|
1
|
|
$312M
|
+$58.5M
|
+804,213
|
+25%
|
|
|
2
|
Oversea-Chinese Banking Corp (OCBC)
Singapore
|
$125M
|
-$732K
|
-10,064
|
-0.6%
|
|
|
3
|
|
$86.8M
|
-$1.16M
|
-15,933
|
-1%
|
|
|
4
|
AllianceBernstein
Nashville,
Tennessee
|
$63M
|
-$4.21M
|
-57,894
|
-7%
|
|
|
5
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$61.3M
|
-$2.17M
|
-29,830
|
-4%
|
|
|
6
|
Analyst IMS Investment Management Services
Tel-Aviv,
Israel
|
$60.5M
|
-$137K
|
-1,878
|
-0.2%
|
|
|
7
|
Wellington Management Group
Boston,
Massachusetts
|
$29.9M
|
+$16.7M
|
+229,864
|
+152%
|
|
|
8
|
Cresset Asset Management
Chicago,
Illinois
|
$25M
|
-$15.7K
|
-216
|
-0.1%
|
|
|
9
|
PGIM Custom Harvest
Newark,
New Jersey
|
$23.8M
|
+$452K
|
+6,212
|
+2%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$17.8M
|
-$1.75M
|
-24,063
|
-10%
|
|
|
11
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$17.6M
|
-$967K
|
-13,299
|
-7%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$15.8M
|
+$531K
|
+7,312
|
+4%
|
|
|
13
|
Global Endowment Management
Charlotte,
North Carolina
|
$12.7M
|
-$351K
|
-4,834
|
-3%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.7M
|
+$8.84M
|
+121,627
|
+845%
|
|
|
15
|
GFS Advisors
Houston,
Texas
|
$9.86M
|
-$30.2K
|
-415
|
-0.3%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$9.5M
|
-$29.1K
|
-400
|
-0.3%
|
|
|
17
|
Fiduciary Financial Group
San Rafael,
California
|
$7.93M
|
-$717K
|
-9,860
|
-9%
|
|
|
18
|
Prudential plc
London, England,
United Kingdom
|
$7.34M
|
+$358K
|
+4,930
|
+6%
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$6.85M
|
+$4.18M
|
+57,522
|
+193%
|
|
|
20
|
Corient Private Wealth
Miami,
Florida
|
$6.56M
|
-$982K
|
-13,505
|
-14%
|
|
|
21
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$6.21M
|
–
|
–
|
–
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.78M
|
-$4.86M
|
-66,834
|
-48%
|
|
|
23
|
Rockefeller Capital Management
New York
|
$5.49M
|
-$5.31K
|
-73
|
-0.1%
|
|
|
24
|
|
$5.1M
|
-$1.54M
|
-21,151
|
-25%
|
|
|
25
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$4.95M
|
-$302K
|
-4,149
|
-6%
|
|
