|
1
|
Windhaven Investment Management
Boston,
Massachusetts
|
$252M
|
+$5.39M
|
+213,404
|
+2%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$237M
|
-$28.8M
|
-1,140,602
|
-11%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$69.1M
|
+$5.84M
|
+231,025
|
+10%
|
|
|
4
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$44.3M
|
+$11.3M
|
+448,803
|
+37%
|
|
|
5
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$39.7M
|
+$37.3M
|
+1,475,980
|
+6,902%
|
|
|
6
|
|
$34.9M
|
-$8.73M
|
-345,530
|
-21%
|
|
|
7
|
|
$34M
|
-$2.5M
|
-98,813
|
-7%
|
|
|
8
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$23.1M
|
-$3.62M
|
-143,217
|
-14%
|
|
|
9
|
United Services Automobile Association
San Antonio,
Texas
|
$19.2M
|
+$1.57M
|
+62,000
|
+9%
|
|
|
10
|
Psagot Value Holdings
Tel Aviv,
Israel
|
$14.5M
|
+$974K
|
+38,569
|
+8%
|
|
|
11
|
Managed Account Advisors
Jersey City,
New Jersey
|
$13.9M
|
+$4.48M
|
+177,425
|
+51%
|
|
|
12
|
Howland Capital Management
Boston,
Massachusetts
|
$12.9M
|
+$1.93M
|
+76,292
|
+19%
|
|
|
13
|
Cobblestone Capital Advisors
Rochester,
New York
|
$12.6M
|
+$91.7K
|
+3,630
|
+0.8%
|
|
|
14
|
North American Management
Boston,
Massachusetts
|
$8.97M
|
-$530K
|
-20,995
|
-6%
|
|
|
15
|
Synovus Financial
Columbus,
Georgia
|
$8.37M
|
+$145K
|
+5,732
|
+2%
|
|
|
16
|
Cedar Hill Associates
Chicago,
Illinois
|
$8.29M
|
+$4.42K
|
+175
|
+0.1%
|
|
|
17
|
Camarda Financial Advisors
Fleming Island,
Florida
|
$8.23M
|
+$7.84M
|
+310,297
|
New
|
|
|
18
|
Boston Advisors
Boston,
Massachusetts
|
$6.62M
|
+$418K
|
+16,532
|
+7%
|
|
|
19
|
Cabot Wealth Management
Salem,
Massachusetts
|
$5.04M
|
-$76
|
-3
|
-0%
|
|
|
20
|
KCM Investment Advisors
Greenbrae,
California
|
$4.28M
|
+$782K
|
+30,949
|
+24%
|
|
|
21
|
Condor Capital Management
Martinsville,
New Jersey
|
$4.01M
|
+$270K
|
+10,670
|
+8%
|
|
|
22
|
Ohio Public Employees Retirement System (OPERS)
Columbus,
Ohio
|
$4M
|
-$926K
|
-36,649
|
-20%
|
|
|
23
|
Ancora Advisors
Cleveland,
Ohio
|
$3.97M
|
+$70.8K
|
+2,801
|
+2%
|
|
|
24
|
Train Babcock Advisors
New York
|
$3.85M
|
+$4.22K
|
+167
|
+0.1%
|
|
|
25
|
Family Capital Trust
Peabody,
Massachusetts
|
$3.58M
|
+$6.32K
|
+250
|
+0.2%
|
|
