|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$983M
|
+$135M
|
+5,505,135
|
+16%
|
|
|
2
|
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
$595M
|
+$374M
|
+15,242,950
|
+179%
|
|
|
3
|
|
$372M
|
-$8.37M
|
-341,008
|
-2%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$369M
|
+$19.5M
|
+794,657
|
+6%
|
|
|
5
|
International Value Advisers
|
$235M
|
-$4.62M
|
-188,093
|
-2%
|
|
|
6
|
|
$200M
|
+$19.8M
|
+805,339
|
+11%
|
|
|
7
|
Windhaven Investment Management
Boston,
Massachusetts
|
$181M
|
-$70.4M
|
-2,867,258
|
-28%
|
|
|
8
|
Bridgewater Associates
Westport,
Connecticut
|
$142M
|
+$427K
|
+17,396
|
+0.3%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$124M
|
-$6.26K
|
-255
|
-0%
|
|
|
10
|
Personal Capital Advisors
Redwood City,
California
|
$115M
|
+$12.2M
|
+497,160
|
+12%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$110M
|
-$1.69M
|
-68,814
|
-2%
|
|
|
12
|
Jordan Park Group
San Francisco,
California
|
$107M
|
+$105M
|
+4,272,625
|
New
|
|
|
13
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$85.3M
|
+$1.72M
|
+70,079
|
+2%
|
|
|
14
|
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
$75.1M
|
–
|
–
|
–
|
|
|
15
|
Central Trust Company
Jefferson City,
Missouri
|
$45.8M
|
+$9.75M
|
+397,551
|
+28%
|
|
|
16
|
Moon Capital Management
New York
|
$45.5M
|
+$938K
|
+38,213
|
+2%
|
|
|
17
|
|
$40.9M
|
-$4.75M
|
-193,700
|
-11%
|
|
|
18
|
Fiduciary Trust International
Lincoln,
Massachusetts
|
$39.4M
|
+$222K
|
+9,035
|
+0.6%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$38.7M
|
+$1.66M
|
+67,699
|
+5%
|
|
|
20
|
SEI Investments
Oaks,
Pennsylvania
|
$36.2M
|
-$3.84M
|
-156,544
|
-10%
|
|
|
21
|
American Investment Services
Great Barrington,
Massachusetts
|
$34M
|
+$285K
|
+11,613
|
+0.9%
|
|
|
22
|
Commonwealth of Pennsylvania Public School Employees Retirement System
Harrisburg,
Pennsylvania
|
$33.9M
|
+$3.87M
|
+157,592
|
+13%
|
|
|
23
|
Iconiq Capital
San Francisco,
California
|
$33.5M
|
+$341K
|
+13,879
|
+1%
|
|
|
24
|
Huntington National Bank
Columbus,
Ohio
|
$30.4M
|
–
|
–
|
–
|
|
|
25
|
3EDGE Asset Management
Naples,
Florida
|
$30M
|
-$20.1M
|
-817,850
|
-41%
|
|
