|
1
|
William Marsh Rice University
Houston,
Texas
|
$88.9M
|
-$25.1M
|
-1,602,867
|
-22%
|
|
|
2
|
|
$72.2M
|
+$9.33M
|
+595,569
|
+15%
|
|
|
3
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$24.9M
|
+$3.38M
|
+215,565
|
+16%
|
|
|
4
|
Penn Davis McFarland
Dallas,
Texas
|
$24.4M
|
-$102K
|
-6,539
|
-0.4%
|
|
|
5
|
Investment Management Associates
Greenwood Village,
Colorado
|
$16.1M
|
+$653K
|
+41,672
|
+4%
|
|
|
6
|
Brown Advisory
Baltimore,
Maryland
|
$15.4M
|
–
|
–
|
–
|
|
|
7
|
Mudita Advisors
London,
United Kingdom
|
$12.6M
|
-$7.52M
|
-480,388
|
-37%
|
|
|
8
|
Epacria Capital Partners
Boulder,
Colorado
|
$11.3M
|
–
|
–
|
–
|
|
|
9
|
|
$11.1M
|
-$11M
|
-704,800
|
-50%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$10.8M
|
+$10M
|
+640,241
|
+1,354%
|
|
|
11
|
Mayo Clinic
Rochester,
Minnesota
|
$10.1M
|
–
|
–
|
–
|
|
|
12
|
Pine Valley Investments
Marlton,
New Jersey
|
$8.8M
|
+$8.63M
|
+551,386
|
New
|
|
|
13
|
Ion Asset Management
Herzliya,
Israel
|
$8M
|
-$2.58M
|
-164,620
|
-24%
|
|
|
14
|
Kempner Capital Management
Galveston,
Texas
|
$7.82M
|
–
|
–
|
–
|
|
|
15
|
Fayez Sarofim & Co
Houston,
Texas
|
$7.7M
|
+$470K
|
+30,000
|
+7%
|
|
|
16
|
Spirit of America Management Corp
Syosset,
New York
|
$7.54M
|
+$23.5K
|
+1,500
|
+0.3%
|
|
|
17
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$6.29M
|
-$25.4K
|
-1,620
|
-0.4%
|
|
|
18
|
Clarus Group
Houston,
Texas
|
$5.25M
|
+$9.4K
|
+600
|
+0.2%
|
|
|
19
|
Concorde Financial
Dallas,
Texas
|
$4.95M
|
+$3.87M
|
+246,843
|
+359%
|
|
|
20
|
Raymond James & Associates
St Petersburg,
Florida
|
$4.93M
|
-$546K
|
-34,862
|
-10%
|
|
|
21
|
First Trust Advisors
Wheaton,
Illinois
|
$4.72M
|
+$1.39M
|
+88,841
|
+42%
|
|
|
22
|
ING Group
Amsterdam,
Netherlands
|
$4M
|
-$752K
|
-48,000
|
-16%
|
|
|
23
|
HighTower Advisors
Chicago,
Illinois
|
$3.94M
|
+$105K
|
+6,687
|
+3%
|
|
|
24
|
HighTower Trust
Houston,
Texas
|
$3.67M
|
–
|
–
|
–
|
|
|
25
|
Difesa Capital Management
New York
|
$3.47M
|
-$8.61K
|
-550
|
-0.2%
|
|
