|
1
|
Windhaven Investment Management
Boston,
Massachusetts
|
$473M
|
-$425M
|
-18,101,562
|
-46%
|
|
|
2
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$416M
|
+$79.8M
|
+3,403,312
|
+22%
|
|
|
3
|
BlackRock Group
London,
United Kingdom
|
$411M
|
+$260M
|
+11,097,579
|
+149%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$221M
|
-$204M
|
-8,693,162
|
-47%
|
|
|
5
|
International Value Advisers
|
$220M
|
-$16.6M
|
-708,249
|
-7%
|
|
|
6
|
BlackRock Advisors
Wilmington,
Delaware
|
$154M
|
+$27.5K
|
+1,172
|
+0%
|
|
|
7
|
|
$128M
|
-$15.9M
|
-676,887
|
-10%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$96.2M
|
-$11.8M
|
-504,277
|
-10%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$83.2M
|
-$31.5M
|
-1,344,216
|
-26%
|
|
|
10
|
Ronald Blue & Co
Roswell,
Georgia
|
$73.6M
|
-$5.3M
|
-226,023
|
-6%
|
|
|
11
|
Personal Capital Advisors
Redwood City,
California
|
$56.4M
|
+$3.25M
|
+138,567
|
+6%
|
|
|
12
|
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
$54M
|
-$7.62M
|
-325,000
|
-12%
|
|
|
13
|
Moon Capital Management
New York
|
$40.5M
|
+$1.12M
|
+47,684
|
+3%
|
|
|
14
|
|
$38M
|
+$23.8M
|
+1,014,850
|
+145%
|
|
|
15
|
Iconiq Capital
San Francisco,
California
|
$32M
|
+$11.3M
|
+479,745
|
+50%
|
|
|
16
|
SEI Investments
Oaks,
Pennsylvania
|
$31.5M
|
+$21.9M
|
+932,788
|
+190%
|
|
|
17
|
American Investment Services
Great Barrington,
Massachusetts
|
$29.1M
|
+$1.79M
|
+76,396
|
+6%
|
|
|
18
|
People's United Financial
Bridgeport,
Connecticut
|
$20.8M
|
+$22M
|
+938,114
|
+7,216,262%
|
|
|
19
|
Rainier Group Investment Advisory
Bellevue,
Washington
|
$19.8M
|
+$20.9M
|
+891,864
|
New
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$17.8M
|
-$9.83M
|
-419,107
|
-34%
|
|
|
21
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$16.2M
|
+$487K
|
+20,772
|
+3%
|
|
|
22
|
BlackRock Investment Management
Wilmington,
Delaware
|
$16.1M
|
-$880K
|
-37,535
|
-5%
|
|
|
23
|
3EDGE Asset Management
Naples,
Florida
|
$16M
|
+$16.9M
|
+721,600
|
New
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$15.8M
|
+$4.46M
|
+190,232
|
+36%
|
|
|
25
|
Central Trust Company
Jefferson City,
Missouri
|
$14.9M
|
+$11.8M
|
+502,190
|
+294%
|
|
