|
1
|
|
$28.5M
|
+$1.8M
|
+200,306
|
+7%
|
|
|
2
|
Parametric Portfolio Associates
Seattle,
Washington
|
$15.6M
|
+$614K
|
+68,536
|
+4%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$10.6M
|
+$1.79M
|
+200,220
|
+20%
|
|
|
4
|
|
$10.4M
|
-$1.21M
|
-135,136
|
-10%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$9.57M
|
+$431K
|
+48,046
|
+5%
|
|
|
6
|
|
$8.22M
|
-$1.94M
|
-216,897
|
-19%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$8.12M
|
+$507K
|
+56,563
|
+6%
|
|
|
8
|
AQR Capital Management
Greenwich,
Connecticut
|
$4.64M
|
-$480K
|
-53,552
|
-9%
|
|
|
9
|
Saba Capital Management
New York
|
$3.51M
|
+$410K
|
+45,743
|
+13%
|
|
|
10
|
Greatmark Investment Partners
Columbus,
Georgia
|
$2.87M
|
+$219K
|
+24,460
|
+8%
|
|
|
11
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$2.4M
|
+$450K
|
+50,250
|
+22%
|
|
|
12
|
Global Endowment Management
Charlotte,
North Carolina
|
$1.74M
|
–
|
–
|
–
|
|
|
13
|
Capital Investment Advisors
Atlanta,
Georgia
|
$1.65M
|
-$31.3K
|
-3,491
|
-2%
|
|
|
14
|
Investment Centers of America
Bismarck,
North Dakota
|
$1.51M
|
+$239K
|
+26,675
|
+18%
|
|
|
15
|
Credit Suisse
Zurich,
Switzerland
|
$1.43M
|
-$67.2K
|
-7,500
|
-4%
|
|
|
16
|
Guggenheim Capital
Chicago,
Illinois
|
$1.2M
|
+$396K
|
+44,213
|
+47%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$881K
|
-$22.1K
|
-2,471
|
-2%
|
|
|
18
|
Central Trust Company
Jefferson City,
Missouri
|
$829K
|
-$35.8K
|
-4,000
|
-4%
|
|
|
19
|
United Asset Strategies
Garden City,
New York
|
$765K
|
-$38.8K
|
-4,328
|
-5%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$742K
|
-$8.43K
|
-940
|
-1%
|
|
|
21
|
Northern Trust
Chicago,
Illinois
|
$730K
|
-$53.8K
|
-6,000
|
-7%
|
|
|
22
|
Doliver Advisors
Houston,
Texas
|
$682K
|
+$347K
|
+38,699
|
+98%
|
|
|
23
|
First Foundation Advisors
Irvine,
California
|
$572K
|
+$133K
|
+14,855
|
+29%
|
|
|
24
|
Shaker Financial Services
Arlington,
Virginia
|
$555K
|
+$334K
|
+37,252
|
+140%
|
|
|
25
|
National Planning Corporation
El Segundo,
California
|
$554K
|
-$2.6K
|
-290
|
-0.5%
|
|
