|
1
|
State of Tennessee, Department of Treasury
Nashville,
Tennessee
|
$195M
|
–
|
–
|
–
|
|
|
2
|
|
$47.2M
|
+$5.29M
|
+120,756
|
+12%
|
|
|
3
|
|
$12.3M
|
+$1.89M
|
+43,107
|
+17%
|
|
|
4
|
Macquarie Group
Sydney, NSW 2000,
Australia
|
$11.7M
|
-$651K
|
-14,859
|
-5%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$8.45M
|
+$138K
|
+3,142
|
+2%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$5.57M
|
+$2.74M
|
+62,550
|
+91%
|
|
|
7
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$4.74M
|
+$4.06M
|
+92,590
|
+478%
|
|
|
8
|
|
$4.32M
|
-$368K
|
-8,400
|
-8%
|
|
|
9
|
Credit Suisse
Zurich,
Switzerland
|
$3.08M
|
-$1.14M
|
-25,900
|
-26%
|
|
|
10
|
SG Americas Securities
New York
|
$2.96M
|
-$438K
|
-10,000
|
-13%
|
|
|
11
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$2.1M
|
+$2.18M
|
+49,661
|
New
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.61M
|
+$571K
|
+13,019
|
+52%
|
|
|
13
|
Schroder Investment Management Group
London,
United Kingdom
|
$1.6M
|
–
|
–
|
–
|
|
|
14
|
CIBC World Market
Toronto,
Ontario, Canada
|
$1.43M
|
+$392K
|
+8,942
|
+36%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$1.41M
|
+$42.2K
|
+962
|
+3%
|
|
|
16
|
Banque Pictet & Cie
Geneva 73,
Switzerland
|
$1.38M
|
–
|
–
|
–
|
|
|
17
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$1.24M
|
+$1.29M
|
+29,320
|
New
|
|
|
18
|
SeaTown Holdings
Singapore
|
$1.18M
|
–
|
–
|
–
|
|
|
19
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.14M
|
-$119K
|
-2,703
|
-9%
|
|
|
20
|
Cypress Capital Group
Palm Beach,
Florida
|
$1.11M
|
+$23.9K
|
+545
|
+2%
|
|
|
21
|
Artisan Partners
Milwaukee,
Wisconsin
|
$859K
|
-$1.6M
|
-36,449
|
-64%
|
|
|
22
|
Davenport & Co
Richmond,
Virginia
|
$803K
|
+$832K
|
+18,970
|
New
|
|
|
23
|
Creative Planning
Overland Park,
Kansas
|
$749K
|
–
|
–
|
–
|
|
|
24
|
Lazard Asset Management
New York
|
$673K
|
+$10K
|
+228
|
+1%
|
|
|
25
|
Barometer Capital Management
Toronto,
Ontario, Canada
|
$668K
|
-$167K
|
-3,800
|
-19%
|
|
