|
26
|
GW & Wade
Wellesley,
Massachusetts
|
$924K
|
–
|
–
|
–
|
|
|
27
|
RWA Wealth Partners
Newton,
Massachusetts
|
$896K
|
–
|
–
|
–
|
|
|
28
|
Horizon Kinetics Asset Management
New York
|
$871K
|
+$303K
|
+32,955
|
+22%
|
|
|
29
|
Wells Fargo
San Francisco,
California
|
$854K
|
+$1.11M
|
+120,451
|
+194%
|
|
|
30
|
California Public Employees Retirement System
Sacramento,
California
|
$846K
|
-$81K
|
-8,800
|
-5%
|
|
|
31
|
|
$782K
|
-$589K
|
-63,948
|
-28%
|
|
|
32
|
Raymond James & Associates
St Petersburg,
Florida
|
$721K
|
+$256K
|
+27,775
|
+22%
|
|
|
33
|
McDaniel Terry & Co
Austin,
Texas
|
$704K
|
–
|
–
|
–
|
|
|
34
|
NXG Investment Management
Dallas,
Texas
|
$702K
|
–
|
–
|
–
|
|
|
35
|
Board of Trustees of The Leland Stanford Junior University
Redwood City,
California
|
$692K
|
–
|
–
|
–
|
|
|
36
|
Fidelity Investments
Boston,
Massachusetts
|
$690K
|
-$12.1M
|
-1,310,358
|
-90%
|
|
|
37
|
Virtus ETF Advisers
New York
|
$606K
|
-$1.13M
|
-122,693
|
-49%
|
|
|
38
|
Skandinaviska Enskilda Banken (SEB)
Stockholm,
Sweden
|
$560K
|
-$836K
|
-90,800
|
-43%
|
|
|
39
|
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
$557K
|
-$46K
|
-5,000
|
-4%
|
|
|
40
|
Bank of America
Charlotte,
North Carolina
|
$536K
|
+$382K
|
+41,441
|
+57%
|
|
|
41
|
Abacus Planning Group
Columbia,
South Carolina
|
$529K
|
+$403K
|
+43,800
|
+63%
|
|
|
42
|
|
$513K
|
+$481K
|
+52,200
|
+91%
|
|
|
43
|
Meristem Family Wealth
Minnetonka,
Minnesota
|
$497K
|
+$210K
|
+22,805
|
+27%
|
|
|
44
|
Eagle Global Advisors
Houston,
Texas
|
$459K
|
+$82.9K
|
+9,000
|
+10%
|
|
|
45
|
Stifel Financial
St. Louis,
Missouri
|
$456K
|
-$174K
|
-18,931
|
-16%
|
|
|
46
|
Mercer Global Advisors
Denver,
Colorado
|
$438K
|
+$112K
|
+12,200
|
+15%
|
|
|
47
|
Requisite Capital Management
Dallas,
Texas
|
$378K
|
-$73.7K
|
-8,000
|
-9%
|
|
|
48
|
Guggenheim Capital
Chicago,
Illinois
|
$359K
|
+$223K
|
+24,167
|
+46%
|
|
|
49
|
Freestone Capital Holdings
Seattle,
Washington
|
$331K
|
-$85.5K
|
-9,289
|
-12%
|
|
|
50
|
Howard Financial Services
Dallas,
Texas
|
$323K
|
+$20K
|
+2,172
|
+3%
|
|
