|
1
|
Windhaven Investment Management
Boston,
Massachusetts
|
$660M
|
+$9.95M
|
+396,702
|
+2%
|
|
|
2
|
Ronald Blue & Co
Roswell,
Georgia
|
$236M
|
+$25.8M
|
+1,029,444
|
+12%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$202M
|
+$6.59M
|
+262,896
|
+3%
|
|
|
4
|
BlackRock Advisors
Wilmington,
Delaware
|
$193M
|
+$15.8M
|
+629,695
|
+9%
|
|
|
5
|
BlackRock Institutional Trust
San Francisco,
California
|
$153M
|
–
|
–
|
–
|
|
|
6
|
|
$132M
|
-$4.56M
|
-181,585
|
-3%
|
|
|
7
|
State of New Jersey Common Pension Fund E
Trenton,
New Jersey
|
$131M
|
-$1.96M
|
-78,200
|
-1%
|
|
|
8
|
International Value Advisers
|
$129M
|
-$2.99M
|
-119,155
|
-2%
|
|
|
9
|
|
$99.5M
|
-$6.34M
|
-252,661
|
-6%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$93M
|
+$6.34M
|
+252,617
|
+7%
|
|
|
11
|
Schroder Investment Management Group
London,
United Kingdom
|
$69.6M
|
+$17.8M
|
+710,783
|
+34%
|
|
|
12
|
BlackRock Group
London,
United Kingdom
|
$46.8M
|
+$6.22M
|
+247,877
|
+15%
|
|
|
13
|
|
$39.1M
|
+$2.17M
|
+86,647
|
+6%
|
|
|
14
|
Convergent Wealth Advisors
Potomac,
Maryland
|
$39.1M
|
+$1.33M
|
+52,963
|
+3%
|
|
|
15
|
TD Asset Management
Toronto,
Ontario, Canada
|
$36.4M
|
-$458K
|
-18,250
|
-1%
|
|
|
16
|
American Investment Services
Great Barrington,
Massachusetts
|
$27.1M
|
+$1.2M
|
+47,978
|
+5%
|
|
|
17
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$26.3M
|
+$5.89M
|
+234,945
|
+29%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$25M
|
-$1.45M
|
-57,605
|
-5%
|
|
|
19
|
|
$24.9M
|
–
|
–
|
–
|
|
|
20
|
|
$21.4M
|
-$14.2M
|
-565,598
|
-40%
|
|
|
21
|
Gibson Capital
Wexford,
Pennsylvania
|
$18.7M
|
+$6.03M
|
+240,279
|
+47%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$18.1M
|
+$5.37M
|
+214,150
|
+42%
|
|
|
23
|
Bank of New York Mellon
New York
|
$17M
|
-$15.8M
|
-627,859
|
-48%
|
|
|
24
|
Iconiq Capital
San Francisco,
California
|
$16.9M
|
-$2.02M
|
-80,375
|
-11%
|
|
|
25
|
|
$16.4M
|
-$20.7M
|
-824,535
|
-56%
|
|
