|
1
|
Jordan Park Group
San Francisco,
California
|
$118M
|
+$2.55M
|
+103,047
|
+2%
|
|
|
2
|
Summit Trail Advisors
New York
|
$34.6M
|
-$5.99M
|
-242,442
|
-15%
|
|
|
3
|
Robert Wood Johnson Foundation
Princeton,
New Jersey
|
$12.6M
|
–
|
–
|
–
|
|
|
4
|
Knightsbridge Asset Management
Newport Beach,
California
|
$10.2M
|
-$9.82M
|
-397,533
|
-50%
|
|
|
5
|
|
$6.51M
|
-$59K
|
-2,387
|
-0.9%
|
|
|
6
|
|
$2.92M
|
-$3.66M
|
-148,326
|
-56%
|
|
|
7
|
Global Endowment Management
Charlotte,
North Carolina
|
$2.01M
|
-$639K
|
-25,846
|
-25%
|
|
|
8
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.01M
|
+$960K
|
+38,857
|
New
|
|
|
9
|
Proficio Capital Partners
Newton,
Massachusetts
|
$992K
|
–
|
–
|
–
|
|
|
10
|
Clayton Partners
Berkeley,
California
|
$847K
|
–
|
–
|
–
|
|
|
11
|
Pekin Hardy Strauss
Chicago,
Illinois
|
$668K
|
-$606K
|
-24,510
|
-48%
|
|
|
12
|
Biltmore Family Office
Charlotte,
North Carolina
|
$605K
|
-$14.2K
|
-575
|
-2%
|
|
|
13
|
Lane Generational
Dover,
Massachusetts
|
$532K
|
-$7.63K
|
-309
|
-1%
|
|
|
14
|
NKCFO LLC
Geneva,
Illinois
|
$432K
|
+$420K
|
+17,000
|
New
|
|
|
15
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$360K
|
–
|
–
|
–
|
|
|
16
|
Picton Mahoney Asset Management
Toronto,
Ontario, Canada
|
$254K
|
-$91.4K
|
-3,700
|
-27%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$27.4K
|
–
|
–
|
–
|
|
|
18
|
Impact Partnership Wealth
Marietta,
Georgia
|
$3.84K
|
+$3.73K
|
+151
|
New
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
–
|
-$112K
|
-4,695
|
Closed
|
|
|
20
|
U.S. Global Investors (USGI)
San Antonio,
Texas
|
–
|
-$47.7K
|
-2,000
|
Closed
|
|
