|
1
|
UBS Group
Zurich,
Switzerland
|
USD 74.8 M
|
+USD 5.64 M
|
+316,338
|
+8%
|
|
|
2
|
|
USD 58.7 M
|
-USD 1.55 M
|
-86,670
|
-3%
|
|
|
3
|
McGowan Group Asset Management
Dallas,
Texas
|
USD 34.7 M
|
-USD 278 M
|
-15,561,048
|
-89%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
USD 33 M
|
-USD 1.29 M
|
-72,564
|
-4%
|
|
|
5
|
|
USD 19 M
|
+USD 793 k
|
+44,430
|
+4%
|
|
|
6
|
Tiedemann Trust
Wilmington,
Delaware
|
USD 19 M
|
-USD 11.3 M
|
-634,200
|
-38%
|
|
|
7
|
Bessemer Group
Woodbridge,
New Jersey
|
USD 16.5 M
|
-USD 5.89 M
|
-330,000
|
-27%
|
|
|
8
|
Bank of Montreal
Toronto,
Ontario, Canada
|
USD 12.7 M
|
+USD 4.77 M
|
+267,497
|
+63%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
USD 12.6 M
|
-USD 2.12 M
|
-118,877
|
-15%
|
|
|
10
|
Oxbow Advisors
Austin,
Texas
|
USD 12 M
|
+USD 11.4 M
|
+636,241
|
+3,637%
|
|
|
11
|
Horizon Kinetics
New York
|
USD 11 M
|
+USD 87.2 k
|
+4,887
|
+0.8%
|
|
|
12
|
First Foundation Advisors
Irvine,
California
|
USD 9.8 M
|
-USD 79.7 k
|
-4,466
|
-0.8%
|
|
|
13
|
LPL Financial
San Diego,
California
|
USD 9.6 M
|
-USD 6.33 M
|
-354,979
|
-41%
|
|
|
14
|
Whittier Trust
South Pasadena,
California
|
USD 9.6 M
|
+USD 589 k
|
+33,003
|
+7%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
USD 9.4 M
|
+USD 1.81 M
|
+101,313
|
+25%
|
|
|
16
|
Cedar Hill Associates
Chicago,
Illinois
|
USD 7.15 M
|
+USD 1.13 M
|
+63,450
|
+19%
|
|
|
17
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
USD 6.12 M
|
-USD 204 k
|
-11,460
|
-3%
|
|
|
18
|
Penn Mutual Life Insurance
Horsham,
Pennsylvania
|
USD 5.16 M
|
–
|
–
|
–
|
|
|
19
|
Stifel Financial
St. Louis,
Missouri
|
USD 5.08 M
|
+USD 656 k
|
+36,743
|
+15%
|
|
|
20
|
HighTower Advisors
Chicago,
Illinois
|
USD 4.56 M
|
-USD 40.5 k
|
-2,270
|
-0.9%
|
|
|
21
|
|
USD 4.45 M
|
+USD 1.81 M
|
+101,683
|
+72%
|
|
|
22
|
Guggenheim Capital
Chicago,
Illinois
|
USD 4.36 M
|
+USD 446 k
|
+25,007
|
+12%
|
|
|
23
|
Vident Investment Advisory
Alpharetta,
Georgia
|
USD 4.14 M
|
-USD 3.1 M
|
-173,623
|
-43%
|
|
|
24
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
USD 4.09 M
|
-USD 10.5 k
|
-589
|
-0.3%
|
|
|
25
|
Foster & Motley
Cincinnati,
Ohio
|
USD 3.95 M
|
-USD 241 k
|
-13,518
|
-6%
|
|
