|
1
|
Pictet Asset Management (UK)
London,
United Kingdom
|
$18.3M
|
+$2.99M
|
+44,359
|
+20%
|
|
|
2
|
Private Capital Management (Florida)
Naples,
Florida
|
$6.16M
|
-$40.4K
|
-600
|
-0.7%
|
|
|
3
|
|
$3.39M
|
-$48.7K
|
-722
|
-1%
|
|
|
4
|
Evercore Wealth Management
New York
|
$3.16M
|
+$67.4K
|
+1,000
|
+2%
|
|
|
5
|
Hollencrest Capital Management
Newport Beach,
California
|
$1.49M
|
–
|
–
|
–
|
|
|
6
|
Covey Capital Advisors
Atlanta,
Georgia
|
$1.38M
|
-$1.35M
|
-19,991
|
Closed
|
|
|
7
|
Osterweis Capital Management
San Francisco,
California
|
$1.07M
|
–
|
–
|
–
|
|
|
8
|
Ashford Capital Management
Wilmington,
Delaware
|
$894K
|
–
|
–
|
–
|
|
|
9
|
Capital Innovations
Pewaukee,
Wisconsin
|
$598K
|
–
|
–
|
–
|
|
|
10
|
|
$517K
|
–
|
–
|
–
|
|
|
11
|
|
$448K
|
-$7.01K
|
-104
|
-2%
|
|
|
12
|
Grandfield & Dodd
New York
|
$379K
|
–
|
–
|
–
|
|
|
13
|
William Blair & Company
Chicago,
Illinois
|
$371K
|
+$10.1K
|
+150
|
+3%
|
|
|
14
|
Silvercrest Asset Management
New York
|
$345K
|
-$50.6K
|
-750
|
-13%
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$314K
|
-$133K
|
-1,979
|
-30%
|
|
|
16
|
California Public Employees Retirement System
Sacramento,
California
|
$299K
|
+$27K
|
+400
|
+10%
|
|
|
17
|
Timber Creek Capital Management
Boston,
Massachusetts
|
$253K
|
–
|
–
|
–
|
|
|
18
|
AllianceBernstein
Nashville,
Tennessee
|
$237K
|
–
|
–
|
–
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$152K
|
+$67
|
+1
|
+0%
|
|
|
20
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$138K
|
–
|
–
|
–
|
|
|
21
|
Tocqueville Asset Management
New York
|
$69K
|
–
|
–
|
–
|
|
|
22
|
First Financial Corp
Terre Haute,
Indiana
|
$41K
|
–
|
–
|
–
|
|
|
23
|
Bessemer Group
Woodbridge,
New Jersey
|
$34K
|
–
|
–
|
–
|
|
|
24
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$12.1K
|
–
|
–
|
–
|
|
|
25
|
American International Group
New York
|
$2.96K
|
-$329K
|
-4,886
|
-99%
|
|
