|
1
|
Windhaven Investment Management
Boston,
Massachusetts
|
$725M
|
+$52.1M
|
+2,085,437
|
+8%
|
|
|
2
|
Ronald Blue & Co
Roswell,
Georgia
|
$255M
|
+$10M
|
+400,179
|
+4%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$222M
|
+$13.3M
|
+531,439
|
+7%
|
|
|
4
|
BlackRock Advisors
Wilmington,
Delaware
|
$198M
|
-$1.53M
|
-61,193
|
-0.8%
|
|
|
5
|
BlackRock Institutional Trust
San Francisco,
California
|
$158M
|
–
|
–
|
–
|
|
|
6
|
International Value Advisers
|
$138M
|
+$4.42M
|
+176,956
|
+3%
|
|
|
7
|
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
$135M
|
+$131M
|
+5,250,000
|
New
|
|
|
8
|
|
$131M
|
-$5.22M
|
-208,902
|
-4%
|
|
|
9
|
|
$103M
|
-$254K
|
-10,139
|
-0.3%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$91.2M
|
-$4.95M
|
-197,863
|
-5%
|
|
|
11
|
BlackRock Group
London,
United Kingdom
|
$50M
|
+$1.49M
|
+59,704
|
+3%
|
|
|
12
|
|
$46.5M
|
+$5.89M
|
+235,659
|
+15%
|
|
|
13
|
Convergent Wealth Advisors
Potomac,
Maryland
|
$39.7M
|
-$721K
|
-28,826
|
-2%
|
|
|
14
|
TD Asset Management
Toronto,
Ontario, Canada
|
$36.7M
|
-$894K
|
-35,755
|
-2%
|
|
|
15
|
|
$31.1M
|
+$19.9M
|
+795,731
|
+194%
|
|
|
16
|
American Investment Services
Great Barrington,
Massachusetts
|
$28.5M
|
+$402K
|
+16,063
|
+1%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$26.7M
|
+$733K
|
+29,313
|
+3%
|
|
|
18
|
|
$25.8M
|
–
|
–
|
–
|
|
|
19
|
|
$24.6M
|
+$2.41M
|
+96,531
|
+11%
|
|
|
20
|
Gibson Capital
Wexford,
Pennsylvania
|
$20.5M
|
+$1.18M
|
+47,120
|
+6%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$20.5M
|
+$5.32M
|
+212,602
|
+37%
|
|
|
22
|
Iconiq Capital
San Francisco,
California
|
$19.6M
|
+$1.97M
|
+78,744
|
+12%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$19.3M
|
+$482K
|
+19,285
|
+3%
|
|
|
24
|
Bank of New York Mellon
New York
|
$17.1M
|
-$424K
|
-16,974
|
-2%
|
|
|
25
|
United Services Automobile Association
San Antonio,
Texas
|
$16.7M
|
–
|
–
|
–
|
|
