|
1
|
|
$21M
|
-$6.17M
|
-30,586
|
-25%
|
|
|
2
|
Progeny 3 Inc
Kirkland,
Washington
|
$14.4M
|
+$13M
|
+64,385
|
New
|
|
|
3
|
Creative Planning
Overland Park,
Kansas
|
$10.2M
|
+$4.89M
|
+24,210
|
+113%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$9.78M
|
-$144K
|
-714
|
-2%
|
|
|
5
|
Factory Mutual Insurance
Waltham,
Massachusetts
|
$8.09M
|
+$7.16M
|
+35,500
|
New
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$6.22M
|
+$22.2K
|
+110
|
+0.4%
|
|
|
7
|
Wellington Management Group
Boston,
Massachusetts
|
$6.19M
|
-$3.03M
|
-14,991
|
-35%
|
|
|
8
|
Meritage Portfolio Management
Overland Park,
Kansas
|
$5.23M
|
+$4.72M
|
+23,409
|
New
|
|
|
9
|
Millennium Management
New York
|
$5.19M
|
-$484K
|
-2,399
|
-9%
|
|
|
10
|
Montag & Associates
Atlanta,
Georgia
|
$3.78M
|
+$3.41M
|
+16,910
|
New
|
|
|
11
|
HighTower Advisors
Chicago,
Illinois
|
$3.28M
|
+$604K
|
+2,992
|
+26%
|
|
|
12
|
Dowling & Yahnke
San Diego,
California
|
$2.86M
|
+$158K
|
+785
|
+7%
|
|
|
13
|
Symphony Asset Management
San Francisco,
California
|
$2.85M
|
+$2.58M
|
+12,770
|
New
|
|
|
14
|
Front Barnett Associates
Chicago,
Illinois
|
$2.73M
|
-$1.45M
|
-7,187
|
-37%
|
|
|
15
|
Barometer Capital Management
Toronto,
Ontario, Canada
|
$2.6M
|
+$2.35M
|
+11,620
|
New
|
|
|
16
|
|
$2.42M
|
+$214K
|
+1,062
|
+11%
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$2.4M
|
+$643K
|
+3,187
|
+42%
|
|
|
18
|
|
$2.23M
|
+$2.02M
|
+10,000
|
New
|
|
|
19
|
Ferguson Wellman Capital Management
Portland,
Oregon
|
$1.59M
|
+$1.43M
|
+7,098
|
New
|
|
|
20
|
Credit Suisse
Zurich,
Switzerland
|
$1.58M
|
+$9.08K
|
+45
|
+0.6%
|
|
|
21
|
SG Americas Securities
New York
|
$1.22M
|
+$898K
|
+4,450
|
+444%
|
|
|
22
|
|
$1.15M
|
-$2.02M
|
-9,993
|
-66%
|
|
|
23
|
LPL Financial
San Diego,
California
|
$1.15M
|
-$111K
|
-548
|
-10%
|
|
|
24
|
Citadel Advisors
Miami,
Florida
|
$1M
|
+$903K
|
+4,474
|
New
|
|
|
25
|
Wharton Business Group
Malvern,
Pennsylvania
|
$864K
|
–
|
–
|
–
|
|
