|
1
|
Windhaven Investment Management
Boston,
Massachusetts
|
$561M
|
-$67.7M
|
-2,911,827
|
-11%
|
|
|
2
|
BlackRock Advisors
Wilmington,
Delaware
|
$340M
|
+$171M
|
+7,335,370
|
+98%
|
|
|
3
|
Ronald Blue & Co
Roswell,
Georgia
|
$230M
|
-$2.91M
|
-125,272
|
-1%
|
|
|
4
|
International Value Advisers
|
$147M
|
+$22.6M
|
+969,962
|
+18%
|
|
|
5
|
BlackRock Institutional Trust
San Francisco,
California
|
$140M
|
–
|
–
|
–
|
|
|
6
|
Schroder Investment Management Group
London,
United Kingdom
|
$127M
|
+$120M
|
+5,176,545
|
+1,368%
|
|
|
7
|
|
$118M
|
-$790K
|
-33,966
|
-0.7%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$115M
|
-$83.3M
|
-3,584,211
|
-42%
|
|
|
9
|
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
$98.4M
|
-$4.65M
|
-200,000
|
-4%
|
|
|
10
|
|
$91.6M
|
-$304K
|
-13,064
|
-0.3%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$67.8M
|
-$11.4M
|
-489,322
|
-14%
|
|
|
12
|
Iconiq Capital
San Francisco,
California
|
$66M
|
+$49.7M
|
+2,137,869
|
+287%
|
|
|
13
|
BlackRock Group
London,
United Kingdom
|
$54.2M
|
+$4.21M
|
+181,270
|
+8%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$42.8M
|
+$43.5M
|
+1,869,312
|
New
|
|
|
15
|
American Investment Services
Great Barrington,
Massachusetts
|
$26.9M
|
+$869K
|
+37,389
|
+3%
|
|
|
16
|
BCWM LLC
Overland Park,
Kansas
|
$24.8M
|
+$585K
|
+25,168
|
+30%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$20.9M
|
-$1.35M
|
-57,863
|
-6%
|
|
|
18
|
|
$18.3M
|
-$686K
|
-29,487
|
-4%
|
|
|
19
|
Personal Capital Advisors
Redwood City,
California
|
$18.1M
|
+$2.68M
|
+115,167
|
+17%
|
|
|
20
|
Convergent Wealth Advisors
Potomac,
Maryland
|
$17.4M
|
-$18.3M
|
-786,948
|
-51%
|
|
|
21
|
Gibson Capital
Wexford,
Pennsylvania
|
$16.4M
|
-$1.77M
|
-76,257
|
-10%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$15.3M
|
-$1.97M
|
-84,821
|
-11%
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$14.2M
|
+$2.28M
|
+98,214
|
+19%
|
|
|
24
|
BlackRock Investment Management
Wilmington,
Delaware
|
$14M
|
+$345K
|
+14,820
|
+2%
|
|
|
25
|
United Services Automobile Association
San Antonio,
Texas
|
$13.7M
|
–
|
–
|
–
|
|
