|
1
|
Windhaven Investment Management
Boston,
Massachusetts
|
$536M
|
+$496M
|
+18,781,868
|
New
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$66.3M
|
+$20.2M
|
+765,380
|
+49%
|
|
|
3
|
Brinker Capital
Berwyn,
Pennsylvania
|
$38.2M
|
-$2M
|
-75,617
|
-5%
|
|
|
4
|
Evercore Wealth Management
New York
|
$32.2M
|
+$29.8M
|
+1,129,496
|
New
|
|
|
5
|
Credit Suisse
Zurich,
Switzerland
|
$28.3M
|
+$26.2M
|
+992,199
|
New
|
|
|
6
|
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
$24.9M
|
+$23.1M
|
+874,000
|
New
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$15.9M
|
+$14.7M
|
+557,093
|
+34,624%
|
|
|
8
|
RiverFront Investment Group
Richmond,
Virginia
|
$15.1M
|
+$14M
|
+530,421
|
New
|
|
|
9
|
Spinnaker Trust
Portland,
Maine
|
$14.1M
|
+$897K
|
+33,950
|
+7%
|
|
|
10
|
Bienville Capital Management
New York
|
$9.66M
|
+$8.94M
|
+338,409
|
New
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$9.4M
|
+$8.61M
|
+325,848
|
+8,855%
|
|
|
12
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
$8.89M
|
+$6.15M
|
+232,770
|
+295%
|
|
|
13
|
Laffer Tengler Investments
Nashville,
Tennessee
|
$6.52M
|
+$6.03M
|
+228,295
|
New
|
|
|
14
|
LPL Financial
San Diego,
California
|
$6.44M
|
+$5.92M
|
+223,901
|
New
|
|
|
15
|
Hollow Brook Wealth Management
Katonah,
New York
|
$6.04M
|
+$5.59M
|
+211,481
|
New
|
|
|
16
|
HSBC Holdings
London,
United Kingdom
|
$5.67M
|
+$4.78M
|
+180,765
|
+1,001%
|
|
|
17
|
Stadion Money Management
Watkinsville,
Georgia
|
$5.15M
|
+$4.77M
|
+180,496
|
New
|
|
|
18
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$5.12M
|
+$4.74M
|
+179,220
|
New
|
|
|
19
|
|
$4.08M
|
+$3.61M
|
+136,560
|
+2,119%
|
|
|
20
|
Cumberland Advisors
Sarasota,
Florida
|
$3.92M
|
+$3.63M
|
+137,440
|
New
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.69M
|
+$3.42M
|
+129,357
|
New
|
|
|
22
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$3.54M
|
+$1.28M
|
+48,348
|
+64%
|
|
|
23
|
HL Financial Services
Louisville,
Kentucky
|
$3.11M
|
+$2.88M
|
+108,836
|
New
|
|
|
24
|
Psagot Value Holdings
Tel Aviv,
Israel
|
$2.58M
|
+$2.39M
|
+90,500
|
New
|
|
|
25
|
Perceptive Advisors
New York
|
$2.43M
|
+$2.25M
|
+85,000
|
New
|
|
