|
1
|
Windhaven Investment Management
Boston,
Massachusetts
|
$495M
|
-$21.7M
|
-437,461
|
-5%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$158M
|
-$7.56M
|
-152,396
|
-5%
|
|
|
3
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$127M
|
+$19.5M
|
+393,123
|
+20%
|
|
|
4
|
|
$59.7M
|
+$1.55M
|
+31,301
|
+3%
|
|
|
5
|
Hefren-Tillotson
Pittsburgh,
Pennsylvania
|
$58.7M
|
-$780K
|
-15,727
|
-1%
|
|
|
6
|
|
$56.3M
|
+$4.06M
|
+81,856
|
+8%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$52.7M
|
-$1.71M
|
-34,483
|
-3%
|
|
|
8
|
|
$50.7M
|
-$1.96M
|
-39,572
|
-4%
|
|
|
9
|
US Bancorp
Minneapolis,
Minnesota
|
$49.7M
|
+$6.16M
|
+124,156
|
+15%
|
|
|
10
|
Personal Capital Advisors
Redwood City,
California
|
$40.9M
|
+$6.34M
|
+127,753
|
+20%
|
|
|
11
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$36.6M
|
+$1.12M
|
+22,536
|
+3%
|
|
|
12
|
|
$35.6M
|
+$538K
|
+10,835
|
+2%
|
|
|
13
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$30.1M
|
+$16.5M
|
+333,510
|
New
|
|
|
14
|
Windham Capital Management
Boston,
Massachusetts
|
$28.5M
|
-$641K
|
-12,931
|
-2%
|
|
|
15
|
JOYN Advisors
Atlanta,
Georgia
|
$26.4M
|
-$42.7K
|
-861
|
-0.2%
|
|
|
16
|
BlackRock Institutional Trust
San Francisco,
California
|
$13.5M
|
-$24.3M
|
-489,517
|
-66%
|
|
|
17
|
Vigilant Capital Management
Portland,
Maine
|
$12.7M
|
-$32.5K
|
-655
|
-0.3%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$12.3M
|
-$1.51M
|
-30,518
|
-12%
|
|
|
19
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$11M
|
+$400K
|
+8,061
|
+4%
|
|
|
20
|
Whitnell & Co
Oak Brook,
Illinois
|
$9.83M
|
+$237K
|
+4,779
|
+3%
|
|
|
21
|
|
$9.39M
|
-$21.7M
|
-437,748
|
-71%
|
|
|
22
|
Emery Howard Portfolio Management
Burlingame,
California
|
$8.88M
|
+$2.03M
|
+40,908
|
+33%
|
|
|
23
|
Perella Weinberg Partners Capital Management
New York
|
$8.13M
|
+$1.03M
|
+20,670
|
+16%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8.1M
|
+$1.25M
|
+25,274
|
+20%
|
|
|
25
|
Creative Planning
Overland Park,
Kansas
|
$7.5M
|
-$3.05M
|
-61,491
|
-30%
|
|
