|
26
|
UBS Group
Zurich,
Switzerland
|
$908K
|
+$915K
|
+129,021
|
New
|
|
|
27
|
Beck Mack & Oliver
New York
|
$838K
|
–
|
–
|
–
|
|
|
28
|
Rothschild & Co Wealth Management (UK)
London,
United Kingdom
|
$834K
|
-$425K
|
-60,000
|
-34%
|
|
|
29
|
Sterling Capital Management
Charlotte,
North Carolina
|
$778K
|
+$783K
|
+110,500
|
New
|
|
|
30
|
Bank of America
Charlotte,
North Carolina
|
$711K
|
+$503K
|
+71,000
|
+237%
|
|
|
31
|
|
$704K
|
–
|
–
|
–
|
|
|
32
|
Avenir Corporation
Alexandria,
Virginia
|
$690K
|
+$291K
|
+41,060
|
+72%
|
|
|
33
|
|
$621K
|
+$106K
|
+15,000
|
+20%
|
|
|
34
|
Partnervest Advisory Services
Santa Barbara,
California
|
$510K
|
-$44.5K
|
-6,274
|
-8%
|
|
|
35
|
McGlinn Capital Management
Wyomissing,
Pennsylvania
|
$441K
|
–
|
–
|
–
|
|
|
36
|
First Pacific Advisors
El Segundo,
California
|
$364K
|
–
|
–
|
–
|
|
|
37
|
Jolley Asset Management
Rocky Mount,
North Carolina
|
$317K
|
+$319K
|
+45,000
|
New
|
|
|
38
|
Raymond James & Associates
St Petersburg,
Florida
|
$290K
|
-$21.1K
|
-2,975
|
-7%
|
|
|
39
|
Narwhal Capital Management
Marietta,
Georgia
|
$289K
|
–
|
–
|
–
|
|
|
40
|
MacGuire Cheswick & Tuttle Investment Counsel
Darien,
Connecticut
|
$271K
|
–
|
–
|
–
|
|
|
41
|
Southeast Asset Advisors
Thomasville,
Georgia
|
$236K
|
–
|
–
|
–
|
|
|
42
|
Concert Wealth Management
San Jose,
California
|
$232K
|
+$14.2K
|
+2,000
|
+6%
|
|
|
43
|
Zazove Associates
Incline Village,
Nevada
|
$228K
|
+$230K
|
+32,400
|
New
|
|
|
44
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$215K
|
–
|
–
|
–
|
|
|
45
|
Levin Capital Strategies
New York
|
$211K
|
+$70.9K
|
+10,000
|
+50%
|
|
|
46
|
Equitec Specialists
Chicago,
Illinois
|
$187K
|
+$188K
|
+26,494
|
New
|
|
|
47
|
Creative Planning
Overland Park,
Kansas
|
$169K
|
+$60.3K
|
+8,510
|
+55%
|
|
|
48
|
Chilton Capital Management
Houston,
Texas
|
$155K
|
–
|
–
|
–
|
|
|
49
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$141K
|
–
|
–
|
–
|
|
|
50
|
HighTower Advisors
Chicago,
Illinois
|
$135K
|
–
|
–
|
–
|
|
