|
1
|
Windhaven Investment Management
Boston,
Massachusetts
|
$647M
|
-$23.9M
|
-963,561
|
-3%
|
|
|
2
|
Ronald Blue & Co
Roswell,
Georgia
|
$239M
|
+$7.3M
|
+294,178
|
+3%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$202M
|
-$209K
|
-8,431
|
-0.1%
|
|
|
4
|
BlackRock Advisors
Wilmington,
Delaware
|
$176M
|
-$4.64M
|
-186,772
|
-2%
|
|
|
5
|
BlackRock Institutional Trust
San Francisco,
California
|
$144M
|
–
|
–
|
–
|
|
|
6
|
International Value Advisers
|
$127M
|
+$1.86M
|
+74,935
|
+1%
|
|
|
7
|
|
$121M
|
+$2.1M
|
+84,432
|
+2%
|
|
|
8
|
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
$105M
|
-$18.6M
|
-750,000
|
-14%
|
|
|
9
|
|
$94M
|
+$645K
|
+25,999
|
+0.7%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$80.8M
|
-$2.16M
|
-87,050
|
-2%
|
|
|
11
|
BlackRock Group
London,
United Kingdom
|
$51.2M
|
+$6.19M
|
+249,164
|
+13%
|
|
|
12
|
|
$49.5M
|
+$7.66M
|
+308,642
|
+17%
|
|
|
13
|
Convergent Wealth Advisors
Potomac,
Maryland
|
$36.2M
|
+$113K
|
+4,552
|
+0.3%
|
|
|
14
|
TD Asset Management
Toronto,
Ontario, Canada
|
$26.7M
|
-$7.02M
|
-282,707
|
-20%
|
|
|
15
|
American Investment Services
Great Barrington,
Massachusetts
|
$26.6M
|
+$755K
|
+30,420
|
+3%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$22.8M
|
-$1.62M
|
-65,153
|
-6%
|
|
|
17
|
|
$19.4M
|
-$3.21M
|
-129,197
|
-14%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$18.7M
|
+$79.1K
|
+3,188
|
+0.4%
|
|
|
19
|
Gibson Capital
Wexford,
Pennsylvania
|
$18.6M
|
-$75.4K
|
-3,036
|
-0.4%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$17.6M
|
+$123K
|
+4,970
|
+0.7%
|
|
|
21
|
Iconiq Capital
San Francisco,
California
|
$17.4M
|
-$354K
|
-14,276
|
-2%
|
|
|
22
|
|
$16.4M
|
+$2.14M
|
+86,119
|
+14%
|
|
|
23
|
Personal Capital Advisors
Redwood City,
California
|
$15.8M
|
+$4.32M
|
+173,850
|
+35%
|
|
|
24
|
Bank of New York Mellon
New York
|
$15.8M
|
+$248K
|
+9,997
|
+2%
|
|
|
25
|
W.K. Kellogg Foundation Trust
Battle Creek,
Michigan
|
$14.3M
|
–
|
–
|
–
|
|
