|
1
|
Gates Foundation
Seattle,
Washington
|
$12.9M
|
–
|
–
|
–
|
|
|
2
|
Senvest Management
New York
|
$9.54M
|
-$150K
|
-142,833
|
-1%
|
|
|
3
|
Balyasny Asset Management
Chicago,
Illinois
|
$2.91M
|
-$568K
|
-539,213
|
-14%
|
|
|
4
|
|
$1.05M
|
-$45.2K
|
-42,894
|
-4%
|
|
|
5
|
Alpine Global Management
New York
|
$891K
|
+$306K
|
+290,000
|
+41%
|
|
|
6
|
Velan Capital Investment Management
Alpharetta,
Georgia
|
$514K
|
–
|
–
|
–
|
|
|
7
|
Beacon Investment Advisory Services
Morristown,
New Jersey
|
$340K
|
+$44.2K
|
+41,908
|
+12%
|
|
|
8
|
Pathstone Family Office
Englewood,
New Jersey
|
$234K
|
–
|
–
|
–
|
|
|
9
|
LMR Partners
London,
United Kingdom
|
$221K
|
–
|
–
|
–
|
|
|
10
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$158K
|
-$1.05K
|
-1,000
|
-0.8%
|
|
|
11
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$145K
|
–
|
–
|
–
|
|
|
12
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$124K
|
-$8.22K
|
-7,804
|
-5%
|
|
|
13
|
Cambridge Trust
Cambridge,
Massachusetts
|
$92K
|
-$47.7K
|
-45,250
|
-31%
|
|
|
14
|
Colony Group
Boston,
Massachusetts
|
$81K
|
-$44.2K
|
-41,986
|
-32%
|
|
|
15
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$75.1K
|
–
|
–
|
–
|
|
|
16
|
First National Corp
Rockland,
Massachusetts
|
$54.3K
|
-$887
|
-842
|
-1%
|
|
|
17
|
Account Management
Boxford,
Massachusetts
|
$52.4K
|
-$203K
|
-192,534
|
-77%
|
|
|
18
|
SignatureFD
Atlanta,
Georgia
|
$49.5K
|
–
|
–
|
–
|
|
|
19
|
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
|
$45K
|
+$52.7K
|
+50,000
|
New
|
|
|
20
|
Raymond James & Associates
St Petersburg,
Florida
|
$27.7K
|
-$247K
|
-234,063
|
-88%
|
|
|
21
|
|
$27K
|
–
|
–
|
–
|
|
|
22
|
Mariner
Overland Park,
Kansas
|
$27K
|
+$31.6K
|
+30,000
|
New
|
|
|
23
|
Geode Capital Management
Boston,
Massachusetts
|
$22K
|
–
|
–
|
–
|
|
|
24
|
Millennium Management
New York
|
$22K
|
+$2.04K
|
+1,933
|
+9%
|
|
|
25
|
Kestra Advisory Services
Austin,
Texas
|
$21K
|
+$24.6K
|
+23,349
|
New
|
|
