|
1
|
Windhaven Investment Management
Boston,
Massachusetts
|
$995M
|
-$67.9M
|
-2,204,303
|
-6%
|
|
|
2
|
Fisher Asset Management
Camas,
Washington
|
$398M
|
+$25M
|
+811,850
|
+7%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$309M
|
+$168M
|
+5,449,924
|
+119%
|
|
|
4
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$276M
|
+$14.1M
|
+457,732
|
+5%
|
|
|
5
|
State Street
Boston,
Massachusetts
|
$132M
|
+$6.51M
|
+211,359
|
+5%
|
|
|
6
|
RiverFront Investment Group
Richmond,
Virginia
|
$95.2M
|
+$2.51M
|
+81,444
|
+3%
|
|
|
7
|
Valmark Advisers
Akron,
Ohio
|
$79M
|
+$4.19M
|
+136,202
|
+6%
|
|
|
8
|
|
$53.3M
|
-$5.35M
|
-173,830
|
-9%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$23.6M
|
+$9.14M
|
+296,864
|
+63%
|
|
|
10
|
3D Asset Management
Hartford,
Connecticut
|
$22.2M
|
+$1.12M
|
+36,504
|
+5%
|
|
|
11
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$21.5M
|
-$306K
|
-9,928
|
-1%
|
|
|
12
|
Lazard Asset Management
New York
|
$21.3M
|
–
|
–
|
–
|
|
|
13
|
Rand Wealth
Baltimore,
Maryland
|
$18.8M
|
+$18.8M
|
+611,330
|
New
|
|
|
14
|
Hoxton Financial
Shepherdstown,
West Virginia
|
$17.6M
|
-$74.4K
|
-2,416
|
-0.4%
|
|
|
15
|
|
$15.4M
|
+$1.49M
|
+48,346
|
+11%
|
|
|
16
|
BB&T Securities
Richmond,
Virginia
|
$13.2M
|
+$521K
|
+16,917
|
+4%
|
|
|
17
|
Ohio Public Employees Retirement System (OPERS)
Columbus,
Ohio
|
$12.9M
|
–
|
–
|
–
|
|
|
18
|
AssetMark Inc
Concord,
California
|
$11.9M
|
-$1.46M
|
-47,453
|
-11%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.07M
|
+$524K
|
+17,037
|
+7%
|
|
|
20
|
Whittier Trust
South Pasadena,
California
|
$7.28M
|
-$844K
|
-27,415
|
-10%
|
|
|
21
|
Gemmer Asset Management
Walnut Creek,
California
|
$7.13M
|
+$315K
|
+10,227
|
+5%
|
|
|
22
|
First Allied Asset Management
San Diego,
California
|
$6.34M
|
+$63.9K
|
+2,077
|
+1%
|
|
|
23
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$6.09M
|
+$2.03M
|
+65,886
|
+51%
|
|
|
24
|
Antonetti Capital Management
Naples,
Florida
|
$5.6M
|
+$172K
|
+5,599
|
+3%
|
|
|
25
|
Highland Capital Management (Tennessee)
Memphis,
Tennessee
|
$5.07M
|
+$1.36M
|
+44,313
|
+37%
|
|
