|
1
|
|
$344M
|
-$5.15M
|
-106,954
|
-1%
|
|
|
2
|
AssetMark Inc
Concord,
California
|
$131M
|
+$14.1M
|
+292,581
|
+12%
|
|
|
3
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$110M
|
+$103M
|
+2,136,624
|
+1,363%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$92.6M
|
+$12.7M
|
+262,680
|
+16%
|
|
|
5
|
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
$78.1M
|
–
|
–
|
–
|
|
|
6
|
|
$53.2M
|
+$2.04M
|
+42,425
|
+4%
|
|
|
7
|
Bessemer Group
Woodbridge,
New Jersey
|
$53M
|
–
|
–
|
–
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$51.3M
|
-$12.5M
|
-259,561
|
-20%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$42.5M
|
+$4.95M
|
+102,880
|
+13%
|
|
|
10
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$38.7M
|
+$4.11M
|
+85,407
|
+12%
|
|
|
11
|
Consolidated Investment Group
Englewood,
Colorado
|
$32.6M
|
+$1.2M
|
+25,000
|
+4%
|
|
|
12
|
Xponance
Philadelphia,
Pennsylvania
|
$31M
|
+$18.7M
|
+389,324
|
+152%
|
|
|
13
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$30.6M
|
+$4.53M
|
+94,125
|
+17%
|
|
|
14
|
US Bancorp
Minneapolis,
Minnesota
|
$21.8M
|
-$460K
|
-9,561
|
-2%
|
|
|
15
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$21.7M
|
+$9.32M
|
+193,423
|
+22%
|
|
|
16
|
Mutual of America Capital Management
New York
|
$18.9M
|
–
|
–
|
–
|
|
|
17
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$17.8M
|
-$18.4K
|
-382
|
-0.1%
|
|
|
18
|
|
$17.7M
|
+$5.67M
|
+117,831
|
+47%
|
|
|
19
|
Israel Discount Bank of New York
New York
|
$16.8M
|
-$1.28M
|
-26,521
|
-7%
|
|
|
20
|
Raymond James & Associates
St Petersburg,
Florida
|
$12.4M
|
+$2.12M
|
+43,983
|
+21%
|
|
|
21
|
BB&T Securities
Richmond,
Virginia
|
$11.3M
|
+$1.28M
|
+26,673
|
+13%
|
|
|
22
|
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
|
$11.2M
|
+$582K
|
+12,077
|
+5%
|
|
|
23
|
Punch & Associates Investment Management
Edina,
Minnesota
|
$10.8M
|
+$428K
|
+8,885
|
+4%
|
|
|
24
|
Focused Wealth Management
Newburgh,
New York
|
$10.2M
|
+$341K
|
+7,077
|
+3%
|
|
|
25
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$10.1M
|
+$69.3K
|
+1,438
|
+0.7%
|
|
