|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$697M
|
+$127M
|
+5,241,487
|
+22%
|
|
|
2
|
|
$539M
|
+$100M
|
+4,149,962
|
+23%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$292M
|
+$48.8M
|
+2,015,154
|
+20%
|
|
|
4
|
Windhaven Investment Management
Boston,
Massachusetts
|
$248M
|
-$204M
|
-8,416,125
|
-45%
|
|
|
5
|
International Value Advisers
|
$231M
|
-$1.51M
|
-62,208
|
-0.6%
|
|
|
6
|
|
$147M
|
+$7.74M
|
+319,784
|
+5%
|
|
|
7
|
|
$134M
|
+$134M
|
+5,516,580
|
+6,298%
|
|
|
8
|
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
$127M
|
+$127M
|
+5,250,600
|
+10,491%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$118M
|
+$4.55M
|
+188,186
|
+4%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$97.4M
|
+$5.93M
|
+245,069
|
+6%
|
|
|
11
|
Personal Capital Advisors
Redwood City,
California
|
$88.3M
|
+$11.1M
|
+458,028
|
+14%
|
|
|
12
|
Ronald Blue & Co
Roswell,
Georgia
|
$78.3M
|
-$409K
|
-16,915
|
-0.5%
|
|
|
13
|
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
$71.6M
|
–
|
–
|
–
|
|
|
14
|
|
$43.9M
|
+$5.09M
|
+210,100
|
+13%
|
|
|
15
|
Moon Capital Management
New York
|
$43.3M
|
-$306K
|
-12,652
|
-0.7%
|
|
|
16
|
3EDGE Asset Management
Naples,
Florida
|
$37.9M
|
+$9.1M
|
+375,950
|
+31%
|
|
|
17
|
Bridgewater Associates
Westport,
Connecticut
|
$36.8M
|
+$37.3M
|
+1,541,585
|
New
|
|
|
18
|
SEI Investments
Oaks,
Pennsylvania
|
$36.2M
|
+$5.14M
|
+212,286
|
+16%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$34.8M
|
+$22.8M
|
+941,661
|
+182%
|
|
|
20
|
Fiduciary Trust International
Lincoln,
Massachusetts
|
$33.4M
|
+$33.9M
|
+1,400,693
|
New
|
|
|
21
|
American Investment Services
Great Barrington,
Massachusetts
|
$31.9M
|
+$570K
|
+23,566
|
+2%
|
|
|
22
|
Iconiq Capital
San Francisco,
California
|
$31.3M
|
-$772K
|
-31,879
|
-2%
|
|
|
23
|
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
|
$28.7M
|
+$29M
|
+1,200,000
|
New
|
|
|
24
|
Central Trust Company
Jefferson City,
Missouri
|
$27.1M
|
+$5.65M
|
+233,444
|
+26%
|
|
|
25
|
Commonwealth of Pennsylvania Public School Employees Retirement System
Harrisburg,
Pennsylvania
|
$26.9M
|
+$4.37M
|
+180,405
|
+19%
|
|
