|
1
|
Windhaven Investment Management
Boston,
Massachusetts
|
$226M
|
-$184M
|
-7,456,877
|
-45%
|
|
|
2
|
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
$74.3M
|
-$6.16M
|
-250,000
|
-8%
|
|
|
3
|
Ameriprise
Minneapolis,
Minnesota
|
$67.4M
|
-$4.98M
|
-201,884
|
-7%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$46.8M
|
+$1.94M
|
+78,592
|
+4%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$42.3M
|
+$8.08M
|
+327,828
|
+23%
|
|
|
6
|
RiverFront Investment Group
Richmond,
Virginia
|
$30.6M
|
-$113M
|
-4,576,294
|
-78%
|
|
|
7
|
Evercore Wealth Management
New York
|
$26.3M
|
+$5.51M
|
+223,613
|
+26%
|
|
|
8
|
Spinnaker Trust
Portland,
Maine
|
$16M
|
+$1.15M
|
+46,722
|
+8%
|
|
|
9
|
Credit Suisse
Zurich,
Switzerland
|
$15.3M
|
-$19.7K
|
-800
|
-0.1%
|
|
|
10
|
Raymond James & Associates
St Petersburg,
Florida
|
$12.4M
|
-$36.7M
|
-1,487,884
|
-75%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$11.8M
|
+$4.75M
|
+192,528
|
+66%
|
|
|
12
|
Brinker Capital
Berwyn,
Pennsylvania
|
$10.9M
|
-$6.79M
|
-275,440
|
-38%
|
|
|
13
|
|
$10.2M
|
+$109K
|
+4,402
|
+1%
|
|
|
14
|
Water Oak Advisors
Winter Park,
Florida
|
$7.99M
|
+$8.09M
|
+328,025
|
New
|
|
|
15
|
LPL Financial
San Diego,
California
|
$6.7M
|
+$4.7M
|
+190,721
|
+211%
|
|
|
16
|
Flow Traders U.S.
New York
|
$6M
|
+$3.64M
|
+147,523
|
+150%
|
|
|
17
|
Laffer Tengler Investments
Nashville,
Tennessee
|
$5.08M
|
–
|
–
|
–
|
|
|
18
|
Castleark Management
Chicago,
Illinois
|
$4.87M
|
–
|
–
|
–
|
|
|
19
|
State Street
Boston,
Massachusetts
|
$4.84M
|
+$1.38M
|
+56,083
|
+39%
|
|
|
20
|
HSBC Holdings
London,
United Kingdom
|
$4.56M
|
-$1.13M
|
-45,741
|
-20%
|
|
|
21
|
|
$4.54M
|
-$544K
|
-22,066
|
-11%
|
|
|
22
|
Cumberland Advisors
Sarasota,
Florida
|
$3.19M
|
-$580K
|
-23,520
|
-15%
|
|
|
23
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$2.98M
|
+$43.5K
|
+1,765
|
+1%
|
|
|
24
|
Bank of New York Mellon
New York
|
$2.47M
|
-$903K
|
-36,644
|
-27%
|
|
|
25
|
Perceptive Advisors
New York
|
$2.44M
|
-$1.11M
|
-45,000
|
-31%
|
|
