|
1
|
|
$478M
|
+$458M
|
+20,040,600
|
+24,473%
|
|
|
2
|
Windhaven Investment Management
Boston,
Massachusetts
|
$451M
|
-$39.5M
|
-1,728,117
|
-8%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$334M
|
+$122M
|
+5,321,632
|
+61%
|
|
|
4
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$263M
|
+$35.3M
|
+1,543,835
|
+16%
|
|
|
5
|
International Value Advisers
|
$235M
|
+$25.2M
|
+1,101,981
|
+13%
|
|
|
6
|
BlackRock Advisors
Wilmington,
Delaware
|
$168M
|
+$74.8K
|
+3,270
|
+0%
|
|
|
7
|
BlackRock Group
London,
United Kingdom
|
$160M
|
+$92.3M
|
+4,034,328
|
+150%
|
|
|
8
|
BlackRock Institutional Trust
San Francisco,
California
|
$146M
|
–
|
–
|
–
|
|
|
9
|
LPL Financial
San Diego,
California
|
$144M
|
+$111M
|
+4,862,396
|
+411%
|
|
|
10
|
Ronald Blue & Co
Roswell,
Georgia
|
$130M
|
-$9.93M
|
-434,009
|
-7%
|
|
|
11
|
|
$125M
|
+$33.7M
|
+1,470,983
|
+39%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$101M
|
+$39.6M
|
+1,729,810
|
+69%
|
|
|
13
|
|
$93.4M
|
+$239K
|
+10,431
|
+0.3%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$62.7M
|
+$25.2M
|
+1,099,443
|
+71%
|
|
|
15
|
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
$47.5M
|
-$50.3M
|
-2,200,000
|
-52%
|
|
|
16
|
Personal Capital Advisors
Redwood City,
California
|
$43.8M
|
+$9.97M
|
+435,685
|
+31%
|
|
|
17
|
Moon Capital Management
New York
|
$41M
|
+$2.75M
|
+120,240
|
+7%
|
|
|
18
|
Brinker Capital
Berwyn,
Pennsylvania
|
$36.4M
|
+$21.9M
|
+956,762
|
+166%
|
|
|
19
|
Balentine LLC
Atlanta,
Georgia
|
$30.6M
|
+$29.4M
|
+1,285,920
|
+642,960%
|
|
|
20
|
American Investment Services
Great Barrington,
Massachusetts
|
$29.2M
|
+$1.1M
|
+48,259
|
+4%
|
|
|
21
|
Parametric Portfolio Associates
Seattle,
Washington
|
$26.6M
|
+$24.5M
|
+1,071,425
|
+2,141%
|
|
|
22
|
Moody Lynn & Lieberson
Boston,
Massachusetts
|
$23.6M
|
+$21.7M
|
+946,668
|
New
|
|
|
23
|
|
$22.3M
|
+$68.8K
|
+3,008
|
+0.3%
|
|
|
24
|
Iconiq Capital
San Francisco,
California
|
$21.7M
|
+$29.2K
|
+1,277
|
+0.1%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$20.8M
|
+$4.45M
|
+194,737
|
+29%
|
|
