|
1
|
Windhaven Investment Management
Boston,
Massachusetts
|
$290M
|
+$4.33M
|
+81,302
|
+2%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$132M
|
-$2.74M
|
-51,428
|
-2%
|
|
|
3
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$52.4M
|
+$3.33M
|
+62,496
|
+7%
|
|
|
4
|
|
$35.4M
|
+$2.76M
|
+51,881
|
+9%
|
|
|
5
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$17.9M
|
+$17.7M
|
+333,010
|
New
|
|
|
6
|
Vigilant Capital Management
Portland,
Maine
|
$11M
|
+$1.51M
|
+28,455
|
+16%
|
|
|
7
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$8.76M
|
+$655K
|
+12,294
|
+8%
|
|
|
8
|
Personal Capital Advisors
Redwood City,
California
|
$7.91M
|
+$2.51M
|
+47,063
|
+47%
|
|
|
9
|
Alexandria Capital
Arlington,
Virginia
|
$7.73M
|
+$1.96M
|
+36,898
|
+35%
|
|
|
10
|
|
$6.62M
|
-$3.22M
|
-60,500
|
-33%
|
|
|
11
|
|
$5.88M
|
+$1.88M
|
+35,346
|
+48%
|
|
|
12
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$5.6M
|
-$7.13K
|
-134
|
-0.1%
|
|
|
13
|
Ohio Public Employees Retirement System (OPERS)
Columbus,
Ohio
|
$5.15M
|
-$1.53M
|
-28,669
|
-23%
|
|
|
14
|
AssetMark Inc
Concord,
California
|
$4.72M
|
+$1.07M
|
+20,111
|
+30%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.64M
|
-$259K
|
-4,856
|
-5%
|
|
|
16
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$4.42M
|
-$18.8M
|
-353,941
|
-81%
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$4.28M
|
-$666K
|
-12,511
|
-14%
|
|
|
18
|
Addenda Capital
Montreal,
Quebec, Canada
|
$4.18M
|
+$4.12M
|
+77,300
|
New
|
|
|
19
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$3.75M
|
-$406K
|
-7,620
|
-10%
|
|
|
20
|
Parametric Portfolio Associates
Seattle,
Washington
|
$3.63M
|
+$68.1K
|
+1,279
|
+2%
|
|
|
21
|
Stratford Consulting
Addison,
Texas
|
$3.37M
|
+$822K
|
+15,447
|
+33%
|
|
|
22
|
Comerica Bank
Dallas,
Texas
|
$3.29M
|
-$4.38M
|
-82,333
|
-57%
|
|
|
23
|
Huntington National Bank
Columbus,
Ohio
|
$3.03M
|
–
|
–
|
–
|
|
|
24
|
Twin Capital Management
Mcmurray,
Pennsylvania
|
$2.78M
|
+$224K
|
+4,210
|
+9%
|
|
|
25
|
KMS Financial Services
Seattle,
Washington
|
$2.24M
|
+$228K
|
+4,284
|
+12%
|
|
