|
1
|
Windhaven Investment Management
Boston,
Massachusetts
|
$404M
|
+$13.4M
|
+276,745
|
+3%
|
|
|
2
|
Ohio Public Employees Retirement System (OPERS)
Columbus,
Ohio
|
$15.2M
|
–
|
–
|
–
|
|
|
3
|
|
$4.53M
|
+$82.6K
|
+1,710
|
+2%
|
|
|
4
|
|
$4.01M
|
+$4M
|
+82,853
|
New
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$3.83M
|
+$137K
|
+2,845
|
+4%
|
|
|
6
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.58M
|
+$2.58M
|
+53,353
|
New
|
|
|
7
|
William Blair & Company
Chicago,
Illinois
|
$1.78M
|
-$125K
|
-2,586
|
-7%
|
|
|
8
|
Bank of New York Mellon
New York
|
$1.22M
|
+$1.22M
|
+25,239
|
New
|
|
|
9
|
Credit Suisse
Zurich,
Switzerland
|
$1.13M
|
-$128K
|
-2,656
|
-10%
|
|
|
10
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$950K
|
-$49.5K
|
-1,024
|
-5%
|
|
|
11
|
WealthTrust-Arizona
Scottsdale,
Arizona
|
$945K
|
+$23.4K
|
+485
|
+3%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$915K
|
-$122K
|
-2,529
|
-12%
|
|
|
13
|
Convergent Wealth Advisors
Potomac,
Maryland
|
$915K
|
+$912K
|
+18,890
|
New
|
|
|
14
|
Veritable
Wilmington,
Delaware
|
$675K
|
–
|
–
|
–
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$587K
|
-$872K
|
-18,060
|
-60%
|
|
|
16
|
Barclays
London,
United Kingdom
|
$469K
|
+$183K
|
+3,798
|
+64%
|
|
|
17
|
Guggenheim Capital
Chicago,
Illinois
|
$455K
|
–
|
–
|
–
|
|
|
18
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$388K
|
-$96.6K
|
-2,000
|
-20%
|
|
|
19
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$330K
|
+$1.21K
|
+25
|
+0.4%
|
|
|
20
|
Bluefin Capital Management
New York
|
$300K
|
-$4.39M
|
-90,890
|
-94%
|
|
|
21
|
Davenport & Co
Richmond,
Virginia
|
$258K
|
-$24.2K
|
-500
|
-9%
|
|
|
22
|
|
$250K
|
-$167K
|
-3,467
|
-40%
|
|
|
23
|
Tower Research Capital (TRC)
New York
|
$244K
|
+$243K
|
+5,036
|
New
|
|
|
24
|
Fidelity Investments
Boston,
Massachusetts
|
$243K
|
+$242K
|
+5,000
|
New
|
|
|
25
|
Chevy Chase Trust
Bethesda,
Maryland
|
$218K
|
–
|
–
|
–
|
|
