|
1
|
Windhaven Investment Management
Boston,
Massachusetts
|
$716M
|
+$168M
|
+6,490,882
|
+31%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$276M
|
-$13M
|
-505,468
|
-5%
|
|
|
3
|
Ronald Blue & Co
Roswell,
Georgia
|
$223M
|
+$47.6M
|
+1,844,295
|
+27%
|
|
|
4
|
BlackRock Advisors
Wilmington,
Delaware
|
$184M
|
+$261K
|
+10,094
|
+0.1%
|
|
|
5
|
BlackRock Institutional Trust
San Francisco,
California
|
$158M
|
–
|
–
|
–
|
|
|
6
|
|
$155M
|
+$7.08M
|
+274,260
|
+5%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$144M
|
-$17M
|
-656,742
|
-11%
|
|
|
8
|
State of New Jersey Common Pension Fund E
Trenton,
New Jersey
|
$137M
|
–
|
–
|
–
|
|
|
9
|
International Value Advisers
|
$124M
|
-$26.3M
|
-1,020,602
|
-17%
|
|
|
10
|
|
$108M
|
-$3.27M
|
-126,853
|
-3%
|
|
|
11
|
Schroder Investment Management Group
London,
United Kingdom
|
$81.8M
|
+$65.2M
|
+2,527,426
|
+391%
|
|
|
12
|
|
$55.8M
|
-$22.5M
|
-871,118
|
-29%
|
|
|
13
|
Wind River Trust Company
Jackson,
Wyoming
|
$42M
|
+$117K
|
+4,516
|
+3%
|
|
|
14
|
TD Asset Management
Toronto,
Ontario, Canada
|
$41.5M
|
+$2.05M
|
+79,252
|
+5%
|
|
|
15
|
BlackRock Group
London,
United Kingdom
|
$39.6M
|
–
|
–
|
–
|
|
|
16
|
|
$35.1M
|
–
|
–
|
–
|
|
|
17
|
United Services Automobile Association
San Antonio,
Texas
|
$32.5M
|
+$2.58M
|
+100,000
|
+9%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$31.5M
|
+$105K
|
+4,057
|
+0.3%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$29.7M
|
-$2.26M
|
-87,528
|
-7%
|
|
|
20
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$25.9M
|
-$952K
|
-36,890
|
-4%
|
|
|
21
|
American Investment Services
Great Barrington,
Massachusetts
|
$25M
|
+$9.87M
|
+382,417
|
+65%
|
|
|
22
|
|
$21.4M
|
+$5.08M
|
+196,845
|
+31%
|
|
|
23
|
Bank of New York Mellon
New York
|
$20.8M
|
+$5.28M
|
+204,535
|
+34%
|
|
|
24
|
Ohio Public Employees Retirement System (OPERS)
Columbus,
Ohio
|
$20.6M
|
–
|
–
|
–
|
|
|
25
|
American Asset Management
Boca Raton,
Florida
|
$20.4M
|
-$1.93M
|
-74,862
|
-9%
|
|
