
Ohio
|
$72.1M
|
+$2.44M
|
+39,960
|
+4%
|
|
|
3
|
|
$59.6M
|
-$5.74M
|
-93,859
|
-9%
|
|
|
4
|
|
$51.3M
|
+$5.58M
|
+91,301
|
+12%
|
|
|
5
|
Pure Financial Advisors
San Diego,
California
|
$22.2M
|
+$1.39M
|
+22,673
|
+7%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$18.1M
|
+$1.46M
|
+23,938
|
+9%
|
|
|
7
|
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
$15.2M
|
+$15M
|
+245,000
|
New
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$14.7M
|
+$1.87M
|
+30,528
|
+15%
|
|
|
9
|
Cabot-Wellington
Boston,
Massachusetts
|
$14M
|
+$58.1K
|
+951
|
+0.4%
|
|
|
10
|
Hussman Strategic Advisors
Ellicott City,
Maryland
|
$9.92M
|
–
|
–
|
–
|
|
|
11
|
Counsel Portfolio Services
Mississauga,
Ontario, Canada
|
$9.23M
|
+$734
|
+12
|
+0%
|
|
|
12
|
Panagora Asset Management
Boston,
Massachusetts
|
$9.23M
|
+$734
|
+12
|
+0%
|
|
|
13
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
$8.63M
|
-$278K
|
-4,540
|
-3%
|
|
|
14
|
Vigilant Capital Management
Portland,
Maine
|
$8.6M
|
+$154K
|
+2,518
|
+2%
|
|
|
15
|
AssetMark Inc
Concord,
California
|
$7.47M
|
-$1.73M
|
-28,290
|
-19%
|
|
|
16
|
|
$7.03M
|
+$200K
|
+3,263
|
+3%
|
|
|
17
|
Comerica Bank
Dallas,
Texas
|
$6.68M
|
-$482K
|
-7,881
|
-7%
|
|
|
18
|
Coastline Trust
Providence,
Rhode Island
|
$6.32M
|
+$121K
|
+1,975
|
+2%
|
|
|
19
|
Gateway Advisory
Westfield,
New Jersey
|
$5.24M
|
+$218K
|
+3,561
|
+4%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$5.13M
|
+$452K
|
+7,387
|
+10%
|
|
|
21
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$4.6M
|
+$20.3K
|
+332
|
+0.4%
|
|
|
22
|
|
$4.41M
|
-$254K
|
-4,149
|
-6%
|
|
|
23
|
Garde Capital
Seattle,
Washington
|
$4.24M
|
+$4.18M
|
+68,396
|
New
|
|
|
24
|
Personal Capital Advisors
Redwood City,
California
|
$4.19M
|
+$936K
|
+15,315
|
+29%
|
|
|
25
|
TD Ameritrade Trust
Denver,
Colorado
|
$4.01M
|
+$56.4K
|
+923
|
+1%
|
|
