|
1
|
Tiedemann Trust
Wilmington,
Delaware
|
$14.5M
|
+$607K
|
+28,532
|
+5%
|
|
|
2
|
|
$11.7M
|
+$549K
|
+25,805
|
+5%
|
|
|
3
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$10.3M
|
+$1.42M
|
+66,692
|
+18%
|
|
|
4
|
Guggenheim Capital
Chicago,
Illinois
|
$10.2M
|
-$1.22M
|
-57,397
|
-11%
|
|
|
5
|
Advisors Asset Management
Monument,
Colorado
|
$9.67M
|
-$707K
|
-33,231
|
-7%
|
|
|
6
|
|
$8.83M
|
-$2.19M
|
-103,063
|
-21%
|
|
|
7
|
Coastal Bridge Advisors
Westport,
Connecticut
|
$7.56M
|
+$1.18M
|
+55,508
|
+21%
|
|
|
8
|
|
$6.54M
|
+$61K
|
+2,867
|
+1%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$4.86M
|
+$169K
|
+7,964
|
+4%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$4.5M
|
+$398K
|
+18,702
|
+10%
|
|
|
11
|
Jacobus Wealth Management
Milwaukee,
Wisconsin
|
$3.88M
|
+$406K
|
+19,085
|
+13%
|
|
|
12
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$3.07M
|
+$572K
|
+26,886
|
+26%
|
|
|
13
|
Avalon Capital Management
Port Of Redwood City,
California
|
$2.79M
|
+$1.08M
|
+50,634
|
+74%
|
|
|
14
|
Riggs Asset Management
Dallas,
Pennsylvania
|
$2.56M
|
+$2.34M
|
+109,955
|
New
|
|
|
15
|
Tiedemann Advisors
New York
|
$2.52M
|
-$3.11M
|
-146,127
|
-57%
|
|
|
16
|
BOK Financial
Tulsa,
Oklahoma
|
$2.39M
|
+$605K
|
+28,426
|
+38%
|
|
|
17
|
EnTrustPermal Management
New York
|
$2.27M
|
-$132K
|
-6,200
|
-6%
|
|
|
18
|
Allen Investment Management
New York
|
$2.26M
|
+$2.06M
|
+96,940
|
New
|
|
|
19
|
Garrison Asset Management
Fayetteville,
Arkansas
|
$2.13M
|
-$24.6K
|
-1,156
|
-1%
|
|
|
20
|
Cutter & Co Brokerage
Ballwin,
Missouri
|
$1.9M
|
+$24.7K
|
+1,160
|
+1%
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$1.78M
|
-$3.03M
|
-142,497
|
-65%
|
|
|
22
|
Boston Financial Management
Boston,
Massachusetts
|
$1.44M
|
-$264K
|
-12,425
|
-17%
|
|
|
23
|
UMB Bank
Kansas City,
Missouri
|
$1.4M
|
-$1.82M
|
-85,580
|
-59%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.38M
|
-$192K
|
-9,020
|
-13%
|
|
|
25
|
Hochman Cole Investment Advisors
Deerfield,
Illinois
|
$1.32M
|
+$87.9K
|
+4,128
|
+8%
|
|
