|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$576M
|
+$122M
|
+5,193,775
|
+28%
|
|
|
2
|
Windhaven Investment Management
Boston,
Massachusetts
|
$452M
|
-$59.4M
|
-2,527,315
|
-12%
|
|
|
3
|
|
$443M
|
+$431M
|
+18,353,925
|
+22,413%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$245M
|
+$5.19M
|
+220,934
|
+2%
|
|
|
5
|
International Value Advisers
|
$234M
|
-$5.24M
|
-223,089
|
-2%
|
|
|
6
|
|
$140M
|
+$1.07M
|
+45,557
|
+0.8%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$114M
|
+$9.41M
|
+400,621
|
+9%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$92.1M
|
+$1.82M
|
+77,267
|
+2%
|
|
|
9
|
Ronald Blue & Co
Roswell,
Georgia
|
$79.1M
|
-$611K
|
-25,988
|
-0.8%
|
|
|
10
|
Personal Capital Advisors
Redwood City,
California
|
$78.2M
|
+$16.3M
|
+694,015
|
+27%
|
|
|
11
|
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
$72.1M
|
+$13.2M
|
+562,750
|
+23%
|
|
|
12
|
Moon Capital Management
New York
|
$43.8M
|
-$37.1K
|
-1,580
|
-0.1%
|
|
|
13
|
|
$39.1M
|
-$2.08M
|
-88,427
|
-5%
|
|
|
14
|
Iconiq Capital
San Francisco,
California
|
$32.2M
|
-$2.41M
|
-102,437
|
-7%
|
|
|
15
|
American Investment Services
Great Barrington,
Massachusetts
|
$31.5M
|
-$65.3K
|
-2,777
|
-0.2%
|
|
|
16
|
SEI Investments
Oaks,
Pennsylvania
|
$31.4M
|
-$2.75M
|
-117,115
|
-8%
|
|
|
17
|
3EDGE Asset Management
Naples,
Florida
|
$29.1M
|
+$11.5M
|
+490,850
|
+68%
|
|
|
18
|
People's United Financial
Bridgeport,
Connecticut
|
$24.4M
|
+$1.81M
|
+77,057
|
+8%
|
|
|
19
|
Commonwealth of Pennsylvania Public School Employees Retirement System
Harrisburg,
Pennsylvania
|
$22.7M
|
+$22.2M
|
+945,442
|
New
|
|
|
20
|
Central Trust Company
Jefferson City,
Missouri
|
$21.6M
|
+$5.32M
|
+226,495
|
+34%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$20.3M
|
+$1.03M
|
+43,659
|
+5%
|
|
|
22
|
Rainier Group Investment Advisory
Bellevue,
Washington
|
$19.5M
|
-$1.87M
|
-79,617
|
-9%
|
|
|
23
|
Aberdeen Asset Management
Aberdeen,
United Kingdom
|
$19.2M
|
+$18.8M
|
+800,966
|
New
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$17.4M
|
+$231K
|
+9,836
|
+1%
|
|
|
25
|
Ameriprise
Minneapolis,
Minnesota
|
$16.3M
|
+$2.28M
|
+97,150
|
+17%
|
|
