|
1
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$143M
|
-$8.14M
|
-138,483
|
-5%
|
|
|
2
|
|
$111M
|
+$80.1M
|
+1,363,473
|
+258%
|
|
|
3
|
Iconiq Capital
San Francisco,
California
|
$107M
|
+$9M
|
+153,211
|
+9%
|
|
|
4
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$97.3M
|
+$6.63M
|
+112,923
|
+7%
|
|
|
5
|
Sarasin & Partners
London,
United Kingdom
|
$87.4M
|
+$16.3M
|
+276,790
|
+23%
|
|
|
6
|
|
$73.5M
|
+$15.4M
|
+261,706
|
+26%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$73.2M
|
+$39.2M
|
+667,162
|
+114%
|
|
|
8
|
BlackRock Investment Management
Wilmington,
Delaware
|
$60.5M
|
+$60.5M
|
+1,029,922
|
+26,793%
|
|
|
9
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$60.1M
|
+$35.4M
|
+603,244
|
+142%
|
|
|
10
|
BB&T Securities
Richmond,
Virginia
|
$48.5M
|
+$1.06M
|
+17,983
|
+28%
|
|
|
11
|
Perella Weinberg Partners Capital Management
New York
|
$48.2M
|
-$1.89M
|
-32,172
|
-4%
|
|
|
12
|
Bank of New York Mellon
New York
|
$44.7M
|
-$1.59M
|
-27,002
|
-3%
|
|
|
13
|
W.K. Kellogg Foundation Trust
Battle Creek,
Michigan
|
$44.1M
|
–
|
–
|
–
|
|
|
14
|
Credit Suisse
Zurich,
Switzerland
|
$43.7M
|
+$42.2M
|
+719,090
|
+2,515%
|
|
|
15
|
Summit Rock Advisors
New York
|
$38.7M
|
+$1.81M
|
+30,824
|
+5%
|
|
|
16
|
Accuvest Global Advisors
Provo,
Utah
|
$37.6M
|
+$25.5M
|
+434,390
|
+208%
|
|
|
17
|
TD Capital Management
Memphis,
Tennessee
|
$37M
|
-$555K
|
-9,452
|
-1%
|
|
|
18
|
Ronald Blue & Co
Roswell,
Georgia
|
$29M
|
-$2.16M
|
-36,800
|
-7%
|
|
|
19
|
|
$28.2M
|
+$18.1M
|
+308,732
|
+178%
|
|
|
20
|
Baystate Wealth Management
Boston,
Massachusetts
|
$28M
|
+$23K
|
+391
|
+0.1%
|
|
|
21
|
Wealthquest
Cincinnati,
Ohio
|
$26.3M
|
+$26.4M
|
+449,879
|
New
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
$23.1M
|
+$16.7M
|
+284,254
|
+257%
|
|
|
23
|
HSBC Holdings
London,
United Kingdom
|
$20.4M
|
+$4.09M
|
+69,692
|
+25%
|
|
|
24
|
|
$18.9M
|
+$1.86M
|
+31,705
|
+11%
|
|
|
25
|
|
$18.1M
|
+$18.2M
|
+310,000
|
New
|
|
