|
1
|
|
$31.1M
|
+$2.96M
|
+131,534
|
+11%
|
|
|
2
|
Bessemer Group
Woodbridge,
New Jersey
|
$16.3M
|
+$3.12M
|
+138,377
|
+24%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$13.1M
|
+$1.03M
|
+45,861
|
+9%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$12.7M
|
+$1.2M
|
+53,102
|
+10%
|
|
|
5
|
First Foundation Advisors
Irvine,
California
|
$10.1M
|
+$3M
|
+132,960
|
+42%
|
|
|
6
|
|
$7.13M
|
-$2M
|
-88,726
|
-22%
|
|
|
7
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$5.24M
|
+$266K
|
+11,807
|
+5%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$4.23M
|
-$617K
|
-27,357
|
-13%
|
|
|
9
|
Parametric Portfolio Associates
Seattle,
Washington
|
$3.76M
|
+$1.93M
|
+85,850
|
+106%
|
|
|
10
|
Cornerstone Financial Partners
Huntersville,
North Carolina
|
$2.71M
|
+$2.71M
|
+120,358
|
New
|
|
|
11
|
Laurion Capital Management
New York
|
$2.02M
|
+$2.02M
|
+89,696
|
New
|
|
|
12
|
Guggenheim Capital
Chicago,
Illinois
|
$1.16M
|
+$111K
|
+4,944
|
+11%
|
|
|
13
|
Curi RMB Capital
Chicago,
Illinois
|
$1.13M
|
+$1.13M
|
+50,153
|
New
|
|
|
14
|
Doliver Advisors
Houston,
Texas
|
$976K
|
+$532K
|
+23,614
|
+120%
|
|
|
15
|
VSR Financial Services
Overland Park,
Kansas
|
$968K
|
-$401K
|
-17,810
|
-29%
|
|
|
16
|
BlackRock Advisors
Wilmington,
Delaware
|
$960K
|
–
|
–
|
–
|
|
|
17
|
LPL Financial
San Diego,
California
|
$934K
|
+$425K
|
+18,841
|
+84%
|
|
|
18
|
|
$930K
|
+$930K
|
+41,277
|
New
|
|
|
19
|
SG Americas Securities
New York
|
$745K
|
+$746K
|
+33,093
|
New
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$733K
|
+$30.6K
|
+1,358
|
+4%
|
|
|
21
|
B. Riley Financial
Los Angeles,
California
|
$701K
|
+$701K
|
+31,103
|
New
|
|
|
22
|
Landscape Capital Management
Englewood,
New Jersey
|
$661K
|
+$662K
|
+29,363
|
New
|
|
|
23
|
Ronald Blue & Co
Roswell,
Georgia
|
$634K
|
-$788K
|
-34,985
|
-55%
|
|
|
24
|
Weiss Asset Management
Boston,
Massachusetts
|
$585K
|
+$586K
|
+25,981
|
New
|
|
|
25
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$450K
|
–
|
–
|
–
|
|
