|
1
|
|
$74.7M
|
-$2.45M
|
-122,570
|
-3%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$69.8M
|
+$2.6M
|
+130,320
|
+4%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$46.2M
|
+$10.5M
|
+523,978
|
+29%
|
|
|
4
|
Bessemer Group
Woodbridge,
New Jersey
|
$18.6M
|
+$373K
|
+18,655
|
+2%
|
|
|
5
|
Tiedemann Trust
Wilmington,
Delaware
|
$18.3M
|
+$18.4M
|
+923,066
|
New
|
|
|
6
|
|
$15.6M
|
-$946K
|
-47,333
|
-6%
|
|
|
7
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$14.3M
|
+$5.61M
|
+280,760
|
+64%
|
|
|
8
|
Horizon Kinetics
New York
|
$13.9M
|
-$16.4K
|
-820
|
-0.1%
|
|
|
9
|
McGowan Group Asset Management
Dallas,
Texas
|
$13.9M
|
+$728K
|
+36,418
|
+5%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$13.8M
|
-$1.81M
|
-90,350
|
-11%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$11.6M
|
+$4.32M
|
+216,446
|
+59%
|
|
|
12
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$10.6M
|
+$79.6K
|
+3,985
|
+0.8%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$10.4M
|
-$1.76M
|
-87,991
|
-14%
|
|
|
14
|
First Foundation Advisors
Irvine,
California
|
$8.61M
|
+$3.9M
|
+195,053
|
+82%
|
|
|
15
|
Trust Asset Management
Houston,
Texas
|
$6.83M
|
+$652K
|
+32,628
|
+10%
|
|
|
16
|
Penn Mutual Life Insurance
Horsham,
Pennsylvania
|
$5.59M
|
+$899K
|
+45,000
|
+19%
|
|
|
17
|
National Planning Corporation
El Segundo,
California
|
$3.83M
|
-$640K
|
-32,010
|
-15%
|
|
|
18
|
Stifel Financial
St. Louis,
Missouri
|
$3.16M
|
+$314K
|
+15,727
|
+11%
|
|
|
19
|
D.J. St. Germain
Springfield,
Massachusetts
|
$3.15M
|
-$69.7K
|
-3,490
|
-2%
|
|
|
20
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$3.04M
|
+$132K
|
+6,602
|
+5%
|
|
|
21
|
HighTower Advisors
Chicago,
Illinois
|
$2.55M
|
+$97.7K
|
+4,888
|
+4%
|
|
|
22
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$2.55M
|
+$776K
|
+38,827
|
+43%
|
|
|
23
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$2.48M
|
-$875K
|
-43,780
|
-26%
|
|
|
24
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$2.45M
|
–
|
–
|
–
|
|
|
25
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$2.4M
|
-$132K
|
-6,603
|
-5%
|
|
