|
1
|
Jordan Park Group
San Francisco,
California
|
$133M
|
+$636K
|
+21,490
|
+0.5%
|
|
|
2
|
Summit Trail Advisors
New York
|
$41.2M
|
+$686K
|
+23,175
|
+2%
|
|
|
3
|
Knightsbridge Asset Management
Newport Beach,
California
|
$20.4M
|
+$5.7M
|
+192,317
|
+40%
|
|
|
4
|
|
$7.56M
|
-$58.9K
|
-1,988
|
-0.8%
|
|
|
5
|
Palo Alto Wealth Advisors
Palo Alto,
California
|
$1.63M
|
+$1.23M
|
+41,530
|
+328%
|
|
|
6
|
Global Endowment Management
Charlotte,
North Carolina
|
$1.24M
|
-$1.13M
|
-38,154
|
-48%
|
|
|
7
|
Clayton Partners
Berkeley,
California
|
$1.18M
|
+$149K
|
+5,041
|
+15%
|
|
|
8
|
Proficio Capital Partners
Newton,
Massachusetts
|
$1.18M
|
–
|
–
|
–
|
|
|
9
|
Battery Global Advisors
Boston,
Massachusetts
|
$1.14M
|
+$1.12M
|
+37,721
|
New
|
|
|
10
|
Clarity Capital Partners
Newport Beach,
California
|
$856K
|
+$841K
|
+28,397
|
New
|
|
|
11
|
Pekin Hardy Strauss
Chicago,
Illinois
|
$643K
|
+$67.4K
|
+2,275
|
+12%
|
|
|
12
|
Riverwater Partners
Milwaukee,
Wisconsin
|
$630K
|
+$619K
|
+20,900
|
New
|
|
|
13
|
NKCFO LLC
Geneva,
Illinois
|
$513K
|
–
|
–
|
–
|
|
|
14
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$496K
|
-$28.5K
|
-963
|
-6%
|
|
|
15
|
Lane Generational
Dover,
Massachusetts
|
$414K
|
-$180K
|
-6,081
|
-31%
|
|
|
16
|
Sharp Financial Services
Horsham,
Pennsylvania
|
$367K
|
+$360K
|
+12,163
|
New
|
|
|
17
|
Picton Mahoney Asset Management
Toronto,
Ontario, Canada
|
$271K
|
-$29.6K
|
-1,000
|
-10%
|
|
|
18
|
|
$269K
|
+$150K
|
+5,073
|
+131%
|
|
|
19
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$246K
|
-$178K
|
-6,000
|
-42%
|
|
|
20
|
Clear Point Advisors
Melville,
New York
|
$58.7K
|
+$57.6K
|
+1,946
|
New
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$46.7K
|
-$57.8K
|
-1,950
|
-56%
|
|
|
22
|
Impact Partnership Wealth
Marietta,
Georgia
|
$4.55K
|
–
|
–
|
–
|
|
|
23
|
Global Retirement Partners
San Rafael,
California
|
$3.17K
|
+$3.02K
|
+102
|
New
|
|
|
24
|
Fidelity Investments
Boston,
Massachusetts
|
$30
|
+$30
|
+1
|
New
|
|
|
25
|
Robert Wood Johnson Foundation
Princeton,
New Jersey
|
–
|
-$11.6M
|
-409,078
|
Closed
|
|
