|
1
|
Bank of America
Charlotte,
North Carolina
|
$148M
|
-$33.7M
|
-687,208
|
-18%
|
|
|
2
|
Richard Bernstein Advisors
New York
|
$64.9M
|
-$4.6M
|
-93,637
|
-7%
|
|
|
3
|
Pathstone Holdings
Englewood,
New Jersey
|
$62M
|
+$483K
|
+9,827
|
+0.8%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$59.8M
|
+$9.25M
|
+188,442
|
+18%
|
|
|
5
|
|
$59.2M
|
+$59.5M
|
+1,211,266
|
+28,400%
|
|
|
6
|
Adams Wealth Management
Logan,
Utah
|
$54.7M
|
+$40.1M
|
+816,377
|
+266%
|
|
|
7
|
CacheTech Inc
Logan,
Utah
|
$54.7M
|
+$40.4M
|
+822,529
|
+268%
|
|
|
8
|
Bienville Capital Management
New York
|
$41.1M
|
+$299K
|
+6,093
|
+0.7%
|
|
|
9
|
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
$36.8M
|
-$9.82M
|
-200,000
|
-21%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$33.8M
|
+$13.3M
|
+270,521
|
+64%
|
|
|
11
|
Janus Henderson Group
London,
|
$30.4M
|
+$10.4M
|
+212,605
|
+52%
|
|
|
12
|
Ocean Park Asset Management
Santa Monica,
California
|
$23.4M
|
+$8.52M
|
+173,500
|
+56%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$22.7M
|
-$8.46M
|
-172,194
|
-27%
|
|
|
14
|
Hilton Capital Management
Garden City,
New York
|
$21.7M
|
-$440K
|
-8,963
|
-2%
|
|
|
15
|
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
|
$19.8M
|
+$4.13M
|
+84,116
|
+26%
|
|
|
16
|
Evergreen Capital Management
Bellevue,
Washington
|
$17M
|
-$1.79M
|
-36,400
|
-9%
|
|
|
17
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$16.5M
|
+$16.4M
|
+333,281
|
+6,151%
|
|
|
18
|
Atwood & Palmer
Kansas City,
Missouri
|
$14.3M
|
-$628K
|
-12,795
|
-4%
|
|
|
19
|
Renaissance Technologies
New York
|
$13.5M
|
-$16.9M
|
-343,366
|
-55%
|
|
|
20
|
Pictet North America Advisors
Geneva 73,
Switzerland
|
$13.1M
|
+$13.2M
|
+268,536
|
New
|
|
|
21
|
Destiny Wealth Partners
Tavares,
Florida
|
$11.9M
|
+$740K
|
+15,078
|
+7%
|
|
|
22
|
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
$11.8M
|
–
|
–
|
–
|
|
|
23
|
WT Wealth Management
Scottsdale,
Arizona
|
$11.8M
|
+$2.33M
|
+47,356
|
+24%
|
|
|
24
|
TT Capital Management
Coto De Caza,
California
|
$10.9M
|
+$5.36M
|
+109,164
|
+96%
|
|
|
25
|
Talon Private Wealth
The Villages,
Florida
|
$9.9M
|
+$1.41M
|
+28,732
|
+16%
|
|
