|
1
|
Windhaven Investment Management
Boston,
Massachusetts
|
$267M
|
-$163M
|
-3,323,229
|
-38%
|
|
|
2
|
|
$4.58M
|
+$2.28M
|
+46,621
|
+102%
|
|
|
3
|
|
$4.26M
|
-$652K
|
-13,325
|
-13%
|
|
|
4
|
Ohio Public Employees Retirement System (OPERS)
Columbus,
Ohio
|
$3.88M
|
-$4.02M
|
-82,099
|
-51%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$2.23M
|
-$1.25M
|
-25,533
|
-36%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.07M
|
+$1.12M
|
+22,945
|
+121%
|
|
|
7
|
Bluefin Capital Management
New York
|
$1.4M
|
+$280K
|
+5,727
|
+24%
|
|
|
8
|
William Blair & Company
Chicago,
Illinois
|
$1.11M
|
-$699K
|
-14,267
|
-39%
|
|
|
9
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.01M
|
+$1M
|
+20,447
|
New
|
|
|
10
|
Convergent Wealth Advisors
Potomac,
Maryland
|
$935K
|
+$925K
|
+18,890
|
New
|
|
|
11
|
Credit Suisse
Zurich,
Switzerland
|
$803K
|
-$5.39K
|
-110
|
-0.7%
|
|
|
12
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$742K
|
-$14.4K
|
-295
|
-2%
|
|
|
13
|
Veritable
Wilmington,
Delaware
|
$727K
|
-$6.07K
|
-124
|
-0.8%
|
|
|
14
|
WealthTrust-Arizona
Scottsdale,
Arizona
|
$713K
|
-$266K
|
-5,439
|
-27%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$640K
|
+$21.8K
|
+445
|
+4%
|
|
|
16
|
Verition Fund Management
Greenwich,
Connecticut
|
$439K
|
+$229K
|
+4,667
|
+111%
|
|
|
17
|
Barclays
London,
United Kingdom
|
$363K
|
-$195K
|
-3,982
|
-35%
|
|
|
18
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$340K
|
+$5.39K
|
+110
|
+2%
|
|
|
19
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$333K
|
-$16.5K
|
-336
|
-5%
|
|
|
20
|
Davenport & Co
Richmond,
Virginia
|
$283K
|
-$4.9K
|
-100
|
-2%
|
|
|
21
|
|
$153K
|
+$71.1K
|
+1,452
|
+88%
|
|
|
22
|
Bartlett & Co
Cincinnati,
Ohio
|
$99K
|
–
|
–
|
–
|
|
|
23
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$62K
|
+$61.5K
|
+1,256
|
New
|
|
|
24
|
EFG Asset Management (Americas)
Miami,
Florida
|
$53K
|
+$18.8K
|
+384
|
+57%
|
|
|
25
|
Ameriprise
Minneapolis,
Minnesota
|
$35K
|
+$34.5K
|
+704
|
New
|
|
