|
1
|
|
$158M
|
-$14.7M
|
-323,271
|
-9%
|
|
|
2
|
|
$69.6M
|
-$4.01M
|
-88,109
|
-6%
|
|
|
3
|
AssetMark Inc
Concord,
California
|
$59.2M
|
+$58.1M
|
+1,276,618
|
+1,276,618%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$30M
|
-$8.27M
|
-181,708
|
-22%
|
|
|
5
|
Two Sigma Investments
New York
|
$22.9M
|
+$22.5M
|
+494,600
|
New
|
|
|
6
|
Wharton Business Group
Malvern,
Pennsylvania
|
$19.8M
|
-$202K
|
-4,445
|
-1%
|
|
|
7
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$17.3M
|
-$33.5K
|
-735
|
-0.2%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$14.6M
|
+$1.02M
|
+22,388
|
+8%
|
|
|
9
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$13.9M
|
–
|
–
|
–
|
|
|
10
|
|
$13.1M
|
+$7.08M
|
+155,408
|
+121%
|
|
|
11
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$11.2M
|
-$921K
|
-20,239
|
-8%
|
|
|
12
|
Kestra Advisory Services
Austin,
Texas
|
$9.53M
|
+$8.83M
|
+194,049
|
+1,702%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$9.51M
|
-$156K
|
-3,431
|
-2%
|
|
|
14
|
L.J. Altfest & Co
New York
|
$9.12M
|
-$84.4K
|
-1,853
|
-0.9%
|
|
|
15
|
|
$8.94M
|
-$2.87M
|
-63,121
|
-25%
|
|
|
16
|
ProVise Management Group
Clearwater,
Florida
|
$8.85M
|
+$275K
|
+6,038
|
+3%
|
|
|
17
|
SG Americas Securities
New York
|
$8.15M
|
+$33.4K
|
+734
|
+0.4%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.25M
|
-$2.25M
|
-49,411
|
-24%
|
|
|
19
|
Key Square Capital Management
Stamford,
Connecticut
|
$7.1M
|
+$6.97M
|
+153,000
|
New
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$5.72M
|
-$9.48M
|
-208,143
|
-63%
|
|
|
21
|
Alaska Permanent Fund
Juneau,
Alaska
|
$5.66M
|
-$3.41M
|
-75,000
|
-42%
|
|
|
22
|
Stifel Financial
St. Louis,
Missouri
|
$4.88M
|
+$420K
|
+9,226
|
+10%
|
|
|
23
|
CastleKeep Investment Advisors
Westport,
Connecticut
|
$4.34M
|
-$763K
|
-16,760
|
-15%
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.24M
|
+$2M
|
+44,020
|
+93%
|
|
|
25
|
Cercano Management
Bellevue,
Washington
|
$4.18M
|
+$4.1M
|
+90,000
|
New
|
|
