|
1
|
|
$31.8M
|
+$83.9K
|
+3,717
|
+0.3%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$18.2M
|
+$4.78M
|
+212,032
|
+36%
|
|
|
3
|
Bessemer Group
Woodbridge,
New Jersey
|
$16M
|
-$627K
|
-27,785
|
-4%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$11.8M
|
-$1.12M
|
-49,475
|
-9%
|
|
|
5
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$11.2M
|
+$5.71M
|
+253,103
|
+109%
|
|
|
6
|
First Foundation Advisors
Irvine,
California
|
$8.47M
|
-$1.78M
|
-78,742
|
-18%
|
|
|
7
|
|
$6.09M
|
-$1.16M
|
-51,505
|
-16%
|
|
|
8
|
Parametric Portfolio Associates
Seattle,
Washington
|
$6.04M
|
+$2.16M
|
+95,892
|
+57%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$4.76M
|
+$436K
|
+19,343
|
+10%
|
|
|
10
|
Cornerstone Financial Partners
Huntersville,
North Carolina
|
$2.82M
|
+$52.5K
|
+2,326
|
+2%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.2M
|
+$1.08M
|
+47,834
|
+1,062%
|
|
|
12
|
Guggenheim Capital
Chicago,
Illinois
|
$1.2M
|
+$14.8K
|
+657
|
+1%
|
|
|
13
|
VSR Financial Services
Overland Park,
Kansas
|
$1.09M
|
+$103K
|
+4,580
|
+11%
|
|
|
14
|
Ronald Blue & Co
Roswell,
Georgia
|
$1.06M
|
+$408K
|
+18,077
|
+64%
|
|
|
15
|
Kentucky Farm Bureau Mutual Insurance
Louisville,
Kentucky
|
$1.03M
|
+$1.02M
|
+45,000
|
New
|
|
|
16
|
LPL Financial
San Diego,
California
|
$959K
|
+$20.2K
|
+896
|
+2%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$738K
|
-$9.57K
|
-424
|
-1%
|
|
|
18
|
B. Riley Financial
Los Angeles,
California
|
$670K
|
-$43K
|
-1,906
|
-6%
|
|
|
19
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$459K
|
–
|
–
|
–
|
|
|
20
|
Winfield Associates
Cleveland,
Ohio
|
$389K
|
–
|
–
|
–
|
|
|
21
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$330K
|
-$45.1K
|
-2,000
|
-12%
|
|
|
22
|
|
$328K
|
+$7.31K
|
+324
|
+2%
|
|
|
23
|
American International Group
New York
|
$321K
|
+$34.1K
|
+1,511
|
+12%
|
|
|
24
|
Curi RMB Capital
Chicago,
Illinois
|
$286K
|
-$851K
|
-37,717
|
-75%
|
|
|
25
|
HighTower Advisors
Chicago,
Illinois
|
$274K
|
+$1.17K
|
+52
|
+0.4%
|
|
