|
1
|
Windhaven Investment Management
Boston,
Massachusetts
|
$858M
|
-$32.2M
|
-1,049,868
|
-4%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$510M
|
+$12.8M
|
+418,091
|
+3%
|
|
|
3
|
Fisher Asset Management
Camas,
Washington
|
$433M
|
+$7.19M
|
+234,680
|
+2%
|
|
|
4
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$306M
|
-$286M
|
-9,319,350
|
-48%
|
|
|
5
|
RiverFront Investment Group
Richmond,
Virginia
|
$221M
|
+$136M
|
+4,439,581
|
+162%
|
|
|
6
|
State Street
Boston,
Massachusetts
|
$144M
|
+$4.3M
|
+140,208
|
+3%
|
|
|
7
|
Valmark Advisers
Akron,
Ohio
|
$127M
|
+$1.98M
|
+64,738
|
+2%
|
|
|
8
|
Spinnaker Trust
Portland,
Maine
|
$39.9M
|
+$465K
|
+15,172
|
+1%
|
|
|
9
|
|
$29.5M
|
-$3.88M
|
-126,691
|
-12%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$26.8M
|
+$8.5M
|
+277,277
|
+47%
|
|
|
11
|
Rand Wealth
Baltimore,
Maryland
|
$23.7M
|
+$655K
|
+21,380
|
+3%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$22.5M
|
+$197K
|
+6,413
|
+0.9%
|
|
|
13
|
Lazard Asset Management
New York
|
$19.6M
|
–
|
–
|
–
|
|
|
14
|
Baystate Wealth Management
Boston,
Massachusetts
|
$19.1M
|
+$17.1M
|
+557,391
|
+855%
|
|
|
15
|
3D Asset Management
Hartford,
Connecticut
|
$18.9M
|
+$36.2K
|
+1,182
|
+0.2%
|
|
|
16
|
BB&T Securities
Richmond,
Virginia
|
$18.7M
|
+$7.77M
|
+253,623
|
+71%
|
|
|
17
|
Hoxton Financial
Shepherdstown,
West Virginia
|
$17.4M
|
-$688K
|
-22,461
|
-4%
|
|
|
18
|
CAZ Investments
Houston,
Texas
|
$14.3M
|
-$7.4M
|
-241,418
|
-34%
|
|
|
19
|
Raymond James & Associates
St Petersburg,
Florida
|
$14.2M
|
+$3.96M
|
+129,220
|
+39%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$13.7M
|
+$8.58M
|
+279,934
|
+168%
|
|
|
21
|
Bailard
Foster City,
California
|
$11.5M
|
-$1.48M
|
-48,273
|
-11%
|
|
|
22
|
Managed Account Advisors
Jersey City,
New Jersey
|
$11.3M
|
+$11.1M
|
+362,514
|
+7,952%
|
|
|
23
|
S.R. Schill & Associates
Mercer Island,
Washington
|
$9.03M
|
-$272K
|
-8,879
|
-3%
|
|
|
24
|
Gemmer Asset Management
Walnut Creek,
California
|
$8.97M
|
+$719K
|
+23,445
|
+9%
|
|
|
25
|
AssetMark Inc
Concord,
California
|
$8.97M
|
-$296K
|
-9,661
|
-3%
|
|
