|
51
|
John & Kathleen Schreiber Foundation
Lake Forest,
Illinois
|
$4.95M
|
–
|
–
|
–
|
|
|
52
|
Stifel Financial
St. Louis,
Missouri
|
$4.84M
|
+$1.71M
|
+69,664
|
+56%
|
|
|
53
|
Proficio Capital Partners
Newton,
Massachusetts
|
$4.77M
|
+$31.3K
|
+1,279
|
+0.7%
|
|
|
54
|
Confluence Investment Management
St. Louis,
Missouri
|
$4.69M
|
+$1.57M
|
+64,244
|
+52%
|
|
|
55
|
Wells Fargo
San Francisco,
California
|
$3.59M
|
+$1.63M
|
+66,592
|
+86%
|
|
|
56
|
Marshall Wace
London,
United Kingdom
|
$3.55M
|
-$15.6M
|
-636,707
|
-82%
|
|
|
57
|
Putnam Investments
Boston,
Massachusetts
|
$3.51M
|
+$2.67M
|
+109,054
|
+345%
|
|
|
58
|
Two Sigma Advisers
New York
|
$3.36M
|
+$2.51M
|
+102,500
|
+317%
|
|
|
59
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$3.35M
|
-$40.5K
|
-1,654
|
-1%
|
|
|
60
|
Aberdeen Group
Edinburgh,
United Kingdom
|
$3.06M
|
-$1.99M
|
-81,262
|
-40%
|
|
|
61
|
MGO Private Wealth
Irvine,
California
|
$3.04M
|
–
|
–
|
–
|
|
|
62
|
Caldwell Trust
Venice,
Florida
|
$2.97M
|
–
|
–
|
–
|
|
|
63
|
BigSur Wealth Management
Miami,
Florida
|
$2.97M
|
+$2.84M
|
+115,858
|
New
|
|
|
64
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$2.89M
|
+$585K
|
+23,880
|
+26%
|
|
|
65
|
Karpas Strategies
Litchfield,
Connecticut
|
$2.84M
|
+$3.92K
|
+160
|
+0.1%
|
|
|
66
|
Mariner
Overland Park,
Kansas
|
$2.72M
|
+$806K
|
+32,878
|
+43%
|
|
|
67
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$2.67M
|
–
|
–
|
–
|
|
|
68
|
CFO4Life Group
Coppell,
Texas
|
$2.56M
|
-$257K
|
-10,476
|
-9%
|
|
|
69
|
Rockefeller Capital Management
New York
|
$2.5M
|
+$1.63M
|
+66,413
|
+197%
|
|
|
70
|
Garnet Equity Capital Holdings
New York
|
$2.49M
|
+$2.45M
|
+100,000
|
New
|
|
|
71
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$2.49M
|
+$117K
|
+4,790
|
+5%
|
|
|
72
|
Adams Asset Advisors
Dallas,
Texas
|
$2.31M
|
+$166K
|
+6,777
|
+8%
|
|
|
73
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$2.29M
|
+$1.9M
|
+77,556
|
+538%
|
|
|
74
|
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
$2.27M
|
+$712K
|
+29,052
|
+47%
|
|
|
75
|
Beacon Pointe Advisors
Newport Beach,
California
|
$1.99M
|
-$142K
|
-5,790
|
-7%
|
|
