|
1
|
|
$795M
|
+$320M
|
+2,167,176
|
+66%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$643M
|
-$58.3M
|
-394,925
|
-8%
|
|
|
3
|
Fidelity Investments
Boston,
Massachusetts
|
$521M
|
+$22.1M
|
+150,002
|
+4%
|
|
|
4
|
ClearBridge Investments
New York
|
$320M
|
-$27.6M
|
-186,952
|
-8%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$308M
|
-$30.3M
|
-205,045
|
-9%
|
|
|
6
|
Charles Schwab
San Francisco,
California
|
$302M
|
+$20.3M
|
+137,397
|
+7%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$247M
|
-$34.2M
|
-231,649
|
-12%
|
|
|
8
|
London Company of Virginia
Richmond,
Virginia
|
$212M
|
-$19.4M
|
-131,305
|
-8%
|
|
|
9
|
Markel Group
Glen Allen,
Virginia
|
$197M
|
+$664K
|
+4,500
|
+0.3%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$177M
|
+$3.79M
|
+25,691
|
+2%
|
|
|
11
|
Brown Brothers Harriman & Co
New York
|
$157M
|
-$4.25M
|
-28,783
|
-3%
|
|
|
12
|
Massachusetts Financial Services
Boston,
Massachusetts
|
$155M
|
-$2.19M
|
-14,865
|
-1%
|
|
|
13
|
Dimensional Fund Advisors
Austin,
Texas
|
$125M
|
+$2.18M
|
+14,789
|
+2%
|
|
|
14
|
Confluence Investment Management
St. Louis,
Missouri
|
$122M
|
-$1.89M
|
-12,773
|
-2%
|
|
|
15
|
Fayez Sarofim & Co
Houston,
Texas
|
$118M
|
-$1.43M
|
-9,674
|
-1%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$110M
|
+$14M
|
+94,544
|
+14%
|
|
|
17
|
|
$109M
|
+$12.5M
|
+84,666
|
+13%
|
|
|
18
|
Jarislowsky, Fraser Ltd
Montreal,
Quebec, Canada
|
$105M
|
-$385K
|
-2,608
|
-0.4%
|
|
|
19
|
HS Management Partners
New York
|
$103M
|
+$14.6M
|
+98,819
|
+16%
|
|
|
20
|
Wellington Management Group
Boston,
Massachusetts
|
$98.7M
|
+$36.2M
|
+245,255
|
+57%
|
|
|
21
|
Natixis Advisors
Boston,
Massachusetts
|
$94M
|
+$34.2M
|
+231,396
|
+56%
|
|
|
22
|
Gabelli Funds
Rye,
New York
|
$88.4M
|
+$4.08M
|
+27,625
|
+5%
|
|
|
23
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$86.7M
|
+$1.48M
|
+10,014
|
+9%
|
|
|
24
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$83.3M
|
+$14.3M
|
+96,691
|
+20%
|
|
|
25
|
Davenport & Co
Richmond,
Virginia
|
$79.6M
|
-$2.41M
|
-16,321
|
-3%
|
|
