|
1
|
|
$390M
|
+$328M
|
+8,995,782
|
+561%
|
|
|
2
|
|
$327M
|
-$1.94M
|
-53,055
|
-0.6%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$166M
|
-$252K
|
-6,918
|
-0.2%
|
|
|
4
|
Liberty Mutual Group Asset Management
Boston,
Massachusetts
|
$75M
|
+$36.1M
|
+990,000
|
+94%
|
|
|
5
|
Raymond James Financial
St Petersburg,
Florida
|
$61.5M
|
+$61.1M
|
+1,672,806
|
New
|
|
|
6
|
LPL Financial
San Diego,
California
|
$60.8M
|
+$3.04M
|
+83,367
|
+5%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$59.3M
|
+$9.68M
|
+265,236
|
+20%
|
|
|
8
|
Fidelity Investments
Boston,
Massachusetts
|
$52M
|
+$129K
|
+3,546
|
+0.3%
|
|
|
9
|
|
$47.1M
|
-$5.53M
|
-151,569
|
-11%
|
|
|
10
|
Charles Schwab
San Francisco,
California
|
$45.6M
|
-$47.6M
|
-1,303,785
|
-51%
|
|
|
11
|
Schroder Investment Management Group
London,
United Kingdom
|
$41.5M
|
-$22.6M
|
-618,738
|
-35%
|
|
|
12
|
Evercore Wealth Management
New York
|
$30M
|
+$8.8M
|
+241,170
|
+42%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$29.9M
|
+$5.56M
|
+152,451
|
+23%
|
|
|
14
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$29.9M
|
+$1.89M
|
+51,672
|
+7%
|
|
|
15
|
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
$27.6M
|
–
|
–
|
–
|
|
|
16
|
New Vernon Capital Holdings II
Morristown,
New Jersey
|
$19.3M
|
+$44.8M
|
+1,226,589
|
+2,354%
|
|
|
17
|
First International Bank & Trust
Watford City,
North Dakota
|
$18.9M
|
+$1.67M
|
+45,693
|
+10%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$17.4M
|
-$11M
|
-302,472
|
-39%
|
|
|
19
|
Permanens Capital
New York
|
$17.1M
|
+$1.14M
|
+31,341
|
+7%
|
|
|
20
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$16.9M
|
-$19.8M
|
-542,793
|
-54%
|
|
|
21
|
Potomac Fund Management
Miami,
Florida
|
$15.1M
|
+$15M
|
+410,733
|
New
|
|
|
22
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$14.4M
|
+$620K
|
+16,989
|
+5%
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$13.6M
|
-$612K
|
-16,770
|
-4%
|
|
|
24
|
Rockefeller Capital Management
New York
|
$13.2M
|
+$1.01M
|
+27,624
|
+8%
|
|
|
25
|
Ameriprise
Minneapolis,
Minnesota
|
$13M
|
-$1.1M
|
-30,138
|
-8%
|
|
