|
1
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$1.39M
|
+$1.59M
|
+210,455
|
+380%
|
|
|
2
|
Fidelity Investments
Boston,
Massachusetts
|
$824K
|
+$8
|
+1
|
+0%
|
|
|
3
|
Mraz Amerine & Associates
Modesto,
California
|
$659K
|
-$7.37K
|
-974
|
-0.8%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$134K
|
-$7.57K
|
-1,000
|
-4%
|
|
|
5
|
CWA Asset Management Group
Naples,
Florida
|
$125K
|
+$71.3K
|
+9,425
|
+75%
|
|
|
6
|
California Public Employees Retirement System
Sacramento,
California
|
$119K
|
–
|
–
|
–
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$108K
|
+$144K
|
+19,045
|
New
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$71K
|
-$117K
|
-15,442
|
-55%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$35K
|
-$180K
|
-23,777
|
-79%
|
|
|
10
|
|
$23K
|
-$369K
|
-48,732
|
-92%
|
|
|
11
|
Victory Capital Management
San Antonio,
Texas
|
$12K
|
+$15.7K
|
+2,078
|
New
|
|
|
12
|
Geneos Wealth Management
Englewood,
Colorado
|
$5K
|
-$8.32K
|
-1,100
|
-51%
|
|
|
13
|
|
$5K
|
–
|
–
|
–
|
|
|
14
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$5K
|
–
|
–
|
–
|
|
|
15
|
Ameritas Investment Company
Lincoln,
Nebraska
|
$5K
|
+$7.57K
|
+1,000
|
New
|
|
|
16
|
Advisory Services Network
Atlanta,
Georgia
|
$3K
|
–
|
–
|
–
|
|
|
17
|
Argent Advisors
Monroe,
Louisiana
|
–
|
-$26K
|
-3,000
|
Closed
|
|
|
18
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
–
|
-$16K
|
-1,875
|
Closed
|
|
|
19
|
Realta Investment Advisors
Wilmington,
Delaware
|
–
|
-$12K
|
-1,500
|
Closed
|
|
|
20
|
Optimum Investment Advisors
Chicago,
Illinois
|
–
|
-$8K
|
-900
|
Closed
|
|
|
21
|
Parallel Advisors
San Francisco,
California
|
–
|
+$757
|
+100
|
New
|
|
