|
1
|
Windhaven Investment Management
Boston,
Massachusetts
|
$252M
|
+$3.33M
|
+127,401
|
+1%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$241M
|
+$57.4M
|
+2,196,855
|
+32%
|
|
|
3
|
SCS Capital Management
Boston,
Massachusetts
|
$69.6M
|
+$24.8M
|
+949,550
|
+58%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$60.7M
|
+$2.68M
|
+102,447
|
+5%
|
|
|
5
|
|
$46.6M
|
+$4.26M
|
+162,983
|
+10%
|
|
|
6
|
|
$38.6M
|
+$11.1M
|
+423,434
|
+42%
|
|
|
7
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$24.9M
|
+$24.1M
|
+922,744
|
New
|
|
|
8
|
Psagot Value Holdings
Tel Aviv,
Israel
|
$12.9M
|
+$3.23M
|
+123,588
|
+35%
|
|
|
9
|
Cobblestone Capital Advisors
Rochester,
New York
|
$12.8M
|
+$762K
|
+29,190
|
+7%
|
|
|
10
|
Managed Account Advisors
Jersey City,
New Jersey
|
$10.3M
|
+$6.56M
|
+251,121
|
+194%
|
|
|
11
|
North American Management
Boston,
Massachusetts
|
$9.59M
|
-$81.6K
|
-3,125
|
-0.9%
|
|
|
12
|
Howland Capital Management
Boston,
Massachusetts
|
$9.21M
|
+$8.93M
|
+341,818
|
New
|
|
|
13
|
United Services Automobile Association
San Antonio,
Texas
|
$8.59M
|
+$5.03M
|
+192,739
|
+153%
|
|
|
14
|
Synovus Financial
Columbus,
Georgia
|
$8.37M
|
-$519K
|
-19,894
|
-6%
|
|
|
15
|
Cedar Hill Associates
Chicago,
Illinois
|
$8.08M
|
+$238K
|
+9,125
|
+3%
|
|
|
16
|
Ohio Public Employees Retirement System (OPERS)
Columbus,
Ohio
|
$8.05M
|
–
|
–
|
–
|
|
|
17
|
Cabot Wealth Management
Salem,
Massachusetts
|
$5.05M
|
+$866K
|
+33,183
|
+22%
|
|
|
18
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.65M
|
+$4.07M
|
+155,937
|
+939%
|
|
|
19
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$4.05M
|
-$5M
|
-191,530
|
-56%
|
|
|
20
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$4.04M
|
-$5.14K
|
-197
|
-0.1%
|
|
|
21
|
Atria Investments
Charlotte,
North Carolina
|
$3.94M
|
+$30.2K
|
+1,155
|
+0.8%
|
|
|
22
|
Train Babcock Advisors
New York
|
$3.71M
|
+$46.9K
|
+1,795
|
+1%
|
|
|
23
|
Condor Capital Management
Martinsville,
New Jersey
|
$3.69M
|
+$1.42M
|
+54,198
|
+66%
|
|
|
24
|
KCM Investment Advisors
Greenbrae,
California
|
$3.48M
|
-$578K
|
-22,130
|
-15%
|
|
|
25
|
HighTower Advisors
Chicago,
Illinois
|
$3.37M
|
+$1.38M
|
+52,843
|
+73%
|
|
