|
1
|
|
$387M
|
+$27.3M
|
+548,304
|
+8%
|
|
|
2
|
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
$202M
|
+$200M
|
+4,028,205
|
New
|
|
|
3
|
AssetMark Inc
Concord,
California
|
$109M
|
+$8.79M
|
+176,753
|
+9%
|
|
|
4
|
Litman Gregory Wealth Management
Larkspur,
California
|
$99.2M
|
-$4.73M
|
-95,053
|
-95%
|
|
|
5
|
Bessemer Group
Woodbridge,
New Jersey
|
$92.1M
|
–
|
–
|
–
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$72.8M
|
+$10.4M
|
+209,689
|
+17%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$63.1M
|
-$5.07M
|
-101,872
|
-7%
|
|
|
8
|
|
$58M
|
-$85.8M
|
-1,725,212
|
-60%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$44.3M
|
+$1.29M
|
+26,006
|
+3%
|
|
|
10
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$38.3M
|
+$37.9M
|
+762,304
|
+130,980%
|
|
|
11
|
Consolidated Investment Group
Englewood,
Colorado
|
$32.9M
|
–
|
–
|
–
|
|
|
12
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$30.9M
|
+$1.41M
|
+28,408
|
+5%
|
|
|
13
|
US Bancorp
Minneapolis,
Minnesota
|
$24.4M
|
+$925K
|
+18,604
|
+4%
|
|
|
14
|
|
$23.8M
|
-$383M
|
-7,696,777
|
-94%
|
|
|
15
|
Mutual of America Capital Management
New York
|
$19.7M
|
–
|
–
|
–
|
|
|
16
|
Venturi Wealth Management
Austin,
Texas
|
$19.3M
|
+$501K
|
+10,062
|
+3%
|
|
|
17
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$18.3M
|
-$107K
|
-2,143
|
-0.6%
|
|
|
18
|
Israel Discount Bank of New York
New York
|
$17.7M
|
+$1.11M
|
+22,382
|
+7%
|
|
|
19
|
Raymond James & Associates
St Petersburg,
Florida
|
$16.2M
|
+$1.02M
|
+20,567
|
+7%
|
|
|
20
|
Xponance
Philadelphia,
Pennsylvania
|
$12.7M
|
+$1.71M
|
+34,348
|
+17%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$12.5M
|
-$848K
|
-17,043
|
-6%
|
|
|
22
|
Suntrust Banks
Atlanta,
Georgia
|
$12.2M
|
-$1.29M
|
-26,016
|
-10%
|
|
|
23
|
Lazard Asset Management
New York
|
$11.3M
|
-$419K
|
-8,420
|
-4%
|
|
|
24
|
Punch & Associates Investment Management
Edina,
Minnesota
|
$11.3M
|
-$171K
|
-3,437
|
-2%
|
|
|
25
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$10.8M
|
–
|
–
|
–
|
|
