|
1
|
William Marsh Rice University
Houston,
Texas
|
$85.5M
|
–
|
–
|
–
|
|
|
2
|
|
$66.4M
|
+$285K
|
+19,036
|
+0.4%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$34M
|
-$1.91M
|
-127,773
|
-5%
|
|
|
4
|
|
$22.3M
|
-$5.8M
|
-386,800
|
-21%
|
|
|
5
|
Penn Davis McFarland
Dallas,
Texas
|
$20.5M
|
-$2.22K
|
-148
|
-0%
|
|
|
6
|
Investment Management Associates
Greenwood Village,
Colorado
|
$17.8M
|
-$767K
|
-51,226
|
-4%
|
|
|
7
|
Brown Advisory
Baltimore,
Maryland
|
$14.3M
|
-$300K
|
-20,023
|
-2%
|
|
|
8
|
Fiducient Advisors
Chicago,
Illinois
|
$12.3M
|
+$12.2M
|
+811,467
|
New
|
|
|
9
|
Mudita Advisors
London,
United Kingdom
|
$11.5M
|
–
|
–
|
–
|
|
|
10
|
ING Group
Amsterdam,
Netherlands
|
$9.86M
|
+$544K
|
+36,300
|
+6%
|
|
|
11
|
Epacria Capital Partners
Boulder,
Colorado
|
$8.29M
|
–
|
–
|
–
|
|
|
12
|
Kempner Capital Management
Galveston,
Texas
|
$7.53M
|
–
|
–
|
–
|
|
|
13
|
Fayez Sarofim & Co
Houston,
Texas
|
$7.41M
|
–
|
–
|
–
|
|
|
14
|
Concorde Financial
Dallas,
Texas
|
$7.26M
|
+$1.42M
|
+94,589
|
+24%
|
|
|
15
|
|
$7.11M
|
+$157K
|
+10,465
|
+2%
|
|
|
16
|
HighTower Advisors
Chicago,
Illinois
|
$6.11M
|
+$103K
|
+6,898
|
+2%
|
|
|
17
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$5.9M
|
-$2.34K
|
-156
|
-0%
|
|
|
18
|
First Trust Advisors
Wheaton,
Illinois
|
$5.49M
|
+$680K
|
+45,370
|
+14%
|
|
|
19
|
Clarus Group
Houston,
Texas
|
$5.06M
|
–
|
–
|
–
|
|
|
20
|
Evergreen Capital Management
Bellevue,
Washington
|
$4.99M
|
+$4.14M
|
+276,425
|
+510%
|
|
|
21
|
Spirit of America Management Corp
Syosset,
New York
|
$4.8M
|
-$936K
|
-62,500
|
-16%
|
|
|
22
|
Prevail Innovative Wealth Advisors
Leawood,
Kansas
|
$4.42M
|
+$1.37M
|
+91,598
|
+45%
|
|
|
23
|
Horizon Kinetics Asset Management
New York
|
$4.16M
|
+$1.64M
|
+109,500
|
+66%
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
$3.55M
|
+$194K
|
+12,949
|
+6%
|
|
|
25
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$3.38M
|
–
|
–
|
–
|
|
