|
1
|
Windhaven Investment Management
Boston,
Massachusetts
|
$495M
|
-$40.2M
|
-1,851,674
|
-7%
|
|
|
2
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$203M
|
+$47.9M
|
+2,205,200
|
+31%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$199M
|
+$31.2M
|
+1,436,038
|
+18%
|
|
|
4
|
International Value Advisers
|
$193M
|
+$5.42M
|
+249,429
|
+3%
|
|
|
5
|
Ronald Blue & Co
Roswell,
Georgia
|
$163M
|
-$47.9M
|
-2,205,715
|
-23%
|
|
|
6
|
BlackRock Advisors
Wilmington,
Delaware
|
$152M
|
-$112M
|
-5,149,478
|
-42%
|
|
|
7
|
BlackRock Institutional Trust
San Francisco,
California
|
$132M
|
–
|
–
|
–
|
|
|
8
|
|
$92.8M
|
-$10.4M
|
-477,452
|
-10%
|
|
|
9
|
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
$92.7M
|
–
|
–
|
–
|
|
|
10
|
|
$85M
|
-$1.17M
|
-53,771
|
-1%
|
|
|
11
|
Iconiq Capital
San Francisco,
California
|
$60.7M
|
-$1.95M
|
-89,697
|
-3%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$58.8M
|
-$5.8M
|
-266,775
|
-9%
|
|
|
13
|
BlackRock Group
London,
United Kingdom
|
$57.5M
|
+$3.74M
|
+172,152
|
+7%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$43.1M
|
-$5.77M
|
-265,675
|
-12%
|
|
|
15
|
Personal Capital Advisors
Redwood City,
California
|
$32.1M
|
+$3.7M
|
+170,399
|
+13%
|
|
|
16
|
American Investment Services
Great Barrington,
Massachusetts
|
$28M
|
+$372K
|
+17,129
|
+1%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$26M
|
+$9.18M
|
+422,603
|
+54%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$19.6M
|
-$46.7M
|
-2,148,402
|
-71%
|
|
|
19
|
Zions Bancorporation
Salt Lake City,
Utah
|
$18.3M
|
+$4.12M
|
+189,402
|
+28%
|
|
|
20
|
Gradient Investments
Arden Hills,
Minnesota
|
$17.6M
|
+$656K
|
+30,199
|
+4%
|
|
|
21
|
Gibson Capital
Wexford,
Pennsylvania
|
$17.6M
|
-$276K
|
-12,711
|
-2%
|
|
|
22
|
|
$17.2M
|
-$1.5M
|
-69,187
|
-8%
|
|
|
23
|
BlackRock Investment Management
Wilmington,
Delaware
|
$15.5M
|
+$1.71M
|
+78,832
|
+12%
|
|
|
24
|
|
$11.7M
|
–
|
–
|
–
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$10.6M
|
-$1.87M
|
-86,131
|
-15%
|
|
