|
1
|
Windhaven Investment Management
Boston,
Massachusetts
|
$1B
|
-$23.7M
|
-922,136
|
-2%
|
|
|
2
|
|
$599M
|
+$89.2M
|
+3,465,061
|
+17%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$474M
|
+$104M
|
+4,057,014
|
+28%
|
|
|
4
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$390M
|
+$57.2M
|
+2,221,855
|
+17%
|
|
|
5
|
International Value Advisers
|
$270M
|
+$20.9M
|
+810,253
|
+8%
|
|
|
6
|
BlackRock Group
London,
United Kingdom
|
$189M
|
+$13.2M
|
+511,269
|
+7%
|
|
|
7
|
BlackRock Advisors
Wilmington,
Delaware
|
$177M
|
+$198K
|
+7,687
|
+0.1%
|
|
|
8
|
|
$164M
|
+$8.49M
|
+330,076
|
+5%
|
|
|
9
|
BlackRock Institutional Trust
San Francisco,
California
|
$156M
|
–
|
–
|
–
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$129M
|
+$15.8M
|
+612,473
|
+14%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$123M
|
+$21.3M
|
+828,219
|
+21%
|
|
|
12
|
Ronald Blue & Co
Roswell,
Georgia
|
$90M
|
-$17.8M
|
-691,464
|
-16%
|
|
|
13
|
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
$70.1M
|
+$22.8M
|
+887,250
|
+47%
|
|
|
14
|
Balentine LLC
Atlanta,
Georgia
|
$62.7M
|
+$23M
|
+894,843
|
+57%
|
|
|
15
|
Personal Capital Advisors
Redwood City,
California
|
$61.3M
|
+$6.66M
|
+258,778
|
+12%
|
|
|
16
|
Parametric Portfolio Associates
Seattle,
Washington
|
$51.4M
|
+$7.34M
|
+285,091
|
+16%
|
|
|
17
|
Moon Capital Management
New York
|
$45.1M
|
+$618K
|
+24,007
|
+1%
|
|
|
18
|
American Investment Services
Great Barrington,
Massachusetts
|
$31.5M
|
-$915K
|
-35,543
|
-3%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$31M
|
+$5.44M
|
+211,373
|
+21%
|
|
|
20
|
|
$24.6M
|
+$845K
|
+32,835
|
+4%
|
|
|
21
|
Iconiq Capital
San Francisco,
California
|
$24.5M
|
+$1.34M
|
+52,229
|
+6%
|
|
|
22
|
Evercore Wealth Management
New York
|
$22M
|
+$21.5M
|
+836,676
|
+2,659%
|
|
|
23
|
Moody Lynn & Lieberson
Boston,
Massachusetts
|
$21.5M
|
-$4.41M
|
-171,321
|
-16%
|
|
|
24
|
BlackRock Investment Management
Wilmington,
Delaware
|
$19.4M
|
+$179K
|
+6,958
|
+0.9%
|
|
|
25
|
Raymond James & Associates
St Petersburg,
Florida
|
$18M
|
+$2.05M
|
+79,547
|
+13%
|
|
