|
1
|
Windhaven Investment Management
Boston,
Massachusetts
|
$606M
|
-$45.1M
|
-1,826,660
|
-7%
|
|
|
2
|
Ronald Blue & Co
Roswell,
Georgia
|
$198M
|
-$4.4M
|
-178,163
|
-2%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$183M
|
-$70.5M
|
-2,855,895
|
-27%
|
|
|
4
|
BlackRock Advisors
Wilmington,
Delaware
|
$167M
|
+$247K
|
+10,004
|
+0.1%
|
|
|
5
|
BlackRock Institutional Trust
San Francisco,
California
|
$143M
|
–
|
–
|
–
|
|
|
6
|
|
$128M
|
-$13M
|
-525,818
|
-9%
|
|
|
7
|
State of New Jersey Common Pension Fund E
Trenton,
New Jersey
|
$124M
|
–
|
–
|
–
|
|
|
8
|
International Value Advisers
|
$124M
|
+$12M
|
+484,142
|
+10%
|
|
|
9
|
|
$99.3M
|
+$1.86M
|
+75,341
|
+2%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$81.4M
|
-$51.4M
|
-2,080,373
|
-37%
|
|
|
11
|
Schroder Investment Management Group
London,
United Kingdom
|
$48.8M
|
-$26.8M
|
-1,085,916
|
-34%
|
|
|
12
|
BlackRock Group
London,
United Kingdom
|
$38.1M
|
+$2.37M
|
+95,937
|
+6%
|
|
|
13
|
Convergent Wealth Advisors
Potomac,
Maryland
|
$35.4M
|
+$34.2M
|
+1,386,221
|
+1,057%
|
|
|
14
|
|
$34.7M
|
-$16.7M
|
-678,206
|
-31%
|
|
|
15
|
|
$34.7M
|
+$16.2M
|
+655,114
|
+79%
|
|
|
16
|
TD Asset Management
Toronto,
Ontario, Canada
|
$34.6M
|
-$3.17M
|
-128,190
|
-8%
|
|
|
17
|
|
$33.3M
|
+$22.4M
|
+907,207
|
+175%
|
|
|
18
|
Bank of New York Mellon
New York
|
$30.6M
|
+$12.5M
|
+504,265
|
+63%
|
|
|
19
|
United Services Automobile Association
San Antonio,
Texas
|
$25.2M
|
-$4.44M
|
-179,968
|
-14%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$24.8M
|
-$3.44M
|
-139,343
|
-12%
|
|
|
21
|
American Investment Services
Great Barrington,
Massachusetts
|
$24.3M
|
+$1.83M
|
+74,063
|
+8%
|
|
|
22
|
|
$23.4M
|
-$8.89M
|
-360,000
|
-26%
|
|
|
23
|
|
$22.3M
|
+$23.5M
|
+953,147
|
New
|
|
|
24
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$19.2M
|
-$4.52M
|
-182,904
|
-18%
|
|
|
25
|
Iconiq Capital
San Francisco,
California
|
$17.8M
|
+$3.3M
|
+133,698
|
+21%
|
|
