|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$1.27M
|
–
|
–
|
–
|
|
|
2
|
Mraz Amerine & Associates
Modesto,
California
|
$1.05M
|
-$67K
|
-8,196
|
-6%
|
|
|
3
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$484K
|
+$453K
|
+55,367
|
New
|
|
|
4
|
|
$460K
|
+$126K
|
+15,458
|
+41%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$262K
|
-$2.65K
|
-324
|
-1%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$244K
|
+$129K
|
+15,762
|
+128%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$216K
|
+$6.25K
|
+765
|
+3%
|
|
|
8
|
California Public Employees Retirement System
Sacramento,
California
|
$182K
|
–
|
–
|
–
|
|
|
9
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$176K
|
-$13.7K
|
-1,678
|
-8%
|
|
|
10
|
CWA Asset Management Group
Naples,
Florida
|
$110K
|
+$103K
|
+12,634
|
New
|
|
|
11
|
Argent Advisors
Monroe,
Louisiana
|
$26K
|
+$24.5K
|
+3,000
|
New
|
|
|
12
|
Geneos Wealth Management
Englewood,
Colorado
|
$17K
|
–
|
–
|
–
|
|
|
13
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$16K
|
-$7.16K
|
-876
|
-32%
|
|
|
14
|
Advisor Group
Phoenix,
Arizona
|
$15K
|
+$7.8K
|
+955
|
+116%
|
|
|
15
|
Realta Investment Advisors
Wilmington,
Delaware
|
$12K
|
+$12.3K
|
+1,500
|
New
|
|
|
16
|
|
$8K
|
–
|
–
|
–
|
|
|
17
|
Optimum Investment Advisors
Chicago,
Illinois
|
$8K
|
+$7.36K
|
+900
|
New
|
|
|
18
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$7K
|
–
|
–
|
–
|
|
|
19
|
Advisory Services Network
Atlanta,
Georgia
|
$4K
|
+$3.78K
|
+463
|
New
|
|
|
20
|
Fairfield, Bush & Co
Darien,
Connecticut
|
–
|
-$86K
|
-10,200
|
Closed
|
|
|
21
|
Victory Capital Management
San Antonio,
Texas
|
–
|
-$9K
|
-1,080
|
Closed
|
|
|
22
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
–
|
-$4K
|
-511
|
Closed
|
|
