|
1
|
|
$462M
|
-$16.5M
|
-158,436
|
-4%
|
|
|
2
|
University of Texas/Texas AM Investment Management Co (UTIMCO)
Austin,
Texas
|
$257M
|
-$21.9M
|
-210,577
|
-8%
|
|
|
3
|
Charles Schwab
San Francisco,
California
|
$133M
|
+$129M
|
+1,236,240
|
New
|
|
|
4
|
Alaska Permanent Capital Management
Anchorage,
Alaska
|
$52.6M
|
-$1.8M
|
-17,297
|
-3%
|
|
|
5
|
Global Endowment Management
Charlotte,
North Carolina
|
$45.8M
|
-$965K
|
-9,275
|
-2%
|
|
|
6
|
HighTower Advisors
Chicago,
Illinois
|
$41.1M
|
-$875K
|
-8,405
|
-2%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$39.5M
|
-$257K
|
-2,467
|
-0.7%
|
|
|
8
|
Bleakley Financial Group
Fairfield,
New Jersey
|
$32.2M
|
+$1.84M
|
+17,647
|
+6%
|
|
|
9
|
Alaska Wealth Advisors
Anchorage,
Alaska
|
$30.3M
|
-$403K
|
-3,877
|
-1%
|
|
|
10
|
Concurrent Investment Advisors
Tampa,
Florida
|
$15.7M
|
+$622K
|
+5,978
|
+4%
|
|
|
11
|
|
$15.7M
|
+$1.72M
|
+16,554
|
+13%
|
|
|
12
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$14.5M
|
+$999K
|
+9,604
|
+8%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$2.89M
|
+$2.8M
|
+26,907
|
New
|
|
|
14
|
LPL Financial
San Diego,
California
|
$2.88M
|
+$961K
|
+9,238
|
+53%
|
|
|
15
|
Corient Private Wealth
Miami,
Florida
|
$2.72M
|
-$224K
|
-2,155
|
-8%
|
|
|
16
|
|
$2.56M
|
+$802K
|
+7,702
|
+48%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$1.06M
|
+$904K
|
+8,683
|
+724%
|
|
|
18
|
Private Advisor Group
Morristown,
New Jersey
|
$905K
|
+$205K
|
+1,971
|
+30%
|
|
|
19
|
Raymond James Financial
St Petersburg,
Florida
|
$875K
|
+$522K
|
+5,020
|
+160%
|
|
|
20
|
IFC & Insurance Marketing
Auburn,
California
|
$634K
|
+$2.71K
|
+26
|
+0.4%
|
|
|
21
|
|
$535K
|
+$519K
|
+4,987
|
New
|
|
|
22
|
Citadel Advisors
Miami,
Florida
|
$471K
|
-$1.39M
|
-13,369
|
-75%
|
|
|
23
|
Peterson Wealth Advisors
Orem,
Utah
|
$449K
|
+$6.76K
|
+65
|
+2%
|
|
|
24
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$341K
|
+$79.9K
|
+768
|
+32%
|
|
|
25
|
Mercer Global Advisors
Denver,
Colorado
|
$261K
|
–
|
–
|
–
|
|
