|
1
|
Windhaven Investment Management
Boston,
Massachusetts
|
$249M
|
-$11.8M
|
-238,335
|
-4%
|
|
|
2
|
|
$4.06M
|
-$71.4K
|
-1,446
|
-2%
|
|
|
3
|
Ohio Public Employees Retirement System (OPERS)
Columbus,
Ohio
|
$3.77M
|
–
|
–
|
–
|
|
|
4
|
Bluefin Capital Management
New York
|
$3.73M
|
+$2.39M
|
+48,501
|
+166%
|
|
|
5
|
|
$2.79M
|
-$1.7M
|
-34,345
|
-37%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.35M
|
-$679K
|
-13,763
|
-33%
|
|
|
7
|
William Blair & Company
Chicago,
Illinois
|
$976K
|
-$101K
|
-2,041
|
-9%
|
|
|
8
|
Convergent Wealth Advisors
Potomac,
Maryland
|
$907K
|
–
|
–
|
–
|
|
|
9
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$880K
|
-$104K
|
-2,115
|
-10%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$744K
|
-$1.46M
|
-29,564
|
-66%
|
|
|
11
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$686K
|
-$34.6K
|
-701
|
-5%
|
|
|
12
|
Veritable
Wilmington,
Delaware
|
$651K
|
-$55.1K
|
-1,117
|
-8%
|
|
|
13
|
WealthTrust-Arizona
Scottsdale,
Arizona
|
$586K
|
-$108K
|
-2,191
|
-15%
|
|
|
14
|
M&T Bank
Buffalo,
New York
|
$472K
|
+$485K
|
+9,826
|
New
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$454K
|
-$171K
|
-3,471
|
-27%
|
|
|
16
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$329K
|
–
|
–
|
–
|
|
|
17
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$308K
|
-$14.8K
|
-300
|
-4%
|
|
|
18
|
Davenport & Co
Richmond,
Virginia
|
$275K
|
–
|
–
|
–
|
|
|
19
|
|
$181K
|
+$33.3K
|
+675
|
+22%
|
|
|
20
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$60K
|
–
|
–
|
–
|
|
|
21
|
EFG Asset Management (Americas)
Miami,
Florida
|
$51K
|
–
|
–
|
–
|
|
|
22
|
Ameriprise
Minneapolis,
Minnesota
|
$35K
|
+$1.73K
|
+35
|
+5%
|
|
|
23
|
Ground Swell Capital
Folly Beach,
South Carolina
|
$6K
|
+$740
|
+15
|
+15%
|
|
|
24
|
Next Financial Group
Houston,
Texas
|
$5K
|
+$5.58K
|
+113
|
New
|
|
|
25
|
Creative Planning
Overland Park,
Kansas
|
$4K
|
-$4.34K
|
-88
|
-49%
|
|
