|
1
|
Bank of America
Charlotte,
North Carolina
|
$868M
|
-$25M
|
-142,435
|
-3%
|
|
|
2
|
|
$664M
|
+$76M
|
+433,105
|
+13%
|
|
|
3
|
Fidelity Investments
Boston,
Massachusetts
|
$579M
|
+$9.29M
|
+52,952
|
+2%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$407M
|
-$1.49M
|
-8,493
|
-0.4%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$370M
|
-$4.28M
|
-24,392
|
-1%
|
|
|
6
|
Charles Schwab
San Francisco,
California
|
$343M
|
+$12.4M
|
+70,613
|
+4%
|
|
|
7
|
Arete Wealth Advisors
Chicago,
Illinois
|
$329M
|
-$877
|
-5
|
-0.3%
|
|
|
8
|
London Company of Virginia
Richmond,
Virginia
|
$309M
|
+$415K
|
+2,365
|
+0.1%
|
|
|
9
|
ClearBridge Investments
New York
|
$271M
|
+$48.3M
|
+275,377
|
+22%
|
|
|
10
|
Markel Group
Glen Allen,
Virginia
|
$241M
|
–
|
–
|
–
|
|
|
11
|
Brown Brothers Harriman & Co
New York
|
$211M
|
-$4.43M
|
-25,281
|
-2%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$204M
|
-$3.27M
|
-18,654
|
-2%
|
|
|
13
|
Massachusetts Financial Services
Boston,
Massachusetts
|
$168M
|
+$16.8M
|
+95,865
|
+11%
|
|
|
14
|
Confluence Investment Management
St. Louis,
Missouri
|
$157M
|
+$476K
|
+2,714
|
+0.3%
|
|
|
15
|
Jarislowsky, Fraser Ltd
Montreal,
Quebec, Canada
|
$130M
|
-$1.92M
|
-10,920
|
-1%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$129M
|
-$1.26M
|
-7,194
|
-1%
|
|
|
17
|
Fayez Sarofim & Co
Houston,
Texas
|
$102M
|
+$281K
|
+1,604
|
+0.3%
|
|
|
18
|
|
$100M
|
-$20.2M
|
-114,988
|
-17%
|
|
|
19
|
Gabelli Funds
Rye,
New York
|
$98.6M
|
-$167K
|
-950
|
-0.2%
|
|
|
20
|
|
$95.9M
|
-$4.03M
|
-22,960
|
-4%
|
|
|
21
|
Natixis Advisors
Boston,
Massachusetts
|
$90.8M
|
+$14.2M
|
+81,149
|
+19%
|
|
|
22
|
Douglas Lane & Associates
New York
|
$90.1M
|
+$2.35M
|
+13,376
|
+3%
|
|
|
23
|
Davenport & Co
Richmond,
Virginia
|
$81.3M
|
+$129K
|
+738
|
+0.2%
|
|
|
24
|
Cullen Capital Management
New York
|
$78.6M
|
-$22.4M
|
-127,922
|
-22%
|
|
|
25
|
Raymond James & Associates
St Petersburg,
Florida
|
$74.9M
|
-$70K
|
-399
|
-0.1%
|
|
