|
1
|
Windhaven Investment Management
Boston,
Massachusetts
|
$1.03B
|
+$519M
|
+21,359,127
|
+112%
|
|
|
2
|
|
$514M
|
–
|
–
|
–
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$373M
|
+$13.2M
|
+544,869
|
+4%
|
|
|
4
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$336M
|
+$50.2M
|
+2,064,948
|
+19%
|
|
|
5
|
International Value Advisers
|
$251M
|
-$994K
|
-40,898
|
-0.4%
|
|
|
6
|
BlackRock Advisors
Wilmington,
Delaware
|
$177M
|
-$2.81M
|
-115,447
|
-2%
|
|
|
7
|
BlackRock Group
London,
United Kingdom
|
$177M
|
+$4.99M
|
+205,258
|
+3%
|
|
|
8
|
|
$157M
|
+$21.3M
|
+878,622
|
+17%
|
|
|
9
|
BlackRock Institutional Trust
San Francisco,
California
|
$157M
|
–
|
–
|
–
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$115M
|
+$5.91M
|
+243,243
|
+6%
|
|
|
11
|
Ronald Blue & Co
Roswell,
Georgia
|
$108M
|
-$29.7M
|
-1,223,210
|
-22%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$102M
|
+$33.4M
|
+1,374,292
|
+52%
|
|
|
13
|
|
$102M
|
+$1.96M
|
+80,577
|
+2%
|
|
|
14
|
Personal Capital Advisors
Redwood City,
California
|
$54.8M
|
+$7.4M
|
+304,746
|
+17%
|
|
|
15
|
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
$47.9M
|
-$3.04M
|
-125,000
|
-6%
|
|
|
16
|
Moon Capital Management
New York
|
$44.8M
|
+$682K
|
+28,056
|
+2%
|
|
|
17
|
Parametric Portfolio Associates
Seattle,
Washington
|
$44.4M
|
+$15M
|
+616,818
|
+55%
|
|
|
18
|
Balentine LLC
Atlanta,
Georgia
|
$40.2M
|
+$7M
|
+288,072
|
+22%
|
|
|
19
|
American Investment Services
Great Barrington,
Massachusetts
|
$32.5M
|
+$1.13M
|
+46,563
|
+4%
|
|
|
20
|
Moody Lynn & Lieberson
Boston,
Massachusetts
|
$27.2M
|
+$2.63M
|
+108,154
|
+11%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$25.8M
|
+$3.24M
|
+133,417
|
+15%
|
|
|
22
|
|
$23.9M
|
-$58.3K
|
-2,399
|
-0.3%
|
|
|
23
|
Iconiq Capital
San Francisco,
California
|
$23.3M
|
-$29.9K
|
-1,229
|
-0.1%
|
|
|
24
|
|
$19.9M
|
+$14.6M
|
+601,550
|
+340%
|
|
|
25
|
Brinker Capital
Berwyn,
Pennsylvania
|
$19.9M
|
-$18.3M
|
-754,762
|
-49%
|
|
