|
1
|
Windhaven Investment Management
Boston,
Massachusetts
|
$289M
|
+$299M
|
+5,303,907
|
New
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$135M
|
-$1.49M
|
-26,477
|
-1%
|
|
|
3
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$49.4M
|
+$3.24M
|
+57,528
|
+7%
|
|
|
4
|
|
$32.8M
|
+$9.07M
|
+160,847
|
+36%
|
|
|
5
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$23.7M
|
+$23.8M
|
+422,614
|
+3,219%
|
|
|
6
|
|
$11.1M
|
+$2.76M
|
+48,944
|
+32%
|
|
|
7
|
|
$9.97M
|
+$5.31M
|
+94,150
|
+106%
|
|
|
8
|
Vigilant Capital Management
Portland,
Maine
|
$9.51M
|
+$5.85M
|
+103,825
|
+147%
|
|
|
9
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$8.15M
|
+$454K
|
+8,058
|
+6%
|
|
|
10
|
Comerica Bank
Dallas,
Texas
|
$7.8M
|
-$6.8M
|
-120,581
|
-46%
|
|
|
11
|
Ohio Public Employees Retirement System (OPERS)
Columbus,
Ohio
|
$6.75M
|
+$6.99M
|
+123,929
|
New
|
|
|
12
|
Alexandria Capital
Arlington,
Virginia
|
$5.78M
|
+$2.22M
|
+39,370
|
+59%
|
|
|
13
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$5.65M
|
+$11.3K
|
+200
|
+0.2%
|
|
|
14
|
Windham Capital Management
Boston,
Massachusetts
|
$5.58M
|
-$122K
|
-2,159
|
-2%
|
|
|
15
|
Personal Capital Advisors
Redwood City,
California
|
$5.41M
|
+$5.6M
|
+99,289
|
New
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$4.99M
|
+$849K
|
+15,057
|
+20%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.94M
|
-$924K
|
-16,388
|
-15%
|
|
|
18
|
Choate Investment Advisors
Boston,
Massachusetts
|
$4.36M
|
-$4.79M
|
-85,054
|
-52%
|
|
|
19
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$4.2M
|
+$4.34M
|
+77,024
|
New
|
|
|
20
|
|
$4M
|
-$335K
|
-5,943
|
-7%
|
|
|
21
|
AssetMark Inc
Concord,
California
|
$3.66M
|
+$205K
|
+3,644
|
+6%
|
|
|
22
|
Parametric Portfolio Associates
Seattle,
Washington
|
$3.59M
|
-$149K
|
-2,639
|
-4%
|
|
|
23
|
Twin Capital Management
Mcmurray,
Pennsylvania
|
$2.57M
|
+$53.6K
|
+950
|
+2%
|
|
|
24
|
Stratford Consulting
Addison,
Texas
|
$2.55M
|
+$453K
|
+8,041
|
+21%
|
|
|
25
|
Huntington National Bank
Columbus,
Ohio
|
$2.29M
|
–
|
–
|
–
|
|
