|
1
|
Bessemer Group
Woodbridge,
New Jersey
|
$12.3M
|
+$3.17M
|
+60,000
|
+34%
|
|
|
2
|
|
$7.59M
|
-$1.15M
|
-21,693
|
-13%
|
|
|
3
|
Lazard Asset Management
New York
|
$5.86M
|
-$135K
|
-2,555
|
-2%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$4.51M
|
-$256K
|
-4,849
|
-5%
|
|
|
5
|
|
$1.56M
|
-$2.09M
|
-39,629
|
-57%
|
|
|
6
|
Long Wharf Investors
Boston,
Massachusetts
|
$812K
|
+$819K
|
+15,490
|
New
|
|
|
7
|
S&CO Inc
Boston,
Massachusetts
|
$787K
|
–
|
–
|
–
|
|
|
8
|
HSBC Holdings
London,
United Kingdom
|
$745K
|
–
|
–
|
–
|
|
|
9
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$682K
|
–
|
–
|
–
|
|
|
10
|
LPL Financial
San Diego,
California
|
$453K
|
+$50.1K
|
+948
|
+12%
|
|
|
11
|
|
$447K
|
-$448K
|
-8,471
|
-50%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$318K
|
-$537K
|
-10,171
|
-63%
|
|
|
13
|
Stifel Financial
St. Louis,
Missouri
|
$288K
|
+$290K
|
+5,490
|
New
|
|
|
14
|
Moors & Cabot
Boston,
Massachusetts
|
$249K
|
+$251K
|
+4,749
|
New
|
|
|
15
|
Yorktown Management & Research Company
Forest,
Virginia
|
$236K
|
–
|
–
|
–
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$209K
|
-$4.23M
|
-80,014
|
-95%
|
|
|
17
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$110K
|
+$102K
|
+1,935
|
+1,159%
|
|
|
18
|
|
$73K
|
+$53.7K
|
+1,016
|
+267%
|
|
|
19
|
Capital Directions Investment Advisors
Atlanta,
Georgia
|
$71K
|
–
|
–
|
–
|
|
|
20
|
Creative Planning
Overland Park,
Kansas
|
$26K
|
–
|
–
|
–
|
|
|
21
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$13K
|
–
|
–
|
–
|
|
|
22
|
Ameriprise
Minneapolis,
Minnesota
|
$10K
|
–
|
–
|
–
|
|
|
23
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$1.78K
|
-$106
|
-2
|
-6%
|
|
|
24
|
Franklin Resources
San Mateo,
California
|
–
|
-$44.7M
|
-823,067
|
Closed
|
|
|
25
|
Virtu KCG Holdings
New York
|
–
|
-$1.89M
|
-34,860
|
Closed
|
|
