|
1
|
Bank of America
Charlotte,
North Carolina
|
$405M
|
+$50.5M
|
+876,793
|
+15%
|
|
|
2
|
Ronald Blue & Co
Roswell,
Georgia
|
$274M
|
+$269M
|
+4,661,197
|
New
|
|
|
3
|
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
$225M
|
+$73.4M
|
+1,275,000
|
+50%
|
|
|
4
|
BlackRock Institutional Trust
San Francisco,
California
|
$192M
|
+$106M
|
+1,834,403
|
+129%
|
|
|
5
|
|
$144M
|
+$17.9M
|
+311,607
|
+15%
|
|
|
6
|
Qualcomm Inc
San Diego,
California
|
$81.9M
|
–
|
–
|
–
|
|
|
7
|
Wharton Business Group
Malvern,
Pennsylvania
|
$61.4M
|
+$2.23M
|
+38,765
|
+4%
|
|
|
8
|
Allstate Corporation
Northbrook,
Illinois
|
$58.7M
|
+$57.6M
|
+1,000,000
|
New
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$48.6M
|
+$1.14M
|
+19,793
|
+2%
|
|
|
10
|
Lazard Asset Management
New York
|
$33.5M
|
-$3.48M
|
-60,457
|
-10%
|
|
|
11
|
|
$29.1M
|
-$14.9M
|
-258,476
|
-34%
|
|
|
12
|
|
$23.7M
|
–
|
–
|
–
|
|
|
13
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$22.4M
|
+$3.45M
|
+59,840
|
+19%
|
|
|
14
|
|
$12.3M
|
-$2.38M
|
-41,250
|
-16%
|
|
|
15
|
Mariner Wealth Advisors (Madison)
Overland Park,
Kansas
|
$10.9M
|
+$4.21K
|
+73
|
+0%
|
|
|
16
|
BlackRock Group
London,
United Kingdom
|
$10.7M
|
–
|
–
|
–
|
|
|
17
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$9.81M
|
-$1.84M
|
-32,000
|
-16%
|
|
|
18
|
BBVA USA Bancshares
Houston,
Texas
|
$9.33M
|
+$276K
|
+4,790
|
+3%
|
|
|
19
|
|
$8.3M
|
+$7.54M
|
+130,853
|
+1,246%
|
|
|
20
|
Aspiriant Holdings S3
Los Angeles,
California
|
$7.71M
|
+$2.94M
|
+51,075
|
+64%
|
|
|
21
|
Community Trust & Investment
Versailles,
Kentucky
|
$7.37M
|
+$736K
|
+12,784
|
+11%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$6.44M
|
-$984K
|
-17,083
|
-14%
|
|
|
23
|
Mutual of America Capital Management
New York
|
$6.14M
|
+$6.02M
|
+104,500
|
New
|
|
|
24
|
HighTower Advisors
Chicago,
Illinois
|
$5.59M
|
+$1.06M
|
+18,443
|
+24%
|
|
|
25
|
Raymond James & Associates
St Petersburg,
Florida
|
$5.26M
|
+$2.14M
|
+37,123
|
+71%
|
|
