|
51
|
Pathstone Family Office
Englewood,
New Jersey
|
$5.51M
|
+$7.53K
|
+272
|
+0.1%
|
|
|
52
|
Citadel Advisors
Miami,
Florida
|
$5.43M
|
+$3.53M
|
+127,724
|
+180%
|
|
|
53
|
John & Kathleen Schreiber Foundation
Lake Forest,
Illinois
|
$5.43M
|
–
|
–
|
–
|
|
|
54
|
Confluence Investment Management
St. Louis,
Missouri
|
$5.17M
|
+$2.24K
|
+81
|
+0%
|
|
|
55
|
Evergreen Capital Management
Bellevue,
Washington
|
$4.9M
|
-$2.43M
|
-87,645
|
-33%
|
|
|
56
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$4.79M
|
+$1.03M
|
+37,197
|
+27%
|
|
|
57
|
Blue Trust Inc
Alpharetta,
Georgia
|
$4.67M
|
+$677K
|
+24,455
|
+17%
|
|
|
58
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$4.65M
|
+$180K
|
+6,503
|
+4%
|
|
|
59
|
Putnam Investments
Boston,
Massachusetts
|
$4.55M
|
+$414K
|
+14,945
|
+10%
|
|
|
60
|
Bernzott Capital Advisors
Camarillo,
California
|
$4.12M
|
+$4.17M
|
+150,499
|
New
|
|
|
61
|
Rockefeller Capital Management
New York
|
$4.1M
|
+$1.12M
|
+40,435
|
+37%
|
|
|
62
|
Bison Wealth
Atlanta,
Georgia
|
$3.9M
|
-$312K
|
-11,281
|
-7%
|
|
|
63
|
Cubist Systematic Strategies
Stamford,
Connecticut
|
$3.88M
|
-$1.68M
|
-60,854
|
-30%
|
|
|
64
|
Nicholas Investment Partners
Rancho Santa Fe,
California
|
$3.64M
|
+$2.77M
|
+100,000
|
+302%
|
|
|
65
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$3.6M
|
+$2.63M
|
+95,196
|
+261%
|
|
|
66
|
HBK Investments
Dallas,
Texas
|
$3.42M
|
+$3.46M
|
+125,000
|
New
|
|
|
67
|
Garnet Equity Capital Holdings
New York
|
$3.28M
|
+$1.11M
|
+40,000
|
+50%
|
|
|
68
|
Caldwell Trust
Venice,
Florida
|
$3.26M
|
–
|
–
|
–
|
|
|
69
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$3.26M
|
+$294K
|
+10,613
|
+10%
|
|
|
70
|
MGO Private Wealth
Irvine,
California
|
$3.11M
|
-$99.4K
|
-3,592
|
-3%
|
|
|
71
|
LPL Financial
San Diego,
California
|
$3.1M
|
+$874K
|
+31,589
|
+39%
|
|
|
72
|
Karpas Strategies
Litchfield,
Connecticut
|
$2.96M
|
-$157K
|
-5,689
|
-5%
|
|
|
73
|
BigSur Wealth Management
Miami,
Florida
|
$2.94M
|
–
|
–
|
–
|
|
|
74
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$2.93M
|
–
|
–
|
–
|
|
|
75
|
Global Retirement Partners
San Rafael,
California
|
$2.92M
|
+$1.03M
|
+37,216
|
+50%
|
|
