|
1
|
|
$31.3M
|
+$2.14M
|
+237,680
|
+7%
|
|
|
2
|
Parametric Portfolio Associates
Seattle,
Washington
|
$16.4M
|
+$496K
|
+55,125
|
+3%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$12.1M
|
+$1.27M
|
+141,178
|
+12%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$11.3M
|
+$1.53M
|
+169,840
|
+15%
|
|
|
5
|
|
$9.74M
|
-$859K
|
-95,403
|
-8%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$9.45M
|
+$9.56M
|
+1,062,006
|
New
|
|
|
7
|
LPL Financial
San Diego,
California
|
$7.07M
|
-$1.24M
|
-137,440
|
-15%
|
|
|
8
|
AQR Capital Management
Greenwich,
Connecticut
|
$3.13M
|
-$1.64M
|
-181,925
|
-34%
|
|
|
9
|
Greatmark Investment Partners
Columbus,
Georgia
|
$3.03M
|
+$100K
|
+11,125
|
+3%
|
|
|
10
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$2.45M
|
–
|
–
|
–
|
|
|
11
|
Ken Stern & Associates
San Diego,
California
|
$2.14M
|
+$2.17M
|
+240,613
|
New
|
|
|
12
|
Investment Centers of America
Bismarck,
North Dakota
|
$1.76M
|
+$214K
|
+23,744
|
+14%
|
|
|
13
|
Capital Investment Advisors
Atlanta,
Georgia
|
$1.65M
|
-$27.7K
|
-3,078
|
-2%
|
|
|
14
|
Global Endowment Management
Charlotte,
North Carolina
|
$1.65M
|
-$135K
|
-15,000
|
-8%
|
|
|
15
|
Credit Suisse
Zurich,
Switzerland
|
$1.52M
|
+$64.3K
|
+7,142
|
+4%
|
|
|
16
|
Burney Company
Reston,
Virginia
|
$1.32M
|
+$1.34M
|
+148,373
|
New
|
|
|
17
|
Central Trust Company
Jefferson City,
Missouri
|
$1.19M
|
+$351K
|
+39,040
|
+41%
|
|
|
18
|
Doliver Advisors
Houston,
Texas
|
$1.04M
|
-$286K
|
-31,771
|
-41%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$991K
|
+$235K
|
+26,091
|
+31%
|
|
|
20
|
Guggenheim Capital
Chicago,
Illinois
|
$925K
|
-$304K
|
-33,750
|
-25%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$875K
|
-$25.2K
|
-2,802
|
-3%
|
|
|
22
|
United Asset Strategies
Garden City,
New York
|
$838K
|
+$56.7K
|
+6,304
|
+7%
|
|
|
23
|
First Foundation Advisors
Irvine,
California
|
$823K
|
+$241K
|
+26,788
|
+41%
|
|
|
24
|
|
$582K
|
+$589K
|
+65,391
|
New
|
|
|
25
|
National Planning Corporation
El Segundo,
California
|
$572K
|
-$3.96K
|
-440
|
-0.7%
|
|
