|
1
|
3EDGE Asset Management
Naples,
Florida
|
$47.8M
|
+$49M
|
+702,230
|
New
|
|
|
2
|
Provida Pension Fund Administrator
Las Condes, Santiago,
Chile
|
$42.9M
|
-$48.3M
|
-692,555
|
-52%
|
|
|
3
|
Syon Capital
San Francisco,
California
|
$26.5M
|
+$27.1M
|
+388,342
|
New
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$26.4M
|
+$14.5M
|
+208,464
|
+116%
|
|
|
5
|
Parcion Private Wealth
Bellevue,
Washington
|
$19.2M
|
+$2.78M
|
+39,845
|
+16%
|
|
|
6
|
|
$17.8M
|
+$10.2M
|
+145,853
|
+127%
|
|
|
7
|
Varma Mutual Pension Insurance Co
Helsinki,
Finland
|
$12.5M
|
–
|
–
|
–
|
|
|
8
|
Osborne Partners Capital Management
San Francisco,
California
|
$10.4M
|
+$376K
|
+5,400
|
+4%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$5.56M
|
+$1.38M
|
+19,861
|
+32%
|
|
|
10
|
swisspartners Advisors
Zurich,
Switzerland
|
$4.41M
|
+$362K
|
+5,190
|
+7%
|
|
|
11
|
|
$4.08M
|
+$4.18M
|
+59,952
|
New
|
|
|
12
|
Executive Wealth Group
Kirkland,
Washington
|
$3.21M
|
-$156K
|
-2,232
|
-5%
|
|
|
13
|
|
$3.03M
|
-$9.52M
|
-136,493
|
-75%
|
|
|
14
|
Savant Capital
Rockford,
Illinois
|
$2.83M
|
-$168K
|
-2,414
|
-5%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.38M
|
+$1.97M
|
+28,275
|
+424%
|
|
|
16
|
Prism Advisors
Studio City,
California
|
$2.02M
|
+$2.07M
|
+29,633
|
New
|
|
|
17
|
LPL Financial
San Diego,
California
|
$1.87M
|
+$167K
|
+2,393
|
+10%
|
|
|
18
|
|
$1.68M
|
–
|
–
|
–
|
|
|
19
|
Bleakley Financial Group
Fairfield,
New Jersey
|
$1.26M
|
-$40.3K
|
-578
|
-3%
|
|
|
20
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$1.26M
|
-$40.3K
|
-578
|
-3%
|
|
|
21
|
Winthrop Capital Management
Carmel,
Indiana
|
$1.25M
|
+$1.28M
|
+18,423
|
New
|
|
|
22
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$1.23M
|
–
|
–
|
–
|
|
|
23
|
Michelson Medical Research Foundation
Los Angeles,
California
|
$1.14M
|
+$1.17M
|
+16,750
|
New
|
|
|
24
|
Equitable Holdings
New York
|
$1.08M
|
+$67.9K
|
+974
|
+7%
|
|
|
25
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
$1.06M
|
+$1.09M
|
+15,577
|
New
|
|
