|
1
|
|
$968M
|
-$69.1M
|
-520,144
|
-7%
|
|
|
2
|
Phoenix Financial
Givatayim,
Israel
|
$449M
|
+$127M
|
+955,464
|
+42%
|
|
|
3
|
P/E Global LLC
Boston,
Massachusetts
|
$293M
|
-$12.5M
|
-94,200
|
-4%
|
|
|
4
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$239M
|
-$593K
|
-4,463
|
-0.3%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$234M
|
-$5.69M
|
-42,846
|
-2%
|
|
|
6
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$190M
|
+$1.97M
|
+14,798
|
+1%
|
|
|
7
|
Iconiq Capital
San Francisco,
California
|
$187M
|
-$9.34M
|
-70,312
|
-5%
|
|
|
8
|
|
$180M
|
+$16.3M
|
+122,558
|
+10%
|
|
|
9
|
Sequoia Financial Advisors
Akron,
Ohio
|
$179M
|
-$4.34M
|
-32,673
|
-2%
|
|
|
10
|
Prudential plc
London, England,
United Kingdom
|
$158M
|
+$38.6M
|
+290,467
|
+34%
|
|
|
11
|
Allianz Asset Management
Munich,
Germany
|
$155M
|
-$35.1M
|
-264,465
|
-19%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$149M
|
-$8.19M
|
-61,688
|
-5%
|
|
|
13
|
Oversea-Chinese Banking Corp (OCBC)
Singapore
|
$141M
|
-$48.6M
|
-365,930
|
-26%
|
|
|
14
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$132M
|
+$3.06M
|
+23,030
|
+2%
|
|
|
15
|
Bogart Wealth LLC
Mclean,
Virginia
|
$127M
|
-$931K
|
-7,010
|
-0.8%
|
|
|
16
|
Granger Management
New York
|
$120M
|
+$73.1M
|
+550,500
|
+175%
|
|
|
17
|
Dimension Capital Management
Coral Gables,
Florida
|
$119M
|
-$683K
|
-5,140
|
-0.6%
|
|
|
18
|
Evoke Wealth
Los Angeles,
California
|
$112M
|
-$203K
|
-1,529
|
-0.2%
|
|
|
19
|
AssetMark Inc
Concord,
California
|
$109M
|
+$44.2M
|
+332,908
|
+73%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$108M
|
-$23.9M
|
-179,797
|
-19%
|
|
|
21
|
Corient Private Wealth
Miami,
Florida
|
$106M
|
+$38.6M
|
+290,521
|
+61%
|
|
|
22
|
|
$105M
|
-$137M
|
-1,033,867
|
-58%
|
|
|
23
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$102M
|
+$36.9M
|
+278,025
|
+60%
|
|
|
24
|
Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York
New York
|
$102M
|
+$51.7M
|
+389,229
|
+113%
|
|
|
25
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$101M
|
+$44.2M
|
+332,723
|
+84%
|
|
