|
1
|
MD Financial Management
Ottawa,
Ontario, Canada
|
$89M
|
-$3.76M
|
-58,924
|
-4%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$38.2M
|
+$7.2K
|
+113
|
+0%
|
|
|
3
|
|
$30.2M
|
-$405K
|
-6,360
|
-1%
|
|
|
4
|
Perella Weinberg Partners Capital Management
New York
|
$24.2M
|
+$11.7M
|
+184,079
|
+100%
|
|
|
5
|
Weil Company
San Diego,
California
|
$11.2M
|
+$112K
|
+1,750
|
+1%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$9.75M
|
+$63.9K
|
+1,003
|
+0.7%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$9.26M
|
+$973K
|
+15,266
|
+12%
|
|
|
8
|
Strategic Capital Advisers
Denver,
Colorado
|
$8.71M
|
+$3.19K
|
+50
|
+0%
|
|
|
9
|
AllianceBernstein
Nashville,
Tennessee
|
$8.4M
|
+$5.5M
|
+86,213
|
+207%
|
|
|
10
|
Conservest Capital Advisors
Wynnewood,
Pennsylvania
|
$5.07M
|
-$73.2K
|
-1,149
|
-1%
|
|
|
11
|
|
$4.11M
|
+$2.38M
|
+37,346
|
+148%
|
|
|
12
|
Eaton Vance Management
Boston,
Massachusetts
|
$3.48M
|
–
|
–
|
–
|
|
|
13
|
Clal Insurance
Tel-Aviv,
Israel
|
$3.09M
|
–
|
–
|
–
|
|
|
14
|
Ballast Inc
Lexington,
Kentucky
|
$3.08M
|
+$67.9K
|
+1,065
|
+2%
|
|
|
15
|
Ancora Advisors
Cleveland,
Ohio
|
$3.05M
|
–
|
–
|
–
|
|
|
16
|
Northern Capital Management (Wisconsin)
Madison,
Wisconsin
|
$2.97M
|
+$2.55K
|
+40
|
+0.1%
|
|
|
17
|
|
$2.76M
|
-$7.46K
|
-117
|
-0.3%
|
|
|
18
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$2.37M
|
–
|
–
|
–
|
|
|
19
|
Fidelity Investments
Boston,
Massachusetts
|
$2.25M
|
+$101K
|
+1,589
|
+5%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$2.21M
|
+$30.7K
|
+482
|
+1%
|
|
|
21
|
Citadel Advisors
Miami,
Florida
|
$2.21M
|
+$2.14M
|
+33,604
|
New
|
|
|
22
|
NBT Bank
Norwich,
New York
|
$1.97M
|
-$194K
|
-3,038
|
-9%
|
|
|
23
|
Ameriprise
Minneapolis,
Minnesota
|
$1.94M
|
+$54.1K
|
+848
|
+3%
|
|
|
24
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$1.93M
|
+$566K
|
+8,885
|
+8%
|
|
|
25
|
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
|
$1.86M
|
-$6.69K
|
-105
|
-0.4%
|
|
