|
1
|
UBS Group
Zurich,
Switzerland
|
$61.3M
|
+$8.24M
|
+481,490
|
+15%
|
|
|
2
|
|
$54.9M
|
+$1.35M
|
+78,735
|
+2%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$32.4M
|
-$6.42M
|
-375,310
|
-16%
|
|
|
4
|
McGowan Group Asset Management
Dallas,
Texas
|
$24.2M
|
+$2.75M
|
+160,940
|
+12%
|
|
|
5
|
Bessemer Group
Woodbridge,
New Jersey
|
$19.8M
|
+$1.37M
|
+80,000
|
+7%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$19.3M
|
+$10.8M
|
+631,459
|
+119%
|
|
|
7
|
|
$16.9M
|
+$218K
|
+12,729
|
+1%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$14.3M
|
-$106K
|
-6,184
|
-0.7%
|
|
|
9
|
Tiedemann Trust
Wilmington,
Delaware
|
$12.9M
|
+$441K
|
+25,792
|
+3%
|
|
|
10
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$12.7M
|
+$1.23M
|
+71,842
|
+10%
|
|
|
11
|
First Foundation Advisors
Irvine,
California
|
$10.9M
|
+$3.12M
|
+182,445
|
+37%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.17M
|
+$373K
|
+21,817
|
+5%
|
|
|
13
|
Horizon Kinetics
New York
|
$5.62M
|
-$4.17M
|
-243,567
|
-41%
|
|
|
14
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$5.17M
|
+$213K
|
+12,431
|
+4%
|
|
|
15
|
Trust Asset Management
Houston,
Texas
|
$4.58M
|
+$4.83M
|
+282,174
|
New
|
|
|
16
|
Penn Mutual Life Insurance
Horsham,
Pennsylvania
|
$4.56M
|
–
|
–
|
–
|
|
|
17
|
Advisors Asset Management
Monument,
Colorado
|
$4.02M
|
-$53.7K
|
-3,137
|
-1%
|
|
|
18
|
HighTower Advisors
Chicago,
Illinois
|
$3.96M
|
+$835K
|
+48,799
|
+25%
|
|
|
19
|
Parametric Portfolio Associates
Seattle,
Washington
|
$3.77M
|
+$2.93M
|
+171,327
|
+280%
|
|
|
20
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$3.6M
|
+$1.04M
|
+61,038
|
+38%
|
|
|
21
|
Westchester Capital Management (New York)
Valhalla,
New York
|
$3.35M
|
+$3.53M
|
+206,353
|
New
|
|
|
22
|
Frontier Investment Management
Dallas,
Texas
|
$3.31M
|
-$130K
|
-7,600
|
-4%
|
|
|
23
|
Foster & Motley
Cincinnati,
Ohio
|
$3.23M
|
+$1.11M
|
+65,145
|
+49%
|
|
|
24
|
Vident Investment Advisory
Alpharetta,
Georgia
|
$3.17M
|
-$235K
|
-13,752
|
-7%
|
|
|
25
|
Weiss Asset Management
Boston,
Massachusetts
|
$3.12M
|
+$3.29M
|
+192,600
|
New
|
|
