|
1
|
Windhaven Investment Management
Boston,
Massachusetts
|
$562M
|
+$951K
|
+41,202
|
+0.2%
|
|
|
2
|
BlackRock Advisors
Wilmington,
Delaware
|
$277M
|
+$202K
|
+8,741
|
+0.1%
|
|
|
3
|
Ronald Blue & Co
Roswell,
Georgia
|
$222M
|
+$3.22M
|
+139,481
|
+1%
|
|
|
4
|
International Value Advisers
|
$197M
|
+$11.8M
|
+513,292
|
+6%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$177M
|
+$10.4M
|
+452,592
|
+6%
|
|
|
6
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$164M
|
+$132M
|
+5,705,874
|
+380%
|
|
|
7
|
BlackRock Institutional Trust
San Francisco,
California
|
$139M
|
–
|
–
|
–
|
|
|
8
|
|
$108M
|
-$6.25M
|
-271,057
|
-5%
|
|
|
9
|
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
$97.5M
|
–
|
–
|
–
|
|
|
10
|
|
$90.6M
|
+$60.9K
|
+2,641
|
+0.1%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$68.7M
|
-$159K
|
-6,880
|
-0.2%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$67.9M
|
-$1.76M
|
-76,465
|
-2%
|
|
|
13
|
Iconiq Capital
San Francisco,
California
|
$65.9M
|
-$133K
|
-5,776
|
-0.2%
|
|
|
14
|
BlackRock Group
London,
United Kingdom
|
$56.5M
|
+$677K
|
+29,340
|
+1%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$51.3M
|
+$4.66M
|
+201,993
|
+10%
|
|
|
16
|
Accredited Investors
Edina,
Minnesota
|
$33.3M
|
-$1.13M
|
-48,863
|
-3%
|
|
|
17
|
Personal Capital Advisors
Redwood City,
California
|
$29.9M
|
+$6.05M
|
+262,308
|
+25%
|
|
|
18
|
American Investment Services
Great Barrington,
Massachusetts
|
$29.1M
|
+$962K
|
+41,712
|
+3%
|
|
|
19
|
|
$19.7M
|
+$1.39M
|
+60,399
|
+7%
|
|
|
20
|
Gibson Capital
Wexford,
Pennsylvania
|
$18.8M
|
-$24.1K
|
-1,045
|
-0.1%
|
|
|
21
|
Gradient Investments
Arden Hills,
Minnesota
|
$17.9M
|
+$1.71M
|
+73,962
|
+10%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$17.8M
|
+$61.7K
|
+2,672
|
+0.3%
|
|
|
23
|
Zions Bancorporation
Salt Lake City,
Utah
|
$15.2M
|
+$15.4M
|
+668,284
|
New
|
|
|
24
|
BlackRock Investment Management
Wilmington,
Delaware
|
$14.5M
|
+$135K
|
+5,852
|
+0.9%
|
|
|
25
|
United Services Automobile Association
San Antonio,
Texas
|
$13.6M
|
–
|
–
|
–
|
|
