|
1
|
Windhaven Investment Management
Boston,
Massachusetts
|
$567M
|
+$5.21M
|
+220,922
|
+0.9%
|
|
|
2
|
BlackRock Advisors
Wilmington,
Delaware
|
$279M
|
-$62.6M
|
-2,653,658
|
-18%
|
|
|
3
|
Ronald Blue & Co
Roswell,
Georgia
|
$221M
|
-$10M
|
-424,781
|
-4%
|
|
|
4
|
International Value Advisers
|
$188M
|
+$42.1M
|
+1,785,174
|
+28%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$169M
|
+$54.8M
|
+2,323,554
|
+46%
|
|
|
6
|
BlackRock Institutional Trust
San Francisco,
California
|
$141M
|
–
|
–
|
–
|
|
|
7
|
|
$116M
|
-$2.04M
|
-86,666
|
-2%
|
|
|
8
|
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
$98.5M
|
–
|
–
|
–
|
|
|
9
|
|
$91.4M
|
-$232K
|
-9,850
|
-0.2%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$71M
|
+$50.4M
|
+2,136,039
|
+234%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$70.4M
|
+$2.54M
|
+107,675
|
+4%
|
|
|
12
|
Iconiq Capital
San Francisco,
California
|
$66.7M
|
+$642K
|
+27,223
|
+0.9%
|
|
|
13
|
BlackRock Group
London,
United Kingdom
|
$56.4M
|
+$2.19M
|
+93,048
|
+4%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$47.2M
|
+$4.53M
|
+192,057
|
+10%
|
|
|
15
|
Accredited Investors
Edina,
Minnesota
|
$34.7M
|
+$35.7M
|
+1,515,365
|
New
|
|
|
16
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$34.4M
|
+$35.4M
|
+1,503,523
|
New
|
|
|
17
|
American Investment Services
Great Barrington,
Massachusetts
|
$28.4M
|
+$1.54M
|
+65,537
|
+6%
|
|
|
18
|
BCWM LLC
Overland Park,
Kansas
|
$25.3M
|
+$49.6K
|
+2,106
|
+2%
|
|
|
19
|
Personal Capital Advisors
Redwood City,
California
|
$24.4M
|
+$6.23M
|
+264,286
|
+33%
|
|
|
20
|
Gibson Capital
Wexford,
Pennsylvania
|
$19M
|
+$2.73M
|
+115,831
|
+16%
|
|
|
21
|
|
$18.5M
|
+$221K
|
+9,382
|
+1%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$17.9M
|
+$2.65M
|
+112,508
|
+17%
|
|
|
23
|
Gradient Investments
Arden Hills,
Minnesota
|
$16.3M
|
+$9.68M
|
+410,447
|
+135%
|
|
|
24
|
BlackRock Investment Management
Wilmington,
Delaware
|
$14.5M
|
+$520K
|
+22,046
|
+4%
|
|
|
25
|
Brinker Capital
Berwyn,
Pennsylvania
|
$14.5M
|
+$3.64M
|
+154,289
|
+32%
|
|
