|
1
|
|
$27.7M
|
+$4.7M
|
+202,594
|
+19%
|
|
|
2
|
Bessemer Group
Woodbridge,
New Jersey
|
$13M
|
+$385K
|
+16,623
|
+3%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$11.9M
|
+$1.17M
|
+50,577
|
+10%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$11.3M
|
+$3.99M
|
+172,043
|
+51%
|
|
|
5
|
|
$8.98M
|
-$2.81M
|
-121,387
|
-23%
|
|
|
6
|
First Foundation Advisors
Irvine,
California
|
$6.97M
|
+$391K
|
+16,868
|
+6%
|
|
|
7
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$4.89M
|
-$71.9K
|
-3,100
|
-1%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$4.77M
|
-$137K
|
-5,891
|
-3%
|
|
|
9
|
Parametric Portfolio Associates
Seattle,
Washington
|
$1.8M
|
+$482K
|
+20,779
|
+34%
|
|
|
10
|
Ronald Blue & Co
Roswell,
Georgia
|
$1.4M
|
-$655K
|
-28,271
|
-31%
|
|
|
11
|
VSR Financial Services
Overland Park,
Kansas
|
$1.35M
|
+$446K
|
+19,253
|
+46%
|
|
|
12
|
Guggenheim Capital
Chicago,
Illinois
|
$1.03M
|
+$34.6K
|
+1,493
|
+3%
|
|
|
13
|
BlackRock Advisors
Wilmington,
Delaware
|
$944K
|
–
|
–
|
–
|
|
|
14
|
Virtu KCG Holdings
New York
|
$700K
|
+$491K
|
+21,178
|
+203%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$691K
|
+$79.2K
|
+3,415
|
+12%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$501K
|
+$210K
|
+9,043
|
+68%
|
|
|
17
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$443K
|
+$464K
|
+20,000
|
New
|
|
|
18
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$440K
|
+$4.15K
|
+179
|
+0.9%
|
|
|
19
|
Doliver Advisors
Houston,
Texas
|
$437K
|
-$186K
|
-8,026
|
-29%
|
|
|
20
|
Wellington Management Group
Boston,
Massachusetts
|
$423K
|
+$443K
|
+19,100
|
New
|
|
|
21
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$393K
|
-$131K
|
-5,653
|
-24%
|
|
|
22
|
Winfield Associates
Cleveland,
Ohio
|
$375K
|
-$11.6K
|
-500
|
-3%
|
|
|
23
|
|
$310K
|
-$23
|
-1
|
-0%
|
|
|
24
|
American International Group
New York
|
$308K
|
+$34K
|
+1,466
|
+12%
|
|
|
25
|
First Allied Advisory Services
San Diego,
California
|
$268K
|
-$6.96K
|
-300
|
-2%
|
|
